Integration
Connect Streak and Sure Send
When New Box fires in Streak, your agent runs Create Task in Sure Send, or New Appointment in Sure Send to Create Task in Streak. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Streak and Sure Send to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Streak and Sure Send can do together
From Streak to Sure Send
When New Box in Streak
then Create Task in Sure Send
When New email thread in Streak
then Create Appointment in Sure Send
From Sure Send to Streak
When New Appointment in Sure Send
then Create Task in Streak
When New Call in Sure Send
then Update Task in Streak
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Streak and Sure Send
Triggers and actions 23 triggers · 36 actions
Trigger
New BoxTriggered when a new box is added to the specified pipeline.
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.
Trigger
New snippetTriggered when a new snippet is added.
Trigger
New StageTriggered when a new stage is added to the specified pipeline.
Trigger
New Task in BoxTriggered when a new task is added to the specified box.
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 AppointmentTriggers when a new appointment is created in Sure Send.
Trigger
New CallTriggers when a new call is logged in Sure Send.
Trigger
New CompanyTriggers when a new company is created in Sure Send.
Trigger
New EmailTriggers when an email is sent or received in Sure Send.
Trigger
New Lead AssignedTriggers when a person is assigned to the chosen user in Sure Send.
Trigger
New NoteTriggers when a new note is added in Sure Send.
Trigger
New PersonTriggers when a new person is created in Sure Send.
Trigger
New TaskTriggers when a new task is created in Sure Send.
Trigger
Person Stage UpdatedTriggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
Trigger
Tag Added to ContactTriggers once when the chosen tag is added to a person in Sure Send.
Trigger
Updated PersonTriggers when a person is created or updated in Sure Send.
Action
Add Tags to PersonAdds one or more tags to an existing person in Sure Send.
Action
Create AppointmentCreates an appointment for a person in Sure Send.
Action
Create CallLogs a phone call with a person in Sure Send.
Action
Create CompanyCreates a company in Sure Send.
Action
Create NoteAdds a note to a person in Sure Send.
Action
Create PersonCreates a new person (contact or lead) in Sure Send. People are deduplicated by email.
Action
Create TaskCreates a follow-up task for a person in Sure Send.
Action
Find CompanyFinds the first company in Sure Send matching a name, email or phone.
Action
Find or Create CompanyLooks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
Action
Find or Create PersonLooks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
Action
Find PersonFinds the first person in Sure Send matching an email, phone or name.
Action
Find StageFinds a pipeline stage in Sure Send by its name.
Action
Find TaskFinds the most recent task for a person in Sure Send.
Action
Update CompanyUpdates an existing company in Sure Send; only the fields you supply change.
Action
Update PersonUpdates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Streak and Sure Send, answered
What can start an automation from Streak?
Any of Streak's 12 triggers in the catalog, including New Box, New email thread, New event and New event in box. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sure Send when something happens in Streak?
Any of Sure Send's 15 actions, including Create Appointment, Create Call, Create Company and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sure Send to Streak?
Yes. When something happens in Sure Send, your agent can act in Streak too. This page covers both directions: Sure Send's triggers and Streak's actions are listed here as well.
Do I have to build a connector for Streak or Sure Send?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Streak and Sure Send without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.