--- title: "Connect Streak and Campaign Refinery - APIANT.ai" description: "When \"New Box\" fires in Streak, your agent runs \"Create Custom Attribute\" in Campaign Refinery." canonical: "https://apiant.ai/connect/streak-to-campaign-refinery" --- # Connect Streak and Campaign Refinery When **New Box** fires in [Streak](https://apiant.ai/connections/streak), your agent runs **Create Custom Attribute** in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), or **New Custom Attribute** in Campaign Refinery 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 Campaign Refinery **5** triggers Campaign Refinery **13** 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 Campaign Refinery 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 Campaign Refinery can do together ### From Streak to Campaign Refinery - When **New Box** in Streak then **Create Custom Attribute** in Campaign Refinery - When **New email thread** in Streak then **Create Custom Attribute Group** in Campaign Refinery ### From Campaign Refinery to Streak - When **New Custom Attribute** in Campaign Refinery then **Create Task** in Streak - When **New Custom Attribute Group** in Campaign Refinery 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 Campaign Refinery ## Triggers and actions 17 triggers · 34 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 **New Custom Attribute** Triggers when there is a new custom attribute. - Trigger **New Custom Attribute Group** Triggers when there is a new custom attribute group. - Trigger **New Form** Triggers when there is a new form. - Trigger **New Goal** Triggers when there is a new goal. - Trigger **New Tag** Triggers when a new tag is created. - Action **Create Custom Attribute** Creates a custom attribute. - Action **Create Custom Attribute Group** Creates a custom attribute group. - Action **Create Form** Creates a form. - Action **Create Goal** Creates a goal. - Action **Create Tag** Creates a tag. - Action **Delete Tag** Schedules a tag for deletion. - Action **Find Custom Attribute** Finds a custom attribute by key. - Action **Find Form** Finds a form by name. - Action **Find Goal** Finds a goal by name. - Action **Find Tag** Finds a tag by name. - Action **Update Custom Attribute** Updates a custom attribute. - Action **Update Form** Updates a form. - Action **Update Goal** Updates a goal. ## 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) - [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery) 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 Campaign Refinery - [ **Google Calendar to Campaign Refinery** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-campaign-refinery) - [ **Gmail to Campaign Refinery** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-campaign-refinery) - [ **ActiveCampaign to Campaign Refinery** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-campaign-refinery) - [ **Airtable to Campaign Refinery** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-campaign-refinery) - [ **Asana to Campaign Refinery** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-campaign-refinery) - [ **Zoom to Campaign Refinery** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoom-to-campaign-refinery) Questions ## Streak and Campaign Refinery, 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 Campaign Refinery when something happens in Streak? Any of Campaign Refinery's 13 actions, including Create Custom Attribute, Create Custom Attribute Group, Create Form and Create Goal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Campaign Refinery to Streak? Yes. When something happens in Campaign Refinery, your agent can act in Streak too. This page covers both directions: Campaign Refinery's triggers and Streak's actions are listed here as well. ### ### Do I have to build a connector for Streak or Campaign Refinery? 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 Campaign Refinery 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.