Integration

Connect Streak to Ortto

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

Streak12 triggersStreak21 actionsOrtto4 triggersOrtto10 actions

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What do you want Streak and Ortto 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 Ortto

Triggers and actions 16 triggers · 31 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
Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
Trigger
New Activity Occurred
Triggers when a new Ortto activity occurs.
Trigger
New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
Trigger
Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
Action
Add Custom Field
Create a new custom field on the person or organization schema in Ortto. Endpoint: POST /v1/custom-field/create. Vendor doc: https://help.ortto.com/developer/latest/api-reference/custom-field/
Action
Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
Action
Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto. Endpoint: POST /v1/person/delete (and /v1/organization/delete for accounts). Vendor doc: https://help.ortto.com/a-260-archive-restore-and-delete-people-archive-restore-delete
Action
Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
Action
List Activities
Retrieve the activity feed for a given contact in Ortto. Endpoint: POST /v1/person/activities/list (activity log for a contact ID). Vendor doc: https://help.ortto.com/a-773-retrieve-activity-feed-for-a-given-contact
Action
Opt Out From SMS
Opt out a person from all SMS communications.
Action
Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
Action
Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
Action
Unsubscribe a Person
Unsubscribe a person from all emails.
Action
Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience. Endpoint: POST /v1/audience/subscribe. Vendor doc: https://help.ortto.com/developer/latest/api-reference/audiences/

Each app on its own

The other way round: Ortto to Streak