Satuit and Salesflare
How to connect Satuit
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When business Created in Satuit, find or create account in Salesflare.
- When contact Created in Satuit, find or create contact in Salesflare.
- When dealflow Created in Satuit, create opportunity in Salesflare.
- When opportunity Created in Satuit, create opportunity in Salesflare.
- When new Account in Salesflare, create Business in Satuit.
- When new Opportunity in Salesflare, create Dealflow in Satuit.
About Satuit
Satuit Technologies provides top-tier CRM and portal software for investment management, hedge fund, private equity and real estate markets
Satuit operations on Zapier
Triggers (7)
Start a workflow when this happens
- Activity Created — Triggers when a new activity is created.
- Business Created — Triggers when a new business is created.
- Contact Created — Triggers when a new contact is created.
- Dealflow Created — Triggers when a new dealflow is created.
- Document Created — Triggers when a new document is created.
Show 2 more triggers
- MassMail Created — Triggers when a new mass mail is created.
- Opportunity Created — Triggers when a new opportunity is created.
Actions (7)
Things Salesflare can make it do
- Create Activity — Creates a new activity.
- Create Business — Creates a new business.
- Create Contact — Creates a new contact.
- Create Dealflow — Creates a new dealflow.
- Create Document — Creates a new document.
Show 2 more actions
- Create Massmail — Creates a new massmail.
- Create Opportunity — Creates a new opportunity.
Searches (1)
Look up existing records
- Find a Contact by Email — Search for contact using an email address.
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