--- title: "Connect Streak to Unleashed Software - APIANT.ai" description: "When \"New Box\" fires in Streak, your agent runs \"Add customer\" in Unleashed Software." canonical: "https://apiant.ai/connect/streak-to-unleashed-software" --- # Connect Streak to Unleashed Software When **New Box** fires in [Streak](https://apiant.ai/connections/streak), your agent runs **Add customer** in [Unleashed Software](https://apiant.ai/connections/unleashed-software). Describe the whole flow and it is built, tested on every scenario and kept running. Streak **12** triggers Streak **21** actions Unleashed Software **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Streak and Unleashed Software to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Streak can start in Unleashed Software - When **New Box** in Streak then **Add customer** in Unleashed Software - When **New email thread** in Streak then **Add purchase order** in Unleashed Software 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 Unleashed Software ## Triggers and actions 12 triggers · 36 actions - 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. - Action **Add customer** - Action **Add product** Adds a new product - Action **Add purchase order** - Action **Add sales order** - Action **Add stock adjustment** Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products. - Action **Get stock adjustment** Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines. - Action **List customers** Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers). - Action **List products** Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date. - Action **List purchase orders** Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number. - Action **List sales invoices** Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status. - Action **List sales orders** Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range. - Action **List suppliers** Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date. - Action **Update customer** Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed. - Action **Update product** Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value. - Action **Update sales order** Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value. ## Each app on its own - [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak) - [ **Unleashed Software** UnleashedSoftware is a world class online inventory management software for small, medium and large business...](https://apiant.ai/connections/unleashed-software) Reviews ## What our customers say ## More from Streak - [ **Streak to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/streak-to-stripe) - [ **Streak to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/streak-to-trello) - [ **Streak to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/streak-to-zoom) - [ **Streak to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/streak-to-typeform) - [ **Streak to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/streak-to-webflow) - [ **Streak to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/streak-to-anthropic) ## More into Unleashed Software - [ **Pipedrive to Unleashed Software** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-unleashed-software) - [ **Twilio to Unleashed Software** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-unleashed-software) - [ **Freshworks CRM to Unleashed Software** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-unleashed-software) - [ **Freelo to Unleashed Software** Project management software with task lists, Kanban boards, time tracking, and project budgeting for teams.](https://apiant.ai/connect/freelo-to-unleashed-software) - [ **monday.com to Unleashed Software** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connect/monday-com-to-unleashed-software) - [ **Wufoo to Unleashed Software** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connect/wufoo-to-unleashed-software) Questions ## Streak and Unleashed Software, 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 Unleashed Software when something happens in Streak? Any of Unleashed Software's 15 actions, including Update customer, Update product, Update sales order and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Unleashed Software to Streak? Unleashed Software has no triggers in the catalog today, so automations start in Streak. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it. ### ### Do I have to build a connector for Streak or Unleashed Software? 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 Unleashed Software 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.