Integrate Streak with Clustdoc
Send information between Streak and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Streak and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is created in the selected team
Contact updated
Triggers when the details of a contact is updated in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Box pipeline changed
Triggers when a box is moved between pipelines
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Organization created
Triggers when a new organization is created
Box created
Triggers when a new box is created in the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
Application created
Triggers when a new application is created
E-contract created
Triggers when a new e-contract is created
Application closed
Triggers when an application is closed
Template created
Triggers when a new template is created
Online form created
Triggers when a new online form is created
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create new box
Creates a new box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Create comment
Creates a new comment
Add contact to box
Adds a contact to the specified box
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
Fetch contact
Fetches the details of an existing contact by key or email
Fetch box
Fetches the details of the specified box
Create e-contract
Creates a new e-contract
Create template
Creates a new template
Create message
Creates a new message
Create online form
Creates a new online form
Create application
Creates a new application
Update online form
Updates the details of an existing online form
Update e-contract
Updates the details of an existing e-contract
Update an application
Updates the details of an existing application
Update template
Updates the details of an existing template
Update message
Updates the details of an existing message
Fetch template
Fetches the details of an existing template using ID
Fetch online form
Fetches the details of an existing online form using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch application
Fetches the details of an existing application using ID
Fetch message
Fetches the details of an existing message using ID
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
Search template record
Searches for an existing template using template 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 Clustdoc?
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CEO, Lakeside CNC Group
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