Satuit
SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.
Integrate the Satuit API with the Notion API
Setup the Satuit API trigger to run a workflow which integrates with the Notion API. Pipedream's integration platform allows you to integrate Satuit and Notion remarkably fast. Free for developers.
Popular Satuit and Notion Triggers#
Emit new event when a new activity is created in Satuit. See the documentation
Emit new event each time a new contact is created in Satuit. See the documentation
Emit new event when a new opportunity is created in Satuit. See the documentation
Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.
Popular Satuit and Notion Actions#
Creates a new business within the Satuit platform. See the documentation
Creates and appends blocks to the specified parent. See the documentation
Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation
Creates a page from a parent page. The only valid property is title. See the documentation
Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation
Overview of Satuit#
The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.
Connect Satuit#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
satuit: {
type: "app",
app: "satuit",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.satuit.$auth.environment}.satuitcrm.com/${this.satuit.$auth.sitename}/api/v1/account`,
headers: {
Authorization: `Bearer ${this.satuit.$auth.oauth_access_token}`,
},
})
},
})
Overview of Notion#
Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Leveraging Pipedream's platform, you can build workflows that connect Notion with a myriad of other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.
Connect Notion#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
notion: {
type: "app",
app: "notion",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.notion.com/v1/users/me`,
headers: {
Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
"Notion-Version": `2021-08-16`,
},
})
},
})