Integrate Streak with Insightful

Send information between Streak and Insightful automatically, without writing any code, using Zoho Flow.

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Set up tasks in Insightful when new tasks are initiated in Streak

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Insightful every time a new task is added in Streak.

How it works
  1. The flow triggers when a new task is created in the selected pipeline in Streak.
  2. Zoho Flow creates a new task in Insightful.
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Set up tasks in Insightful when new tasks are initiated in Streak

Streak + Insightful

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Supported triggers and actions

Integrate Streak and Insightful 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

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team 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 team

Creates a new team

Create employee

Creates a new employee

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

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.

Contact Management CRM

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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