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 ServiceNow API

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

Create Table Record with ServiceNow API on New Activity from Satuit API
Satuit + ServiceNow
 
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Create Table Record with ServiceNow API on New Contact Created from Satuit API
Satuit + ServiceNow
 
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Create Table Record with ServiceNow API on New Opportunity from Satuit API
Satuit + ServiceNow
 
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Get Table Record By SysId with ServiceNow API on New Activity from Satuit API
Satuit + ServiceNow
 
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Get Table Record By SysId with ServiceNow API on New Contact Created from Satuit API
Satuit + ServiceNow
 
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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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Create Business with the Satuit API

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

 
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Create Table Record with the ServiceNow API

Inserts one record in the specified table.

 
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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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Get Table Record By SysId with the ServiceNow API

Retrieves the record identified by the specified sys_id from the specified table.

 
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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 ServiceNow

The ServiceNow API enables developers to tap into the robust capabilities of ServiceNow's IT service management platform. With the API, you can create, read, update, and delete records, manage workflows, and integrate with other services. By leveraging these capabilities, you can automate routine tasks, sync data across multiple platforms, and enhance operational efficiencies.

Connect ServiceNow

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    servicenow: {
      type: "app",
      app: "servicenow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.servicenow.$auth.instance_name}.service-now.com/api/now/table/incident`,
      headers: {
        Authorization: `Bearer ${this.servicenow.$auth.oauth_access_token}`,
      },
    })
  },
})