Connect Streak to Heartbeat

Both apps 43Streak 33Heartbeat 10

• 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
  Abandoned Invitation Link

  Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.

• Trigger
  Course Completed

  Triggers when a user completes a course.

• Trigger
  New Event

  Triggers when a new event is created.

• Trigger
  New Event RSVP

  Triggers when someone RSVPs to an event.

• Action
  Create Event

  Creates an event in a Heartbeat community and optionally invites people or groups.

• Action
  Create Group

  Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.

• Action
  Create Thread

  Posts a new thread in a Heartbeat channel.

• Action
  Deactivate User

  Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.

• Action
  List Channels

  Returns all channels in the Heartbeat community, with each channel's name, emoji and type.

• Action
  List Threads

  Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.