--- title: "Connect PayChasers and Streak - APIANT.ai" description: "When \"New Chase Created\" fires in PayChasers, your agent runs \"Create Task\" in Streak, or \"New Box\" in Streak to \"Create Client\" in PayChasers." canonical: "https://apiant.ai/connect/paychasers-to-streak" --- # Connect PayChasers and Streak When **New Chase Created** fires in [PayChasers](https://apiant.ai/connections/paychasers), your agent runs **Create Task** in [Streak](https://apiant.ai/connections/streak), or **New Box** in Streak to **Create Client** in PayChasers. Describe the whole flow and it is built, tested on every scenario and kept running. PayChasers **1** trigger PayChasers **5** actions Streak **12** triggers Streak **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PayChasers and Streak to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What PayChasers and Streak can do together ### From PayChasers to Streak - When **New Chase Created** in PayChasers then **Create Task** in Streak - When **New Chase Created** in PayChasers then **Update Task** in Streak ### From Streak to PayChasers - When **New Box** in Streak then **Create Client** in PayChasers - When **New email thread** in Streak then **List clients** in PayChasers 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 PayChasers and Streak ## Triggers and actions 13 triggers · 26 actions - Trigger **New Chase Created** Triggers when a new payment chase is created in PayChasers, via the dashboard or the API. - Action **Create Chase** Creates a new payment chase for a client, so PayChasers starts following up on the amount owed. The client is matched by email (or created if new) or picked by client id. - Action **Create Client** Adds a new client to your PayChasers account with a name, billing email and optional notes. - Action **List chases** Returns the payment chases in your PayChasers account, optionally filtered by status. - Action **List clients** Returns the clients in your PayChasers account. - Action **Mark Chase as Paid** Marks a payment chase as paid, stopping further follow-ups for it. - Trigger **New Box** Triggered when a new box is added to the specified pipeline. - Trigger **New email thread** Triggered when a new email thread is added to the specified box. - Trigger **New event** Triggered when a new event occurs within any pipeline. - Trigger **New event in box** Triggered when a new event occurs within the specified box. - Trigger **New event in pipeline** Triggered when a new event occurs within the specified pipeline. - Trigger **New file** Triggered when a new file is added to the specified box. - Trigger **New Pipeline** Triggered when a new pipeline is added. - Trigger **New snippet** Triggered when a new snippet is added. - Trigger **New Stage** Triggered when a new stage is added to the specified pipeline. - Trigger **New Task in Box** Triggered when a new task is added to the specified box. - Trigger **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. - Trigger **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. - Action **Create Box** Adds a new box to the specified pipeline. - Action **Create Comment** Adds a new comment to the specified box. - Action **Create Pipeline** Creates a new pipeline. - Action **Create Stage** Adds a new stage to the specified pipeline. - Action **Create Task** Adds a new task to the specified box. - Action **Delete Box** Deletes a box by its key. - Action **Delete Stage** Deletes a stage from the specified pipeline. - Action **Delete Task** Deletes a task by its key. - Action **Get Box** Gets a single box by its key. - Action **Get Current User** Returns the user associated with the API key. - Action **Get Pipeline** Gets a single pipeline by its key. - Action **List Boxes in Pipeline** Lists all boxes in the specified pipeline. - Action **List Fields** Lists all fields in the specified pipeline. - Action **List Pipelines** Lists all pipelines the user has access to. - Action **List Stages** Lists all stages in the specified pipeline. - Action **List Tasks in Box** Lists all tasks in the specified box. - Action **Move Box to Stage** Moves a box to a stage in the specified pipeline. - Action **Search** Searches boxes, contacts, and organizations across Streak. - Action **Update Box** Updates a box's name, notes, or stage. - Action **Update Box Field Value** Sets the value of a custom field on a box. - Action **Update Task** Updates a task's text, due date, or completion status. ## Each app on its own - [ **PayChasers** PayChasers is a payment follow-up tool that automates reminders for invoices, rent, deposits, and personal...](https://apiant.ai/connections/paychasers) - [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak) Reviews ## What our customers say ## More from PayChasers - [ **PayChasers to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paychasers-to-salesforce) - [ **PayChasers to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paychasers-to-slack) - [ **PayChasers to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paychasers-to-stripe) - [ **PayChasers to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paychasers-to-shopify) - [ **PayChasers to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paychasers-to-quickbooks-online) - [ **PayChasers to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paychasers-to-pipedrive) ## More into Streak - [ **HubSpot to Streak** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-streak) - [ **Salesforce to Streak** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-streak) - [ **Slack to Streak** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-streak) - [ **Gmail to Streak** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-streak) - [ **Mailchimp to Streak** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-streak) - [ **Shopify to Streak** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-streak) Questions ## PayChasers and Streak, answered ### ### What can start an automation from PayChasers? Any of PayChasers's 1 trigger in the catalog, including New Chase Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Streak when something happens in PayChasers? 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 PayChasers? Yes. When something happens in Streak, your agent can act in PayChasers too. This page covers both directions: Streak's triggers and PayChasers's actions are listed here as well. ### ### Do I have to build a connector for PayChasers 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 PayChasers 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.