Salesflare Salesflare Integrations

Streak and Salesflare

CRM (Customer Relationship Management) streak.com ↗

How to connect Streak

What you can automate

  • When box Email Received Count Change in Streak, find or create contact in Salesflare.
  • When new Comment in Streak, create internal note in Salesflare.
  • When updated Contact in Streak, find or create contact in Salesflare.
  • When new Contact in Streak, find or create contact in Salesflare.
  • When new Task in Streak, create task in Salesflare.
  • When new Task in Salesflare, create Task in Streak.

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Streak operations on Zapier

Triggers (11)

Start a workflow when this happens

  • Box Change Pipeline — Triggers when a Box is moved between Pipelines.
  • Box Change Stage — Triggers when a box changes Stage.
  • Box Email Received Count Change — Triggers when the counter for emails received on a box changes.
  • New Box — Triggered when a new box is created.
  • New Comment — Triggers when a Comment is made on a Box in a Pipeline.
Show 6 more triggers
  • New Contact — Triggered when a new contact is created.
  • New Task — Triggers when a Task is created.
  • Task Complete — Triggers when a Task is completed.
  • Task Due — Triggers when a Task becomes due, but it not yet completed.
  • Updated Box — Triggers when a Field on a Box is updated.
  • Updated Contact — Triggered when a contact is updated.

Actions (14)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • 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.
  • 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.
  • Create Meeting / Call Log — Create a new Meeting or Call Log on a box.
Show 9 more actions
  • Create New Box — Create a new box.
  • Create Task — Create a new Task on a Box.
  • Edit Box — Edit fields, stage, assigned to, name and notes on an existing box.
  • Edit Task — Edit a task by providing box key and task text or by providing a task key.
  • Find or Create Box — Find or Create Box
  • Get File by File Key — Retrieve a file by providing the file key.
  • Get Full Thread by Key — Gets a full unified thread given a thread key.
  • Link Boxes — Link multiple boxes together.
  • Update Contact — Update a contact by providing a contact key.

Searches (3)

Look up existing records

  • Find a Box — Find a box by name, key, or fuzzy query.
  • Find a Contact — Searches for an existing contact by contact key, box key, or other information (like email address).
  • Find an Organization — Searches for an existing organization.

Streak operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch Boxes — Triggers when a new event regarding boxes is occured.
  • Watch Comments — Triggers when a new event regarding comments is occured.
  • Watch Contacts — Triggers when a new event regarding contacts is occured.
  • Watch Organizations — Triggers when a new event regarding organizations is occured.
  • Watch Stages — Triggers when a new event regarding stages is occured.
Show 1 more triggers
  • Watch Tasks — Triggers when a new event regarding tasks is occured.

Actions (38)

Things Salesflare can make it do

  • Add Contacts To a Box — Adds selected contacts to a box.
  • Add Organizations to a Box — Adds selected organizations to a box.
  • Create a Box — Creates a new box inside a selected pipeline.
  • Create a Comment — Creates a new comment for a selected box.
  • Create a Contact — Creates a new contact.
Show 33 more actions
  • Create a Field — Creates a new field for a selected pipeline.
  • Create a Pipeline — Creates a new pipeline.
  • Create a Stage — Creates a new stage for a selected pipeline.
  • Create a Task — Creates a new task for a selected box. The task assignees must have access to the containing pipeline.
  • Create an Organization — Creates a new organization.
  • Delete a Box — Deletes a selected box.
  • Delete a Comment — Deletes a selected comment.
  • Delete a Contact — Deletes a selected contact.
  • Delete a Field — Deletes a selected field and removes the values of this field for every box in the pipeline.
  • Delete a Pipeline — Deletes a selected pipeline.
  • Delete a Stage — Deletes a selected stage. This call will only succeed if there are no boxes tagged with the key of the selected stage.
  • Delete a Task — Deletes a selected task.
  • Delete an Organization — Deletes a selected organization.
  • Get a Box — Retrieves details for a selected box.
  • Get a Comment — Retrieves details for a selected comment.
  • Get a Contact — Retrieves details for a selected contact.
  • Get a Field — Retrieves details for a selected field.
  • Get a File — Retrieves details for a file by ID.
  • Get a Pipeline — Lists a selected pipeline's details.
  • Get a Stage — Retrieves details for a selected stage.
  • Get a Task — Retrieves details for a selected task.
  • Get a Thread — Retrieves details for a selected email thread.
  • Get an Organization — Retrieves details for a selected organization.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Put an Email in a Box — Makes an email thread a part of a selected box. A thread can only be part of a single box at any one time. Trying to add it to a second box will result in an error.
  • Update a Box — Updates a selected box.
  • Update a Comment — Updates a selected comment for a box.
  • Update a Contact — Updates a selected contact. For any field on a contact that is a list, only the values you put into the array will appear for that contact; calls are not aware of previous values and will not keep them.
  • Update a Field — Updates a selected field.
  • Update a Pipeline — Updates a selected pipeline.
  • Update a Stage — Updates a selected stage.
  • Update a Task — Updates a selected task.
  • Update an Organization — Updates a selected organization. For any field on an organization that is a list, only the values you put into the array will appear for that organization; calls are not aware of previous values and will not keep them.

Searches (12)

Look up existing records

  • List Boxes — Lists all boxes in a selected pipeline.
  • List Comments — Lists all comments for a selected box.
  • List Contacts — Lists all contacts for a selected team.
  • List Field Values — Lists values of custom fields for a selected box.
  • List Fields — Lists all fields in a selected pipeline.
Show 7 more searches
  • List Files — Lists all the files associated with a particular box.
  • List Organizations — Lists all organizations for a selected team.
  • List Pipelines — Lists all pipelines.
  • List Stages — Lists all stages in a selected pipeline.
  • List Tasks — Lists all tasks for a selected box.
  • List Threads — Lists all email threads associated with a selected box.
  • Search Boxes/Organizations/Contacts — Searches for boxes, Organizations or Contacts by query in a pipeline

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