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What do you want Streak and Ontraport to do together?
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Triggers and actions 17 triggers · 35 actions
Trigger
New BoxTriggered when a new box is added to the specified pipeline (polling).
Trigger
New email threadTriggered when a new email thread is added to the specified box.
Trigger
New eventTriggered when a new event occurs within any pipeline.
Trigger
New event in boxTriggered when a new event occurs within the specified box.
Trigger
New event in pipelineTriggered when a new event occurs within the specified pipeline.
Trigger
New fileTriggered when a new file is added to the specified box.
Trigger
New PipelineTriggered when a new pipeline is added (polling).
Trigger
New snippetTriggered when a new snippet is added.
Trigger
New StageTriggered when a new stage is added to the specified pipeline (polling).
Trigger
New Task in BoxTriggered when a new task is added to the specified box (polling).
Trigger
New task in pipelineFires 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 completeFires 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 BoxAdds a new box to the specified pipeline.
Action
Create CommentAdds a new comment to the specified box.
Action
Create PipelineCreates a new pipeline.
Action
Create StageAdds a new stage to the specified pipeline.
Action
Create TaskAdds a new task to the specified box.
Action
Delete BoxDeletes a box by its key.
Action
Delete StageDeletes a stage from the specified pipeline.
Action
Delete TaskDeletes a task by its key.
Action
Get BoxGets a single box by its key.
Action
Get Current UserReturns the user associated with the API key.
Action
Get PipelineGets a single pipeline by its key.
Action
List Boxes in PipelineLists all boxes in the specified pipeline.
Action
List FieldsLists all fields in the specified pipeline.
Action
List PipelinesLists all pipelines the user has access to.
Action
List StagesLists all stages in the specified pipeline.
Action
List Tasks in BoxLists all tasks in the specified box.
Action
Move Box to StageMoves a box to a stage in the specified pipeline.
Action
SearchSearches boxes, contacts, and organizations across Streak.
Action
Update BoxUpdates a box's name, notes, or stage.
Action
Update Box Field ValueSets the value of a custom field on a box.
Action
Update TaskUpdates a task's text, due date, or completion status.
Trigger
New ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New TaskPolling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New TransactionPolling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contactA trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
Action
Create ObjectCreate a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
Action
Create or Update ContactCreate a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
Action
Create TaskCreate a Task object (objectID 1) in Ontraport.
Action
Delete ContactDelete a contact by its Ontraport ID.
Action
Delete ObjectDelete a record of any object type by objectID and id.
Action
Find Contact by EmailFind a contact by exact email match. Returns the first matching record.
Action
Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
Action
Get ContactRetrieve a single contact by its Ontraport ID.
Action
Get ObjectRetrieve a single record of any object type by objectID and id.
Action
List ContactsList contacts with optional search, range, and sort.
Action
List ObjectsList records of any object type with optional search and range.
Action
Remove Tag from ContactRemove a tag from one or more contacts.
Action
Tag ContactAdd a tag to one or more contacts.
Action
Update ObjectUpdate a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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