--- title: "Connect Streak and Agile CRM - APIANT.ai" description: "When \"New Box\" fires in Streak, your agent runs \"Add lead score by email\" in Agile CRM, or \"New contact\" in Agile CRM to \"Create Task\" in Streak." canonical: "https://apiant.ai/connect/streak-to-agile-crm" --- # Connect Streak and Agile CRM When **New Box** fires in [Streak](https://apiant.ai/connections/streak), your agent runs **Add lead score by email** in [Agile CRM](https://apiant.ai/connections/agile-crm), or **New contact** in Agile CRM to **Create Task** in Streak. Describe the whole flow and it is built, tested on every scenario and kept running. Streak **12** triggers Streak **21** actions Agile CRM **10** triggers Agile CRM **63** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Streak and Agile CRM 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) Streak keeps your pipeline inside Gmail while Agile CRM holds contacts, deals and tickets. Connecting them means a new box in Streak can find the matching contact in Agile CRM and open a deal, and a new contact in Agile CRM can show up as a box your reps work from their inbox. The agent builds the connection, tests every scenario and keeps it running. Example flows ## What Streak and Agile CRM can do together ### From Streak to Agile CRM - When **New Box** in Streak then **Add lead score by email** in Agile CRM - When **New email thread** in Streak then **Search contact by email** in Agile CRM ### From Agile CRM to Streak - When **New contact** in Agile CRM then **Create Task** in Streak - When **New matching task** in Agile CRM then **Update Task** in Streak 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 Streak and Agile CRM ## Triggers and actions 22 triggers ยท 84 actions - 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. - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) โ€” create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create an event - Action **Create new contact (just email)** Creates a new contact using just the email address, then returns the new Contact ID. - Action **Create note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria โ€” pick the milestone you want out of the returned groups. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) โ€” update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive. - Action **Update event** Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive. - Action **Update task** partially update a task - Action **Update track** Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive. ## Each app on its own - [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak) - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) Reviews ## What our customers say ## More from Streak - [ **Streak to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/streak-to-stripe) - [ **Streak to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/streak-to-trello) - [ **Streak to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/streak-to-zoom) - [ **Streak to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/streak-to-typeform) - [ **Streak to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/streak-to-webflow) - [ **Streak to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/streak-to-anthropic) ## More into Agile CRM - [ **Slack to Agile CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agile-crm) - [ **Google Sheets to Agile CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-agile-crm) - [ **ActiveCampaign to Agile CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-agile-crm) - [ **MySQL to Agile CRM** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-agile-crm) - [ **2Chat to Agile CRM** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-agile-crm) - [ **3Scribe to Agile CRM** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-agile-crm) Questions ## Streak and Agile CRM, answered ### ### Can a new Streak box create a deal for the right person in Agile CRM? Yes. The New Box trigger in Streak can feed Search contact by email in Agile CRM, and when that contact comes back you can use Create deal by contact email so the deal sits under the existing record rather than a duplicate. ### ### What happens when someone finishes a task in Streak? The Task complete trigger fires for tasks marked done in the pipeline you pick, and it can run Add note by contact email in Agile CRM so the contact record carries what was done. The agent tests each scenario before it goes live. ### ### What can start an automation from Streak? Any of Streak's 12 triggers in the catalog, including New Box, New email thread, New event and New event in box. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agile CRM when something happens in Streak? Any of Agile CRM's 63 actions, including Add lead score by email, Search contact by email, Search contact by email (POST) and Create company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agile CRM to Streak? Yes. When something happens in Agile CRM, your agent can act in Streak too. This page covers both directions: Agile CRM's triggers and Streak's actions are listed here as well. ### ### Do I have to build a connector for Streak or Agile CRM? 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 Streak and Agile CRM 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.