Integration

Connect Streak to Copper

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

Streak12 triggersStreak21 actionsCopper17 triggersCopper22 actions

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What do you want Streak and Copper to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Streak and Copper

Triggers and actions 29 triggers · 43 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
New Activity
Triggers when a new activity is created.
Trigger
New Company
Triggers when a new Company is created in Copper.
Trigger
New Lead
Triggers when a Lead is created in Copper.
Trigger
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
New Person
Triggers when a new Person is created in Copper.
Trigger
New Project
Triggers when a new Project is created in Copper.
Trigger
New Task
Triggers when a new Task is created in Copper.
Trigger
Updated Company
Triggers when a Person's Company is changed.
Trigger
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Updated Lead
Triggers when a Lead is changed.
Trigger
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Updated Person
Triggers when a Person is changed.
Trigger
Updated Project
Triggers when a Project is changed.
Trigger
Updated Task
Triggers when a Task is changed.
Action
Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Opportunity
Creates a new Opportunity.
Action
Create Person
Creates a new Person.
Action
Create Project
Creates a new Project.
Action
Create Task
Creates a new Task.
Action
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Action
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Action
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Action
Create/Update Person
Creates or Updates a Person depending on the match criteria.
Action
Create/Update Project
Creates or Updates a Project depending on the match criteria.
Action
Search for a Company
Searches for an existing company in Copper.
Action
Search for an Activity
Searches for an existing activity in Copper.
Action
Search for a Opportunity
Searches for an existing opportunity in Copper.
Action
Search for a Person
Searches for an existing person in Copper.
Action
Search for a Project
Searches for an existing project in Copper.
Action
Update Company
Updates a Company depending on the match criteria.
Action
Update Opportunity
Updates an Opportunity based off of a match criteria.
Action
Update Person
Updates a Person depending on the match criteria.
Action
Update Project
Updates a Project depending on the match criteria.

Each app on its own

The other way round: Copper to Streak