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Integrate Streak with Forecast
Send information between Streak and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Forecast each time a new task is created in Streak
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Forecast every time a new task is added in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in Forecast.
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Create a new task in Forecast each time a new task is created in Streak
Streak + Forecast
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Build your own integrations between Streak and Forecast
Connect Streak and Forecast with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Streak and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Box stage changed
Triggers when the stage of a box in the selected pipeline changes
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Pipeline created
Triggers when a new pipeline is created
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Contact added
Triggers when a new contact is created in the selected team
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Box created
Triggers when a new box is created in the selected pipeline
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Stage added
Triggers when a new stage is added to the selected pipeline
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Task created
Triggers when a new task is created in the selected pipeline
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Box pipeline changed
Triggers when a box is moved between pipelines
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Organization created
Triggers when a new organization is created
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Box updated
Triggers when the properties of a box is updated in the selected pipeline
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Contact updated
Triggers when the details of a contact is updated in the selected team
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New person
Triggers when a new person is added
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New time entry
Triggers when a new time entry is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New client
Triggers when a new client is created
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New task
Triggers when a new card is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create organization
Creates a new organization
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Create new box
Creates a new box
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Create comment
Creates a new comment
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Add contact to box
Adds a contact to the specified box
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Create task
Creates a new task in the selected box
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Update organization
Updates the details of an existing organization
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Update box
Updates the properties of the specified box
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Update task
Updates the details of an existing task
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Update contact
Updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact by key or email
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Fetch box
Fetches the details of the specified box
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Fetch task
Fetches the details of an existing task
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Fetch organization
Fetches the details of an existing organization by key or name
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Create project
Creates a new project
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Create time registration
Creates a new time registration
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Create task
Creates a new task
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Create label
Creates a new label
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Add person
Adds a new person
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Create client
Creates a new client
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Create sprint
Creates a new sprint in the selected project
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Create milestone
Creates a new milestone in the selected project
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Create subtask
Creates a new sub task/to-do
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Fetch label
Fetches an existing label by name
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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