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 Zendesk API

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

Create Business with Satuit API on New Ticket (Instant) from Zendesk API
Zendesk + Satuit
 
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Create Business with Satuit API on New Ticket Added to View (Instant) from Zendesk API
Zendesk + Satuit
 
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Create Business with Satuit API on Ticket Closed (Instant) from Zendesk API
Zendesk + Satuit
 
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Create Business with Satuit API on Ticket Pending (Instant) from Zendesk API
Zendesk + Satuit
 
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Create Business with Satuit API on Ticket Solved (Instant) from Zendesk API
Zendesk + Satuit
 
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New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

 
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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 Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

 
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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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Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

 
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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 Ticket with the Zendesk API

Creates a ticket. 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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Delete Ticket with the Zendesk API

Deletes a ticket. 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 Zendesk

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})