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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.

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PostgreSQL

Integrate the Satuit API with the PostgreSQL API

Setup the Satuit API trigger to run a workflow which integrates with the PostgreSQL API. Pipedream's integration platform allows you to integrate Satuit and PostgreSQL remarkably fast. Free for developers.

Popular Ways to Connect Satuit with PostgreSQL

Create Business with Satuit API on New Column from PostgreSQL API
PostgreSQL + Satuit
 
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Create Business with Satuit API on New or Updated Row from PostgreSQL API
PostgreSQL + Satuit
 
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Create Business with Satuit API on New Row Custom Query from PostgreSQL API
PostgreSQL + Satuit
 
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Create Business with Satuit API on New Row from PostgreSQL API
PostgreSQL + Satuit
 
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Create Business with Satuit API on New Table from PostgreSQL API
PostgreSQL + Satuit
 
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Popular Satuit and PostgreSQL Triggers

New Activity from the Satuit API

Emit new event when a new activity is created in Satuit. See the documentation

 
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New Contact Created from the Satuit API

Emit new event each time a new contact is created in Satuit. See the documentation

 
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New Opportunity from the Satuit API

Emit new event when a new opportunity is created in Satuit. See the documentation

 
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New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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Popular Satuit and PostgreSQL Actions

Create Business with the Satuit API

Creates a new business within the Satuit platform. See the documentation

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Create Dealflow with the Satuit API

Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation

 
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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Find Contact By Email with the Satuit API

Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation

 
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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

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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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})
Pipedream, Inc. — San Francisco, CA
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