--- title: "Connect Streak and Better Proposals - APIANT.ai" description: "When \"New Box\" fires in Streak, your agent runs \"Create a Proposal\" in Better Proposals." canonical: "https://apiant.ai/connect/streak-to-better-proposals" --- # Connect Streak and Better Proposals When **New Box** fires in [Streak](https://apiant.ai/connections/streak), your agent runs **Create a Proposal** in [Better Proposals](https://apiant.ai/connections/better-proposals), or **Proposal Opened** in Better Proposals 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 Better Proposals **3** triggers Better Proposals **1** action 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 Better Proposals 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 Streak and Better Proposals can do together ### From Streak to Better Proposals - When **New Box** in Streak then **Create a Proposal** in Better Proposals ### From Better Proposals to Streak - When **Proposal Opened** in Better Proposals then **Create Task** in Streak - When **Proposal Paid** in Better Proposals 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 Better Proposals ## Triggers and actions 15 triggers · 22 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 **Proposal Opened** Triggers when a proposal is opened. - Trigger **Proposal Paid** Triggers when a proposal is paid. - Trigger **Proposal Signed** Triggers when a proposal is signed. - Action **Create a Proposal** Creates a new proposal. ## 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) - [ **Better Proposals** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connections/better-proposals) 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 Better Proposals - [ **Stripe to Better Proposals** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-better-proposals) - [ **ActiveCampaign to Better Proposals** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-better-proposals) - [ **Airtable to Better Proposals** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-better-proposals) - [ **Asana to Better Proposals** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-better-proposals) - [ **JIRA to Better Proposals** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-better-proposals) - [ **Brevo to Better Proposals** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-better-proposals) Questions ## Streak and Better Proposals, answered ### ### 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 Better Proposals when something happens in Streak? Any of Better Proposals's 1 action, including Create a Proposal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Better Proposals to Streak? Yes. When something happens in Better Proposals, your agent can act in Streak too. This page covers both directions: Better Proposals's triggers and Streak's actions are listed here as well. ### ### Do I have to build a connector for Streak or Better Proposals? 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 Better Proposals 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.