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 Supabase API

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

Create Business with Satuit API on New Row Added from Supabase API
Supabase + Satuit
 
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Create Business with Satuit API on New Webhook Event (Instant) from Supabase API
Supabase + Satuit
 
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Create Dealflow with Satuit API on New Row Added from Supabase API
Supabase + Satuit
 
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Create Dealflow with Satuit API on New Webhook Event (Instant) from Supabase API
Supabase + Satuit
 
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Delete Row with Supabase API on New Activity from Satuit API
Satuit + Supabase
 
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New Row Added from the Supabase API

Emit new event for every new row added in a table. See documentation here

 
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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 Webhook Event (Instant) from the Supabase API

Emit new event for every insert, update, or delete operation in a table. This source requires user configuration using the Supabase website. More information in the README. Also see documentation here

 
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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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Delete Row with the Supabase API

Deletes row(s) in a database. See the docs here

 
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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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Insert Row with the Supabase API

Inserts a new row into a database. See the docs here

 
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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 Supabase

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Connect Supabase

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    supabase: {
      type: "app",
      app: "supabase",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.supabase.$auth.subdomain}.supabase.co/rest/v1/`,
      headers: {
        Authorization: `Bearer ${this.supabase.$auth.service_key}`,
        "apikey": `${this.supabase.$auth.service_key}`,
      },
    })
  },
})