Integration

Connect Streak to Assembly.com

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

Streak12 triggersStreak21 actionsAssembly.com55 triggersAssembly.com27 actions

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Everything your agent can do with Streak and Assembly.com

Triggers and actions 67 triggers · 48 actions

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.
Trigger
Client Activated
Triggers when a client authenticates in the Assembly for the first time
Trigger
Client Created
Triggers when a new client is created.
Trigger
Client Updated
High-frequency trigger for each client user update.
Trigger
Company Created
Triggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
Trigger
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Contract Signed
Triggers when a contract is signed.
Trigger
File Created
Triggers when a file gets created within a file channel
Trigger
File Updated
Triggers when a file has been updated within a file channel
Trigger
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Form Response Completed
Triggers when a form response has been completed by a recipient
Trigger
Internal User Created
Triggers when a new internal user is created.
Trigger
Invoice Created
Triggers when an invoice is created
Trigger
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Invoice Paid
Triggers when an invoice is paid
Trigger
Invoice Sent
Triggers when an invoice is sent
Trigger
Invoice Updated
Triggers when an invoice is updated
Trigger
Invoice Voided
Triggers when an invoice is voided
Trigger
Link Created
Triggers when a link gets created within a file channel
Trigger
Link Updated
Triggers when a link gets updated within a file channel
Trigger
List Clients
Lists the clients.
Trigger
List Companies
Lists the companies.
Trigger
List Form Responses
List Form Responses for a specific form
Trigger
List Invoice Templates
Lists the invoice templates.
Trigger
List Message Channels
Lists the message channels.
Trigger
List Messages
Lists messages in a channel
Trigger
List Notes
Lists notes in a workspace.
Trigger
List Payments
Lists the payments.
Trigger
List Prices
Lists the prices.
Trigger
List Products
Lists the products.
Trigger
List Subscriptions
Lists the subscriptions.
Trigger
List Subscription Templates
Lists the subscription templates.
Trigger
List Task Comments
Lists task comments in a workspace.
Trigger
List Tasks
Lists tasks in a workspace.
Trigger
List Task Templates
Lists task templates in a workspace.
Trigger
Message Channel Created
Triggers when a new message channel is created.
Trigger
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Note Created
Triggers when a new note is created.
Trigger
Note Updated
Triggers when a note is updated.
Trigger
Notification Created
Triggers when a new notification is created.
Trigger
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Price Created
Triggers when a price is created
Trigger
Product Created
Triggers when a product is created
Trigger
Product Updated
Triggers when a product is updated
Trigger
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Subscription Created
Triggers when an subscription is created
Trigger
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Task Created
Triggers when a task gets created in your workspace.
Trigger
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Task Updated
Triggers when a task gets updated in your workspace.
Action
Create Client
Creates a new client.
Action
Create Company
Creates a new company.
Action
Create File
Creates a file in a specified files channel.
Action
Create Folder
Creates a folder in a specified file channel.
Action
Create Link
Creates a link in a specified files channel.
Action
Create Message Channel
Creates a new message channel.
Action
Create Note
Creates a new note.
Action
Find a Client
Search for a client by ID, email, or company.
Action
Find a Company
Search for a company by ID or name.
Action
Find a File
Search for a file by ID.
Action
Find a Form
Search for a Form by ID.
Action
Find a Message Channel
Search for a message channel by ID or by filters
Action
Find an Internal User
Search for an internal user by ID.
Action
Find an Invoice
Search for an invoice by ID.
Action
Find a Note
Search for a note by ID or by filters
Action
Find a Price
Search for a Price by ID.
Action
Find a Product
Search for a Product by ID.
Action
Find a Subscription
Search for a Subscription by ID.
Action
Find a Task
Search for a task by ID or by filters
Action
Find a Task Comment
Search for a task comment by ID
Action
Find a Task Template
Search for a task template by ID or by filters
Action
Request Form Responses
Ask clients to fill out a form.
Action
Send Message
Create and send a message to a designated message channel.
Action
Update Client
Update a client
Action
Update Company
Update the name of a company
Action
Update Internal User
Update an internal user
Action
Update Note
Update the title and content of a note.

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The other way round: Assembly.com to Streak