Integration

Connect Previsto to Streak

When something happens in Previsto, your agent does the next thing in Streak. Describe it in plain language and the automation is built, tested on every branch and kept running.

Previsto5 triggersPrevisto13 actionsStreak12 triggersStreak21 actions

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What do you want Previsto and Streak to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Previsto and Streak

Triggers and actions 17 triggers · 34 actions

Trigger
Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
Trigger
Created Agreement
Triggers when a new service agreement is created in Previsto.
Trigger
Created Assignment
Triggers when a new assignment is created in Previsto.
Trigger
Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
Action
Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreement
Deletes a service agreement from Previsto.
Action
Delete assignment
Deletes an assignment from Previsto.
Action
Delete contact
Deletes a contact from Previsto.
Action
Get account
Returns a single Previsto account, including its contact details, roles and location.
Action
Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
Action
Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
Trigger
New Box
Triggered when a new box is added to the specified pipeline (polling).
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 (polling).
Trigger
New snippet
Triggered when a new snippet is added.
Trigger
New Stage
Triggered when a new stage is added to the specified pipeline (polling).
Trigger
New Task in Box
Triggered when a new task is added to the specified box (polling).
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

The other way round: Streak to Previsto