Satuit integration
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.
What your agents can do with Satuit
6 pre-built Satuit tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Find Contact By Email
Searches for a specific contact within the Satuit platform using an email address as the key identifier.
Create Dealflow
Creates a new dealflow within the Satuit platform, setting up a new series of business interactions.
Create Business
Creates a new business within the Satuit platform.
Triggers (3)
New Opportunity
Emit new event when a new opportunity is created in Satuit.
New Contact Created
Emit new event each time a new contact is created in Satuit.
New Activity
Emit new event when a new activity is created in Satuit.
Set up Satuit in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Satuit account
In Relevance AI, open Integrations and add Satuit. You will be sent to Satuit to sign in and approve access, and the connection is stored against your workspace.
Use Satuit in an agent
Create a tool, add a Satuit tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Satuit to work in your agents
Connect Satuit alongside 1,800+ other integrations and let your agents run the busywork.