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 Stripe API

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

Create Business with Satuit API on New Custom Webhook Events from Stripe API
Stripe + Satuit
 
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Create Dealflow with Satuit API on New Custom Webhook Events from Stripe API
Stripe + Satuit
 
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Find Contact By Email with Satuit API on New Custom Webhook Events from Stripe API
Stripe + Satuit
 
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Cancel a Payment Intent with Stripe API on New Activity from Satuit API
Satuit + Stripe
 
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Cancel a Payment Intent with Stripe API on New Contact Created from Satuit API
Satuit + Stripe
 
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New Custom Webhook Events from the Stripe API

Emit new event on each webhook event

 
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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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Canceled Subscription from the Stripe API

Emit new event for each new canceled subscription

 
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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 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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Cancel a Payment Intent with the Stripe API

Cancel a payment intent. Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=requires_capture, the remaining amount_capturable will automatically be refunded. See the docs for more information

 
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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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Cancel Or Reverse a Payout with the Stripe API

Cancel or reverse a payout. A payout can be canceled only if it has not yet been paid out. A payout can be reversed only if it has already been paid out. Funds will be refunded to your available balance. See the docs for more information

 
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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 Stripe

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Connect Stripe

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import stripe from 'stripe'

export default defineComponent({
  props: {
    stripe: {
      type: "app",
      app: "stripe",
    }
  },
  async run({steps, $}) {
    const client = stripe(this.stripe.$auth.api_key)

    return await client.accounts.list({ limit: 1 })
  },
})