Overview of Streak Actions and Triggers in Zapier

Use Zapier to automate tasks within Streak or integrate Streak with 1000+ other tools

Most Popular Triggers

  • Box Change Stage - Triggers when a Box changes Stage (pro tip: use the built in filter to only trigger on a specific Stage change)
    • Automation idea: When a Box reaches a certain stage, kick off a drip email campaign.
  • Box Email Received Count Change - Triggers when the counter for emails received on a Box changes.
    • Automation idea: When a new email is received in an existing Support conversation, move the Box to the 'Incoming' Stage.
  • New Box - Triggered when a new Box is created.
    • Automation idea: Add the same task(s) to every new Box that is created.
  • Updated Box - Triggers when any field on a Box is updated (pro tip: use the built in filter to only trigger when a specific Field is updated) 
    • Automation idea: When the 'Deal Size' is over a certain amount, automatically assign a specific sales person.

Most Popular Actions

  • Create New Box - Create a new Box.
    • Automation idea: Create a new box when a lead form is submitted.
  • Create Task - Create a new Task on a Box.
    • Automation idea: Add the same task(s) to every new Box that is created.
  • Edit Box - Edit fields, stage, assigned to, name and notes on an existing Box.
    • Automation idea: Add the invoice number of a completed sale to a Box.
  • Add Contact to Box - Create a new Contact and add it to a Box - or - if Contact already exists, add it to a Box.
    • Automation idea: When a new Support Box is created, add the Contact.

Supported Searches

  • Find a Box - Searches for a Box either by a query or exact name (case sensitive).
    • Automation idea: Find an existing Lead Box to update the current order information.
  • Find a Contact - Searches for an existing Contact using an Email Address, Name, or Street Address.
    • Automation idea: Search for a Contact before creating a new Lead to prevent duplication.
  • Find Primary Contact By Key - Searches for the first starred Streak Contact in a Box. If no Contacts in a Box are starred, returns the first Contact.
    • Automation idea: Find the POC for a Deal Box to send them to a drip email campaign.
  • Find an Organization - Searches for an Organization using a Website, Name, or Street Address.
  • Find a Box by Key - Returns the details of a Box by searching the unique Box Key.
  • Find a Contact by Key - Returns the details of a Contact by searching the unique Box Key.

Learn more about configuring your Zapier integration here!

Additional Triggers

(A "Trigger" is any event that sets your Zap in motion)

  • Task Complete - Triggers when a Task is completed.

    • Automation idea: When a Task is completed, output a message to Slack.
  • Updated Organization - Triggers when an edit is made to an existing Streak Organization.
  • Organization Deleted - Triggers when an Organization is permanently deleted from Streak (does not trigger when an Organization is removed from an individual Box).
  • Updated Contact - Triggers when an edit is made to an existing Streak Contact.
  • Deleted Contact - Triggers when a Contact is permanently deleted from Streak (does not trigger when a Contact is removed from an individual Box).
  • New Contact - Triggers when a new Contact is created by you or anyone on your Streak team.
  • New Organization - Triggers when a new Organization is created by you or anyone on your Streak team.
  • New Task - Triggers when a new Task is created.
  • Task Due - Triggers when a Task becomes due, but it not yet completed.
  • Box Change Pipeline - Triggers when a Box is moved between Pipelines.
  • New Pipeline - Triggered when a new Pipeline is created.
  • New Stage - Triggers when a new stage is added to a Pipeline.
  • New Box Email Address - These are email addresses that have been added to a Streak Box in some way.
  • New Comment - Triggers when a Comment is made on a Box in a Pipeline.

Additional Actions

  • Create Email Filter - Create an email filter that is part of a Box.
    • Automation idea: When a Contact is added to a box, create an Email Filter for that Contact.
  • Add Organization to Box - Create a new Organization and add it to a Box - or - if Organization already exists, add it to a Box.
    • Automation idea: When a new lead Box is created, add the Organization.
  • Create Call Log/Meeting Note - Create a Call Log or Meeting Note on an existing Box.
    • Automation idea: When a new call is scheduled via Calendly, create a Call Log.
  • Link Boxes - Link multiple Boxes together.
    • Automation idea: When a new Support Box is created, link it to an existing Deal Box.
  • Create Comment - Create a comment on a Box.
    • Automation idea: When Zapier automates a task, leave a Comment as an explanation of the change made.
  • Edit Task - Edit a Task.
    • Automation idea: Automatically mark Tasks as done.
Contact Us