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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 800+ 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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Contact added
Triggers when a new contact is created in the selected team
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Contact updated
Triggers when the details of a contact is updated in the selected team
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Stage added
Triggers when a new stage is added to the selected pipeline
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Box stage changed
Triggers when the stage of a box in the selected pipeline changes
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Box pipeline changed
Triggers when a box is moved between pipelines
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Box updated
Triggers when the properties of a box is updated in the selected pipeline
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Organization created
Triggers when a new organization is created
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Box created
Triggers when a new box is created in the selected pipeline
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Task created
Triggers when a new task is created in the selected pipeline
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Pipeline created
Triggers when a new pipeline is created
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New milestone
Triggers when a new milestone 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 time entry
Triggers when a new time entry is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
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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 task
Creates a new task in the selected box
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Create contact
Creates a new contact
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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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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 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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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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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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Create task
Creates a new task
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Create client
Creates a new client
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Create project
Creates a new project
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Create label
Creates a new label
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Create sprint
Creates a new sprint in the selected project
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Create time registration
Creates a new time registration
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Add person
Adds a new person
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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.
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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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