Connect RO App and Streak

Both apps 84RO App 51Streak 33

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.