All integrationsCRM & Contacts
Streak
Work with your Streak CRM in Gmail: create and move boxes through pipelines and stages, set custom fields, add tasks, comments and meeting notes, manage contacts and search everything.
- actions
- 30
Actions
Steps a workflow can run in Streak.
- Get current userGet the Streak user the API key acts as: key, email and name.
- List teamsList the teams you belong to, with their members. A team's key is what 'Create pipeline' and 'Create contact' need.
- List pipelinesList every pipeline you can see, with its stages and fields.
- Get pipelineGet one pipeline with its stages, stage order and fields.
- Create pipelineCreate a pipeline in a team. It starts with Streak's default stages; add stages and fields with the other actions.
- Delete pipelineDelete a pipeline. Streak only allows it once the pipeline has no boxes.
- List stagesList a pipeline's stages in the order Streak shows them.
- Create stageAdd a stage at the end of a pipeline.
- List fieldsList the custom fields every box in a pipeline can hold.
- Create fieldAdd a custom field to a pipeline. Boxes in it can then hold a value for the field.
- Set box field valueSet a custom field on a box to text, a date, or a ticked or cleared checkbox. The field must be of the matching type.
- List boxesList the boxes (deals, leads, candidates) in a pipeline, one page at a time; ask for the next page with 'Page'.
- Get boxGet one box with its stage, notes and custom field values.
- Create boxCreate a box in a pipeline, in a chosen stage or the first one.
- Update boxRename a box, replace its notes or move it to another stage. Only the fields given change.
- Delete boxDelete a box with its tasks, comments, files and attached emails.
- SearchSearch boxes, contacts and organizations by words in their names, notes and email addresses. Boxes can be narrowed to a pipeline.
- List tasksList the tasks on a box.
- Create taskAdd a task to a box, optionally due at a time and assigned to a teammate.
- Update taskChange a task's text or due time, or mark it done or not done. Only the fields given change.
- Delete taskDelete a task from its box.
- List commentsList the comments on a box.
- Create commentAdd a comment to a box, as the user the API key belongs to.
- Delete commentDelete a comment from its box.
- Create contactAdd a contact to a team's directory. Turn on 'Reuse an existing contact' to get the one with that email instead of a duplicate.
- Get contactGet one contact with their emails, phone numbers and title.
- Update contactChange a contact's name, job title or notes. Only the fields given change; emails and phone numbers are kept as they are.
- Delete contactDelete a contact from the team's directory.
- List meetingsList the meeting notes and call logs on a box.
- Create meetingLog a meeting note or a call on a box.
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