[ Sales and CRM ]
Streak integration for your workflows.
Connect Streak to Collabase once and use 11 actions and 11 triggers in your workflows. No code needed, hosted in Switzerland.
Streak in Collabase
Connect Streak to Collabase once and use 11 actions and 11 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
CRM built into Gmail. Manage pipelines, boxes, tasks, comments, contacts and organizations from your flows.
How to connect it
- Open the integrations in the workspace settings.
- Choose Streak and connect your account.
- Add a trigger or an action to the workflow.
- Open Gmail with the Streak Chrome extension installed.
- Click the Streak icon in the right sidebar.
- Click the Settings (gear) button, then go to Integrations.
- In the Streak API section, click Create New Key and copy the key.
Streak triggers
| Name | Description | Fields |
|---|---|---|
| New BoxInstant via webhook | Triggers when a new box is created in the selected pipeline. |
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| Updated BoxInstant via webhook | Triggers when a field on a box is updated in the selected pipeline. |
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| Box Stage ChangedInstant via webhook | Triggers when a box moves between stages in the selected pipeline. |
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| Box Moved to Different PipelineInstant via webhook | Triggers when a box is moved out of (or into) the selected pipeline. |
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| New CommentInstant via webhook | Triggers when a comment is added to a box in the selected pipeline. |
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| New TaskInstant via webhook | Triggers when a task is created on a box in the selected pipeline. |
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| Task CompletedInstant via webhook | Triggers when a task on a box in the selected pipeline is marked complete. |
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| Task DueInstant via webhook | Triggers when a task becomes due (but has not yet been completed) on a box in the selected pipeline. |
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| New Meeting or Call LogInstant via webhook | Triggers when a meeting note or call log is created on a box in the selected pipeline. |
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| New ContactInstant via webhook | Triggers when a new contact is created in the selected team. |
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| Updated ContactInstant via webhook | Triggers when a contact in the selected team is updated. |
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Streak actions
| Name | Description | Fields |
|---|---|---|
| Create Box | Create a new box (record) in a pipeline. |
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| Update Box | Update the name, notes, stage, assignees, or custom fields on an existing box. |
+ 1
|
| Get Box | Fetch a single box with its current stage, fields, and counts. |
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| Find Boxes | Search boxes by name or query. Returns matching boxes across all pipelines, optionally filtered to one pipeline. |
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| Create Stage | Add a new stage (column) to a pipeline. |
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| Create Task | Create a new task on a box. |
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| Create Comment | Add a comment to a box. |
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| Create or Find Contact | Create a contact in a team. If a contact with the same email already exists, return that contact instead of creating a duplicate. |
+ 4
|
| Create or Find Organization | Create an organization in a team. If an organization with the same domain already exists, return that organization instead of creating a duplicate. |
+ 2
|
| Get Current User | Get the Streak user associated with the connected API key. | 0 |
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Streak
What can I automate with Streak in Collabase?
Streak brings 11 actions and 11 triggers, for example Create Box, Update Box, Get Box, Find Boxes and 7 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Streak to Collabase?
You open the integrations in the workspace settings, choose Streak and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Can Streak start a workflow?
Yes. Streak provides 11 triggers, for example New Box, Updated Box, Box Stage Changed and 8 more. The workflow runs as soon as the event happens.
Does the Streak integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.