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Triggers and actions 38 triggers ยท 45 actions
Trigger
New ClientTriggers when a new client is created.
- New Company
Triggers when a new company is created.
- New Expense
Triggers when an expense is created.
- New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
- New Incoming Payment
Triggers when a new incoming payment is created.
- New Invoice
Triggers when a new invoice is created.
- New Invoice Status
Triggers when the status of an invoice is changed.
- New Offer
Triggers when a new offer is created.
- New Outgoing Payment
Triggers when a new outgoing payment is created.
- New Planning Entry
Triggers when a new Planning Entry is created.
- New Presence
Triggers when a new Presence is created.
- New Project Assignment
Triggers when a person is assigned to a project.
- New Purchase
Triggers when a new purchase is created.
- New Recurred Expense
Triggers when an expense is recurred.
- New Task
Triggers when a new task is created.
- New Time Entry
Triggers when a new time entry is created.
- Unarchived Project
Triggers when a project is made active again.
- Updated Company
Triggers when a company was updated.
- Updated Expense
Triggers when an expense was updated.
- Updated Invoice
Triggers when an invoice was updated.
- Updated Lead
Triggers when a lead was updated.
- Updated Planning Entry
Triggers when a Planning Entry was updated.
- Updated Presence
Triggers when a Presence was updated.
- Updated Project
Triggers when a project was updated.
- Updated Purchase
Triggers when a purchase was updated.
- Updated Time Entry
Triggers when a time entry was updated.
- Create Comment
Creates a new Comment.
- Create Company
Creates a new company (customer only).
- Create Contact
Creates a new contact person.
- Create Expense
Creates a new Expense.
- Create Incoming Payment
Creates a new incoming payment.
- Create Lead
Creates a new lead.
- Create Outgoing Payment
Creates a new outgoing payment.
- Create Project
Creates a new Project.
- Create Purchase
Creates a new Purchase.
- Create Task
Creates a new project task.
- Create Time Entry
Create a new time entry.
- Find Company
Finds an existing Company.
- Find Contact
Finds an existing Contact.
- Find Expense
Finds an existing Expense.
- Find Invoice
Finds an existing Invoice.
- Find Lead
Finds an existing lead.
- Find Offer
Finds an existing Offer.
- Find Planning Entry
Finds an existing Planning Entry.
- Find Project
Finds an existing project.
- Find Purchase
Finds an existing Purchase.
- Find Task
Finds an active Task for a Project.
- Find Time Entry
Finds an existing Time Entry.
- Find User
Finds an existing active user.
- Record Presence
Record a new presence.
Trigger
New BoxTriggered when a new box is added to the specified pipeline (polling).
- New email thread
Triggered when a new email thread is added to the specified box.
- New event
Triggered when a new event occurs within any pipeline.
- New event in box
Triggered when a new event occurs within the specified box.
- New event in pipeline
Triggered when a new event occurs within the specified pipeline.
- New file
Triggered when a new file is added to the specified box.
- New Pipeline
Triggered when a new pipeline is added (polling).
- New snippet
Triggered when a new snippet is added.
- New Stage
Triggered when a new stage is added to the specified pipeline (polling).
- New Task in Box
Triggered when a new task is added to the specified box (polling).
- New task in pipeline
Fires 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.
- Task complete
Fires 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.
- Create Box
Adds a new box to the specified pipeline.
- Create Comment
Adds a new comment to the specified box.
- Create Pipeline
Creates a new pipeline.
- Create Stage
Adds a new stage to the specified pipeline.
- Create Task
Adds a new task to the specified box.
- Delete Box
Deletes a box by its key.
- Delete Stage
Deletes a stage from the specified pipeline.
- Delete Task
Deletes a task by its key.
- Get Box
Gets a single box by its key.
- Get Current User
Returns the user associated with the API key.
- Get Pipeline
Gets a single pipeline by its key.
- List Boxes in Pipeline
Lists all boxes in the specified pipeline.
- List Fields
Lists all fields in the specified pipeline.
- List Pipelines
Lists all pipelines the user has access to.
- List Stages
Lists all stages in the specified pipeline.
- List Tasks in Box
Lists all tasks in the specified box.
- Move Box to Stage
Moves a box to a stage in the specified pipeline.
- Search
Searches boxes, contacts, and organizations across Streak.
- Update Box
Updates a box's name, notes, or stage.
- Update Box Field Value
Sets the value of a custom field on a box.
- Update Task
Updates 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.