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 OpenAI (ChatGPT) API
Setup the Satuit API trigger to run a workflow which integrates with the OpenAI (ChatGPT) API. Pipedream's integration platform allows you to integrate Satuit and OpenAI (ChatGPT) remarkably fast. Free for developers.
Popular Ways to Connect Satuit with OpenAI (ChatGPT)#
Popular Satuit and OpenAI (ChatGPT) 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 new file is created in OpenAI. See the documentation
Emit new event when a new fine-tuning job is created in OpenAI. See the documentation
Popular Satuit and OpenAI (ChatGPT) Actions#
Creates a new business within the Satuit platform. See the documentation
The Chat API, using the gpt-3.5-turbo or gpt-4 model. See docs here
Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. 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 OpenAI (ChatGPT)#
OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:
Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:
Connect OpenAI (ChatGPT)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
openai: {
type: "app",
app: "openai",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.openai.com/v1/models`,
headers: {
Authorization: `Bearer ${this.openai.$auth.api_key}`,
},
})
},
})