Integrate Streak with PocketSmith
Send information between Streak and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Streak and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Box created
Triggers when a new box is created in the selected pipeline
Contact added
Triggers when a new contact is created in the selected team
Stage added
Triggers when a new stage is added to 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
Contact updated
Triggers when the details of a contact is updated in the selected team
Organization created
Triggers when a new organization is created
Box pipeline changed
Triggers when a box is moved between pipelines
Task created
Triggers when a new task is created in the selected pipeline
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add contact to box
Adds a contact to the specified box
Create organization
Creates a new organization
Create comment
Creates a new comment
Create task
Creates a new task in the selected box
Create new box
Creates a new box
Update box
Updates the properties of the specified box
Update organization
Updates the details of an existing organization
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Fetch contact
Fetches the details of an existing contact by key or email
Fetch organization
Fetches the details of an existing organization by key or name
Fetch task
Fetches the details of an existing task
Fetch box
Fetches the details of the specified box
Create account
Creates an account belonging to the user by their ID
Create transaction
Creates a transaction in a transaction account
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.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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