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Triggers and actions 20 triggers ยท 37 actions
Trigger
Lead Status ChangedTriggers when a specific status of the lead is changed.
Trigger
New Client FolderTriggers when a client folder is created.
Trigger
New Deleted LeadTriggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New LeadTriggers when a lead is created.
Trigger
New Lead AssignedTriggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead CommentTriggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title ChangedTriggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New ProspectTriggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add AttachmentAdd an attachment to a lead
Action
Add CommentCreate a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add TagsCreate a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign LeadAssign the lead to a user
Action
Call Simplified APICall our simplified API to interact with your data
Action
Change Lead's TitleChange the title of a lead
Action
Change StatusChange the status of a lead to Standby, Won, Cancelled or Lost
Action
Change StepChange the step of a lead
Action
Create LeadCreates a new lead.
Action
Create ProspectCreate a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete LeadMoves a lead to the trash.
Action
Find LeadFinds a lead from an email address.
Action
Get LeadLook up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an ActivityLog an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and ProbabilitySet the amount and the probability of a lead
Action
Set the Estimated Closing DateSet the estimated closing date on a lead
Trigger
New BoxTriggered when a new box is added to the specified pipeline (polling).
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 (polling).
Trigger
New snippetTriggered when a new snippet is added.
Trigger
New StageTriggered when a new stage is added to the specified pipeline (polling).
Trigger
New Task in BoxTriggered when a new task is added to the specified box (polling).
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.