Streak

Create a new pipeline box (deal, lead, case, or any custom record) in a specified Streak pipeline.

Update fields on an existing Streak box — stage, notes, custom fields, assigned users, or any other editable property.

Search for an existing box in a Streak pipeline by name, email thread, or custom field — returns the matching box record.

Return an existing box matching the search criteria or create a new one if none is found — the idempotent pipeline record operation.

Associate an existing Streak contact with a pipeline box, linking them as a participant or stakeholder in the deal or case.

Link a Streak organisation record to a pipeline box, associating the company as the account behind the deal or case.

Add a structured comment to a Streak box, logging notes, decisions, or summaries as a permanent part of the record's activity feed.

Create a task on a Streak box with a due date and assigned user — surfaced in the Streak tasks view and the Gmail sidebar.

Update an existing task on a Streak box — change the due date, assignee, or task text.

Log a meeting or call record on a Streak box, capturing the participants, date, duration, and outcome as a structured activity entry.

Update an existing Streak contact's fields — name, email, phone, title, or any custom field on the contact record.

Search Streak for an existing contact by email address or name — returns the contact record if found.

Search Streak for an existing organisation by name or domain — returns the organisation record if found.

Create a relationship link between two Streak boxes, connecting related deals, support cases, or records across pipelines.

Retrieve the full Gmail email thread associated with a Streak box by thread key — returns all messages in the conversation.

Retrieve a file attached to a Streak box by its file key — returns the file metadata and download URL.

Make a custom authenticated request to any Streak API endpoint — for advanced use cases not covered by the standard action set.

Fires within about a minute when a new box is created in any Streak pipeline — lets you react to new deals, leads, or cases as they enter the system.

Fires within about a minute when a box moves from one stage to another in a Streak pipeline — the most important signal for automated pipeline follow-through.

Fires within about a minute when a box is moved from one Streak pipeline to another — useful for cross-functional handoffs between teams.

Fires within about a minute whenever any field on a box is edited — a broad signal for keeping external systems in sync with Streak.

Fires within about a minute when a new contact is created in Streak — useful for syncing contacts to external systems or triggering outreach sequences.

Fires within about a minute when a contact record in Streak is modified — keeps external directories and comms tools in sync with the latest contact details.

Fires within about a minute when a new comment is posted on any Streak box — enables real-time notifications and documentation of internal activity.

Fires within about a minute when a new task is created on a Streak box — useful for surfacing task assignments to external project tools.

Fires within about a minute when a task on a Streak box is marked complete — useful for triggering the next step in a sequential workflow.

Fires within about a minute when a task on a Streak box reaches its due date — ideal for escalations and time-sensitive reminders.

Fires within about a minute when the number of emails on a box changes — useful for detecting new replies on a tracked deal or support thread.