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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Created" from Satuit.

Add your action

An action happens after the trigger—such as "Upload a Template" in Carbone.io.

You’re connected!

Zapier seamlessly connects Satuit and Carbone.io, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Activity Created
Triggers when a new activity is created.
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Document Created
Triggers when a new document is created.
Trigger
Polling
Try It
Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- City
  Required
Action
Write

Create Dealflow
Creates a new dealflow.
Action
Write
Create Massmail
Creates a new massmail.
Action
Write

Find a Contact by Email
Search for contact using an email address.
Action
Search
- File
  Required
- Convert To
  Required
- Output File Name
Action
Write
- Office Source
  Required
- PDF Converter Engine
Action
Write
- Render ID
  Required
Action
Write
- Template Source
  Required
- Data
  Required
- Convert To
- Return Render ID
- Document Name
- Timezone
- Language
- Complement
- Variable String
- Translations
- Enum
- Currency Source
- Currency Target
- Currency Rates
- Hard Refresh
- Batch Split By
- Batch Output
- Batch Report Name
- Webhook URL
Action
Write
- Template ID
  Required
- Template Name
- Template Comment
- Category
- Tags
- Deploy Date
- Expiry Date
Action
Write

Business Created
Triggers when a new business is created.
Trigger
Polling
Try It
Dealflow Created
Triggers when a new dealflow is created.
Trigger
Polling
Try It
MassMail Created
Triggers when a new mass mail is created.
Trigger
Polling
Try It
Create Activity
Creates a new activity.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Opportunity
Creates a new opportunity.
Action
Write
- File
  Required
- Template Name
- Template Comment
- Category
- Tags
- Add Version To
- Enable Versioning
- Deploy Date
- Expiry Date
Action
Write
- HTML Source
  Required
Action
Write
- Template ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Get Status
Returns the current Carbone Cloud API status and version.
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Satuit and Carbone.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Satuit to Carbone.io integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Satuit

Satuit Technologies provides top-tier CRM and portal software for investment management, hedge fund, private equity and real estate markets

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Related categories

CRM (Customer Relationship Management)

About Carbone.io

Generate customized documents, such as reports, invoices, contracts and more. Finally convert to many formats: PDF, DOCX, XLSX, CSV, PPTX and more.