Integration
Connect DoubleTick and Streak
When New Broadcast Group fires in DoubleTick, your agent runs Create Task in Streak, or New Box in Streak to Send WhatsApp Document Message in DoubleTick. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DoubleTick and Streak to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What DoubleTick and Streak can do together
From DoubleTick to Streak
When New Broadcast Group in DoubleTick
then Create Task in Streak
When New Chat in DoubleTick
then Update Task in Streak
From Streak to DoubleTick
When New Box in Streak
then Send WhatsApp Document Message in DoubleTick
When New email thread in Streak
then Send WhatsApp Image Message in DoubleTick
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with DoubleTick and Streak
Triggers and actions 14 triggers · 47 actions
Trigger
New Broadcast GroupTriggers when a new broadcast group is created.
Trigger
New ChatTriggers when a new chat appears in your inbox.
Action
Add Member to Broadcast GroupAdds a customer to a broadcast group.
Action
Assign Team Member to CustomerAssigns a customer's chat to a team member.
Action
Create Broadcast GroupCreates a broadcast group.
Action
Create NoteAdds a note to a customer chat.
Action
Delete Broadcast GroupDeletes a broadcast group.
Action
Delete CustomerDeletes a customer by phone number.
Action
Delete TemplateDeletes a message template from a WhatsApp number.
Action
Get Chat Window StatusChecks whether a customer's 24-hour service window is open.
Action
Get CustomerGets a customer's details by phone number.
Action
Get Message StatusReturns the delivery timeline of a sent message.
Action
Get NoteGets a note by ID.
Action
Get Team MemberGets a team member by phone number.
Action
Get Wallet BalanceReturns your organization's wallet balance.
Action
List Broadcast GroupsLists your broadcast groups.
Action
List ChannelsLists your connected WhatsApp channels.
Action
List Team MembersLists the team members in your organization.
Action
List TemplatesLists your WhatsApp message templates.
Action
Remove Member from Broadcast GroupRemoves a customer from a broadcast group.
Action
Remove Tags or Custom Fields from CustomerRemoves tags and custom fields from a customer.
Action
Send WhatsApp Document MessageSends a document from a URL to a customer.
Action
Send WhatsApp Image MessageSends an image from a URL to a customer.
Action
Send WhatsApp Media MessageSend WhatsApp Media Message.
Action
Send WhatsApp MessageSend a whatsApp message to a contact
Action
Send WhatsApp Template MessageSend a pre-approved WhatsApp Message Template to a contact
Action
Send WhatsApp Video MessageSends a video from a URL to a customer.
Action
Update NoteChanges a note's text.
Trigger
New BoxTriggered when a new box is added to the specified pipeline.
Trigger
New email threadTriggered when a new email thread is added to the specified box.
Trigger
New eventTriggered when a new event occurs within any pipeline.
Trigger
New event in boxTriggered when a new event occurs within the specified box.
Trigger
New event in pipelineTriggered when a new event occurs within the specified pipeline.
Trigger
New fileTriggered when a new file is added to the specified box.
Trigger
New PipelineTriggered when a new pipeline is added.
Trigger
New snippetTriggered when a new snippet is added.
Trigger
New StageTriggered when a new stage is added to the specified pipeline.
Trigger
New Task in BoxTriggered when a new task is added to the specified box.
Trigger
New task in pipelineFires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key.
Trigger
Task completeFires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key.
Action
Create BoxAdds a new box to the specified pipeline.
Action
Create CommentAdds a new comment to the specified box.
Action
Create PipelineCreates a new pipeline.
Action
Create StageAdds a new stage to the specified pipeline.
Action
Create TaskAdds a new task to the specified box.
Action
Delete BoxDeletes a box by its key.
Action
Delete StageDeletes a stage from the specified pipeline.
Action
Delete TaskDeletes a task by its key.
Action
Get BoxGets a single box by its key.
Action
Get Current UserReturns the user associated with the API key.
Action
Get PipelineGets a single pipeline by its key.
Action
List Boxes in PipelineLists all boxes in the specified pipeline.
Action
List FieldsLists all fields in the specified pipeline.
Action
List PipelinesLists all pipelines the user has access to.
Action
List StagesLists all stages in the specified pipeline.
Action
List Tasks in BoxLists all tasks in the specified box.
Action
Move Box to StageMoves a box to a stage in the specified pipeline.
Action
SearchSearches boxes, contacts, and organizations across Streak.
Action
Update BoxUpdates a box's name, notes, or stage.
Action
Update Box Field ValueSets the value of a custom field on a box.
Action
Update TaskUpdates a task's text, due date, or completion status.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from DoubleTick
DoubleTick to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DoubleTick to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DoubleTick to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DoubleTick to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DoubleTick to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DoubleTick to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Streak
HubSpot to StreakHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to StreakSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to StreakSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gmail to StreakGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Mailchimp to StreakMailchimp marketing automation and email platform.
Shopify to StreakShopify is a commerce platform for online stores and retail point-of-sale.
Questions
DoubleTick and Streak, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Streak when something happens in DoubleTick?
Any of Streak's 21 actions, including Create Box, Create Comment, Create Pipeline and Create Stage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Streak to DoubleTick?
Yes. When something happens in Streak, your agent can act in DoubleTick too. This page covers both directions: Streak's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick or Streak?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use DoubleTick and Streak without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.