Integrate Streak with Aero Workflow
Send information between Streak and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Aero Workflow whenever a new task is initiated in Streak
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Aero Workflow whenever a new task is initiated 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 Aero Workflow.
Set up a new task in Aero Workflow whenever a new task is initiated in Streak
Streak + Aero Workflow
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Supported triggers and actions
Integrate Streak and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task created
Triggers when a new task is created in the selected pipeline
Box created
Triggers when a new box is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Organization created
Triggers when a new organization is created
Box pipeline changed
Triggers when a box is moved between pipelines
Contact added
Triggers when a new contact is created in the selected team
Box updated
Triggers when the properties of a box is updated in the selected pipeline
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create comment
Creates a new comment
Create new box
Creates a new box
Add contact to box
Adds a contact to the specified box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
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
Update organization
Updates the details of an existing organization
Fetch box
Fetches the details of the specified box
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
Create contact
Creates a new contact
Create email
Creates a new email
Create appointment
Creates a new appointment
Create task
Creates a new task
Create company
Creates a new company
Fetch contact
Fetch details of a contact by 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.
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
