Streak

streak is a crm built into gmail that lets users manage sales, support, and project pipelines directly from their inbox integrating streak with make com enables automated pipeline updates, email tracking, and contact management from gmail this is ai generated content based on official streak documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www streak com/ directly requirements to use the streak app in make, you must have an active streak account and an api key, https //www streak com/ for subscription, refer to the https //www streak com/ connect streak and {{product name}} to get started, you must first create a connection between streak and {{product name}} , allowing the two services to communicate obtain your basic auth credentials in your streak account create the connection in make obtain your basic auth credentials in your streak account before you create the connection in {{product name}} , you should first obtain your basic auth credentials in your streak account to obtain your basic auth credentials navigate to gmail and click the streak icon in the right sidebar click the integrations button locate the streak api section click the create new key button copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //streak readme io/docs/authentication create the connection in {{product name}} https //www make com/en/register , add the streak module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your streak account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page streak modules after connecting to the streak app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add contacts to a box adds the specified contacts to a designated box within your account add organizations to a box adds the specified organizations to a designated box within your account create a box creates a new box within a specified pipeline to help organize and manage workflow stages create a comment adds a new comment to a specified box create a contact adds a new contact to your address book or contact list create a field adds a new custom field to a specified pipeline create a pipeline creates a new pipeline within your selected project create a stage adds a new stage to a specified pipeline create a task creates a new task within a specified box, assigning it to users who have access to the associated pipeline create an organization creates a new organization record in your account delete a box deletes a specified box from your account delete a comment deletes a specific comment chosen by the user delete a contact deletes a specific contact from your account delete a field deletes a specified field from the pipeline and clears all associated values for this field from every box within the pipeline delete a pipeline deletes a specified pipeline from your account delete a stage deletes a specified stage, but only if there are no boxes currently associated with the selected stage's key delete a task deletes a specific task that you choose from your list delete an organization permanently removes the specified organization from your account get a box fetches comprehensive information about a specified box get a comment fetches comprehensive information about a specific comment you select get a contact fetches comprehensive information about a specific contact you select get a field fetches comprehensive information about a specific field you select get a file fetches comprehensive information about a specific file using its unique id get a pipeline retrieves and displays detailed information about a specified pipeline get a stage fetches comprehensive information about a specific stage you select get a task fetches comprehensive information about a specific task you select get a thread fetches comprehensive information about a specified email conversation thread get an organization fetches comprehensive information about a specified organization list boxes retrieves a complete list of all boxes contained within the specified pipeline list comments retrieves and displays all comments associated with a specified box list contacts retrieves a complete list of contacts associated with a specified team list field values retrieves and displays the values of custom fields for a specified box list fields retrieves and displays all available fields within a specified pipeline list files retrieves a complete list of files stored within a specified box list organizations retrieves a complete list of organizations associated with the specified team list pipelines retrieves a complete list of all existing pipelines in your account list stages retrieves and displays all stages within the specified pipeline list tasks retrieves and displays all tasks contained within a specified box list threads retrieves and displays all email conversation threads contained within a specified mailbox make an api call executes a custom api request to the connected service using your authorized credentials put an email in a box adds an email thread to a specified mailbox folder, ensuring that each thread can belong to only one folder at a time; attempting to assign it to another folder will cause an error search boxes/organizations/contacts searches for boxes, organizations, or contacts within a specific pipeline based on your search query update a box updates the details or properties of a specified box update a comment updates a specific comment within a chosen box file or folder update a contact updates the details of a specified contact for any contact fields that accept multiple values (such as lists), only the values you provide in the array will be saved for that contact; previous values will be overwritten and not retained update a field updates a specified field within a chosen record update a pipeline updates the details or configuration of a specified pipeline update a stage updates the details of a specified stage in your workflow update a task updates the details of a specified task update an organization updates the details of a specified organization for any organization fields that accept multiple values (such as lists), only the values you provide in the update will be saved—any previous values not included will be removed, as the module does not retain or merge existing list entries watch boxes triggers whenever a new action or update related to boxes takes place watch comments triggers whenever a new comment is added, updated, or deleted watch contacts triggers whenever a new action or update related to contacts takes place watch organizations triggers when a new activity or update related to organizations takes place watch stages triggers when a new stage related event takes place, such as a stage being created, updated, or deleted watch tasks triggers whenever a new activity or update occurs related to tasks templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} streak resources you can have access to more resources related to this app on the following links https //community make com/search?q=streak https //www streak com/ https //streak readme io/reference/ https //www make com/en/integrations/streak