Connect Streak and Kustomer

Both apps 60Streak 33Kustomer 27

• 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
  Conversation Created

  Triggers when a new conversation is created in Kustomer.

• Trigger
  Conversation Updated

  Triggers when a Kustomer conversation is created or updated.

• Trigger
  Customer Created

  Triggers when a new customer is created in Kustomer.

• Trigger
  Customer Updated

  Triggers when a Kustomer customer is created or updated.

• Trigger
  Message Created

  Triggers when a new message is sent or received in Kustomer.

• Trigger
  Message Updated

  Triggers when a Kustomer message is created or updated.

• Action
  Add custom object

  Creates a new custom object (KObject) of the chosen custom object type in Kustomer.

• Action
  Add message

  Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.

• Action
  Create Company

  Creates a company in Kustomer that customers can be linked to.

• Action
  Create Conversation

  Creates a new conversation for a Kustomer customer, with an optional name, status and tags.

• Action
  Create Customer

  Creates a new customer in Kustomer with a name, email, phone and optional external ID.

• Action
  Create Notes

  Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.

• Action
  Create User

  Invites a new agent user to your Kustomer org by name and email.

• Action
  Delete Customer

  Deletes a Kustomer customer by ID.

• Action
  Find Conversation

  Finds a Kustomer conversation by the external ID your own system gave it.

• Action
  Find Customer

  Finds a Kustomer customer by email address and returns their ID, name and phone.

• Action
  Find custom objects by criteria

  Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.

• Action
  Find User

  Finds a Kustomer agent user by email address.

• Action
  Get Company

  Returns one Kustomer company by ID.

• Action
  Get Conversation

  Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.

• Action
  Get Customer

  Returns one Kustomer customer by ID, with name, emails, phones and timestamps.

• Action
  Get message

  Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.

• Action
  Get user

  Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.

• Action
  List teams

  Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.

• Action
  Update company

  Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.

• Action
  Update Conversation

  Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.

• Action
  Update Customer

  Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.

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