Streak and Zapier connect to automate your CRM workflow. You can trigger actions when new boxes are created or stages change and create boxes or add contacts.
Prerequisites
To use the Streak app on Zapier, you must have:
- An active Streak account (any paid plan).
- The Streak browser extension installed in Gmail (Chrome, Safari, or Microsoft Edge).
- A Streak API key generated from within your Streak account.
- At least one pipeline created in your Streak account.
Connect Streak to Zapier
To create an app connection to Streak on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Streak.
- Click Add connection.
- A Connect an Account page will open in a browser tab or window.
- In the API Key field, enter your Streak API key.
- Click Yes, Continue to Streak.
Your Streak account is now successfully connected to Zapier.
About Streak's app
Triggers, searches, and actions
Triggers
- Box Change Pipeline (Instant) - Triggers when a Box is moved between Pipelines.
- Updated Box (Instant) - Triggers when a Field on a Box is updated.
- New Comment (Instant) - Triggers when a Comment is made on a Box in a Pipeline.
- New Box (Instant) - Triggered when a new box is created.
- Task Complete (Instant) - Triggers when a Task is completed.
- Task Due (Instant) - Triggers when a Task becomes due, but it not yet completed.
- Box Change Stage (Instant) - Triggers when a box changes Stage.
- Box Email Received Count Change (Instant) - Triggers when the counter for emails received on a box changes.
- Updated Contact (Instant) - Triggered when a contact is updated.
- New Contact (Instant) - Triggered when a new contact is created.
- New Task (Instant) - Triggers when a Task is created.
Searches
- Find a Box - Find a box by name, key, or fuzzy query.
- Find an Organization - Searches for an existing organization.
- Find a Contact - Searches for an existing contact by contact key, box key, or other information (like email address).
- Find or Create Box - Find or Create Box
Actions
- Add Organization to Box - Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.
- Create Comment - Create a comment on a box.
- Edit Box - Edit fields, stage, assigned to, name and notes on an existing box.
- Get File by File Key - Retrieve a file by providing the file key.
- Link Boxes - Link multiple boxes together.
- Update Contact - Update a contact by providing a contact key.
- Add Contact to Box - Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
- Create New Box - Create a new box.
- Create Task - Create a new Task on a Box.
- Edit Task - Edit a task by providing box key and task text or by providing a task key.
- Get Full Thread by Key - Gets a full unified thread given a thread key.
- Create Meeting / Call Log - Create a new Meeting or Call Log on a box.
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Limitations
- Google API limits of 20 requests per second may indirectly affect Streak API usage for requests that interact with Google services.
Templates
View all of Streak's templates.