Streak

The Streak modules allow you to watch, create, update, list, and/or delete boxes, comments, contacts, fields, organizations, pipelines, stages, and tasks in your Streak account.

Prerequisites

In order to use Streak with Make, it is necessary to add Streak as an extension to your Gmail account using the Google Chrome browser. If you do not have one, you can add Streak to your Gmail account at https://www.streak.com/.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Streak account to Make, you need to obtain your Streak API Key.

1. Log into your Gmail account and click Streak > Integrations > Get API Key.

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2. Copy the API Key to the clipboard.

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3. Go to Make and open the Streak module's Create a connection dialog.

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4. Enter the Connection name and the API Key you have copied in step 2 to the respective field.

5. Click Continue.

The connection has been established.

List Pipelines

Lists all pipelines.

Connection

Establish a connection to your Streak account.

Sort By

Select the option to sort the pipelines:

  • Date Created

  • Date Updated

Limit

The maximum number of pipelines Make should return during one scenario execution cycle.

Get a Pipeline

Lists a selected pipeline's details.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose details you want to retrieve.

Create a Pipeline

Creates a new pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Name

Enter the name of the pipeline.

Share with all users in the team

Select if you want to share the pipeline with all the users on the team.

Pipeline Fields

Add pipeline fields:

  • Field Names

    Enter the name for the pipeline field.

  • Field Type

    Select the field type:

    • Text

    • Date

    • Tag

    • Formula

    • Dropdown

    • Checkbox

    • Team Contact

Stages

Add the stage items:

  • Stage name:

    Enter the stage name.

Update a Pipeline

Updates a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key you want to update.

Name

Enter a name for the pipeline key.

Shared with Organization

Select if you want to share the pipeline key with the organization.

Team Key

Select the team key to which the pipeline key is associated.

Delete a Pipeline

Deletes a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key you want to delete.

Watch Boxes

Receives notifications about box events (creation, deletion, etc.).

Webhook Name

Enter a webhook name.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose box events you want to watch.

Event

Select the Events you want to watch:

  • Box Created

  • Box Deleted

  • Email Thread Added to Box

  • Box Changed Stage

  • Box Changed Pipeline

List Boxes

Lists all boxes in a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose boxes you want to list.

Stage Key

Select the stage key of the boxes you want to list.

Sort By

Select the option to sort the boxes:

  • Date Created

  • Date Updated

Limit

The maximum number of boxes Make should return during one scenario execution cycle.

Get a Box

Retrieves details for a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose box details you want to retrieve.

Box Key

Select the box key whose details you want to retrieve.

Create a Box

Creates a new box inside a selected pipeline.

Connection

Establish a connection to your Streak account.

Box Name

Enter the box name.

Pipeline Key

Select the pipeline key in which you want to create the box.

Stage Key

Select the stage key of the pipeline to which you want to add the box.

Lead Source

Enter the lead source of the deal.

Priority

Enter the priority of the deal.

Industry

Enter the industry of the company.

Deal Size

Enter the size of the deal.

Company Size

Enter the number of employees in the company.

Close Date

Enter the date of the sale closing date.

Box Notes

Enter the details of the box.

Update a Box

Updates a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to whose box details you want to update.

Box Key

Select the box key you want to update.

Stage Key

Select the stage key:

  • Lead

  • Contacted

  • Pitched

  • Demo

  • Negotiating

  • Closed - Lost

  • Closed - Down

  • Nurturing

Lead Source

Enter the lead source of the deal.

Priority

Enter the priority of the deal.

Industry

Enter the industry of the company.

Deal Size

Enter the size of the deal.

Company Size

Enter the number of employees in the company.

Close Date

Enter the date of the sale closing date.

Box Name

Enter a new name for the box.

Box Notes

Enter the details of the box.

Delete a Box

Deletes a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose boxes you want to delete.

Box Key

Select the box key you want to delete.

Put Email in a Box

Makes an email thread a part of a selected box. A thread can only be part of a single box at any one time. Trying to add it to a second box will result in an error.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to whose box you want to add the email.

Box Key

Select the box key to which you want to add the email.

Gmail Thread ID

Enter the Gmail thread you want to add to the box.

Watch Stages

Receives notifications about stage events.

Webhook name

Enter a webhook name.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the team key whose stage events you want to watch.

Event

Select the events you want to watch:

  • Stage Created

List Stages

Lists all stages in a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose stages you want to list.

Limit

The maximum number of stages Make should return during one scenario execution cycle.

Get a Stage

Retrieves details for a selected stage.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose stage details you want to retrieve.

Stage Key

Select the stage key whose details you want to retrieve.

Create a Stage

Creates a new stage for a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key where you want to create a stage.

Stage Name

Enter the stage name.

Update a Stage

Updates a selected stage.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose stage key you want to update.

Stage Key

Select the stage key you want to update.

New Stage Name

Enter a new name for the stage.

Delete a Stage

Deletes a selected stage. This call will only succeed if there are no boxes tagged with the key of the selected stage.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose stage key you want to delete.

Stage Key

Select the stage key you want to delete.

List Fields

Lists all fields in a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the Pipeline key whose fields you want to list.

Limit

The maximum number of fields Make should return during one scenario execution cycle.

List Field Values

List the values of custom fields for a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose fields you want to list.

Box Key

Select the box key whose fields you want to list.

Limit

The maximum number of fields Make should return during one scenario execution cycle.

Get a Field

Retrieves details for a selected field.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose field details you want to retrieve.

Field Key

Select the field key whose details you want to retrieve.

Create a Field

Creates a new field for a selected pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key in which you want to create the field.

Field Name

Enter the field name.

Field Type

Select the field type:

  • Text Input

  • Date

  • Tag

  • Formula

  • Dropdown

  • Checkbox

  • Team Contact

Update a Field

Updates the selected field.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to whose field you want to update.

Field Key

Select the field key you want to update.

New Field Name

Enter the new field name.

Delete a Field

Deletes a selected field and remove the values of this field for every box in the pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose field key you want to delete.

Field Key

Select the field key you want to delete.

List Contacts

Lists all contacts for a selected team.

Connection

Establish a connection to your Streak account.

Team Key

Select the Team Key whose contacts you want to list.

Limit

The maximum number of contacts Make should return during one scenario execution cycle.

Watch Contacts

Receives notifications about contact events.

Webhook name

Enter a webhook name.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose contact events you want to watch.

Event

Select the events you want to watch:

  • Contact Created

  • Contact Updated

  • Contact Deleted

Get a Contact

Retrieves details for a selected contact.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose contacts you want to retrieve.

Contact Key

Select the contact key whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key in which you want to add the contact.

Given Name

Enter the given name of the contact.

Family Name

Enter the family of the contact.

Email Addresses

Add the email address of the contact:

  • Email Address

    Enter the email address of the contact.

Title

Enter the title of the contact.

Phone Numbers

Add the phone number of the contact:

  • Phone Number

    Enter the phone number of the contact.

Addresses

Add the address of the contact:

  • Address

    Enter the address.

Photo URL

Enter the contact image URL.

Twitter Handle

Enter the Twitter URL of the contact.

Facebook Handle

Enter the Facebook URL of the contact.

LinkedIn Handle

Enter the LinkedIn URL of the contact.

Notes

Enter the details of the contact.

Update a Contact

Updates a selected contact. For any field on a contact that is a list, only the values you put into the array will appear for that contact; calls are not aware of previous values and will not keep them.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key to whose contact you want to update.

Contact Key

Select the contact key you want to update.

Given Name

Enter the given name of the contact.

Family Name

Enter the family name of the contact.

Email Addresses

Add the email address of the contact:

  • Email Address Enter the email address of the contact.

Title

Enter the title of the contact.

Phone Numbers

Add the phone number of the contact:

  • Phone Number Enter the phone number of the contact.

Addresses

Add the address of the contact:

  • Address Enter the address.

Photo URL

Enter the contact image URL.

Twitter Handle

Enter the Twitter URL of the contact.

Facebook Handle

Enter the Facebook URL of the contact.

LinkedIn Handle

Enter the LinkedIn URL of the contact.

Notes

Enter the details of the contact.

Delete a Contact

Deletes a selected contact.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose contact key you want to delete.

Contact Key

Select the contact key you want to delete.

Add Contacts to Box

Adds selected contacts to a box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to which you want to add contacts.

Box Key

Select the box key to which you want to add contacts.

Team Key

Select the team key to which you want to add contacts.

Contacts

Add the contacts:

  • Contact Key

    Enter the contact key.

  • Starred

    Select if the contact is starred.

Watch Organizations

Receives notifications about organization events.

Webhook name

Enter a webhook name.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose organization events you want to watch.

Event

Select the events you want to watch:

  • Organization Created

  • Organization Updated

  • Organization Deleted

List Organizations

Lists all organizations for a selected team.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose organizations you want to list.

Limit

The maximum number of organizations Make should return during one scenario execution cycle.

Get an Organization

Retrieves details for a selected organization.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose organization details you want to retrieve.

Organization Key

Select the organization key whose field details you want to retrieve.

Update an Organization

Updates a selected organization. For any field on an organization that is a list, only the values you put into the array will appear for that organization; calls are not aware of previous values and will not keep them.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose organization you want to update.

Organization Key

Select the organization key you want to update.

Organization Name

Enter the name of the organization.

Domains

Add the domains:

  • Domain URL Enter the website URL of the domain.

Organization Industry

Enter the industry name to which the organization belongs to.

Phone Numbers

Add the phone number of the organization:

  • Phone Number Enter the phone number of the organization.

Addresses

Add the address of the organization:

  • Address Enter the address of the organization.

Employee Count

Enter the number of employees in the organization.

Logo URL

Enter the organization logo URL.

Notes

Enter the details of the organization.

Twitter Handle

Enter the Twitter URL of the organization.

Facebook Handle

Enter the Facebook URL of the organization.

LinkedIn Handle

Enter the LinkedIn URL of the organization.

Delete an Organization

Deletes a selected organization.

Connection

Establish a connection to your Streak account.

Team Key

Select the team key whose organization key you want to delete.

Organization Key

Select the organization key you want to delete.

Add Organizations to Box

Adds selected organizations to a box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to which you want to add organizations.

Box Key

Select the box key to which you want to add organizations.

Team Key

Select the team key to which you want to add organizations.

Organizations

Add the organizations:

  • Organization Key

    Select the contact key.

  • Starred

    Select if the contact is starred.

Watch Tasks

Receives notifications about task events.

Webhook name

Enter a webhook name.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the team key whose task events you want to watch.

Event

Select the events you want to watch:

  • Task Created

  • Task Completed

  • Task is Due

List Tasks

Lists all tasks for a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose tasks you want to list.

Box Key

Select the box key whose tasks you want to list.

Limit

The maximum number of tasks Make should return during one scenario execution cycle.

Get a Task

Retrieves details for a selected task.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose task details you want to retrieve.

Box Key

Select the box key whose task details you want to retrieve.

Task Key

Select the task key whose details you want to retrieve.

Create a Task

Creates a new task for a selected box. The task assignees must have access to the containing pipeline.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key where you want to create the task.

Task Description

Enter the task details.

Due Date

Enter the date by which the task must be completed.

Assignee Emails

Add the assignee's email address:

  • Assignee Email Enter the email address to whom you want to assign the task.

Update a Task

Updates a selected task.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose task you want to update.

Box Key

Select the box key whose task you want to update.

Task Description

Enter the details of the task.

Status

Select the status of the task:

  • Done

  • Not Done

Assignee Emails

Add the assignee's email address:

  • Assignee Email Enter the email address to whom you want to assign the task.

Delete a Task

Deletes a selected task.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose task you want to delete.

Box Key

Select the box key whose task you want to delete.

Task Key

Select the task key you want to delete.

Watch Comments

Receives notifications about comment events.

Webhook name

Enter a webhook name.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose comment events you want to watch.

Event

Select the events you want to watch:

  • Comment Created

List Comments

Lists all for a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose boxes comments you want to list.

Box Key

Select the box key whose comments you want to list.

Limit

The maximum number of comments Make should return during one scenario execution cycle.

Get a Comment

Retrieves details for a selected comment.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose comments you want to retrieve.

Box Key

Select the box key whose comments you want to retrieve.

Comment Key

Select the comment key whose details you want to retrieve.

Create a Comment

Creates a new comment for a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to which you want to create the comment.

Box Key

Select the Box key to which you want to add the comment.

Message

Enter the comment text.

Update a Comment

Updates a selected comment for a box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key to whose comment you want to update.

Box Key

Select the box key whose comment you want to update.

Comment Key

Select the comment key to whose details you want to update.

Message

Enter the comment text.

Delete a Comment

Deletes a selected comment.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose boxes you want to delete.

Box Key

Select the box key whose comments you want to delete.

Get a Thread

Retrieves details for a selected email thread.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose thread details you want to retrieve.

Box Key

Select the box key whose thread details you want to retrieve.

Thread Key

Select the thread key whose details you want to retrieve.

List Threads

Lists all email threads associated with a selected box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose threads you want to list.

Box Key

Select the box key whose threads you want to list.

Limit

The maximum number of threads Make should return during one scenario execution cycle.

List Files

Lists all the files associated with a particular box.

Connection

Establish a connection to your Streak account.

Pipeline Key

Select the pipeline key whose files you want to list.

Box Key

Select the box key whose files you want to list.

Limit

The maximum number of files Make should return during one scenario execution cycle.

Get a File

Retrieves the details for a file by ID.

Connection

Establish a connection to your Streak account.

Get a File

Select the option to get the files:

  • By Mapping

  • Labels

File Key

Enter or select the file key whose details you want to retrieve.

Pipeline Key

Select the pipeline key whose file details you want to retrieve.

Box Key

Select the box key whose file details you want to retrieve.

Limit

The maximum number of files Make should return during one scenario execution cycle.

Get a File Content

Select if you want to get the file content details.

Search Boxes/Organizations/Contacts

Searches for boxes, organizations, or contacts by query in a pipeline.

Connection

Establish a connection to your Streak account.

Search for

Select the option you want to search:

  • Boxes

  • Organizations

  • Contacts

Search Name

Enter the keyword or term you want to search.

Pipeline Key

Select the pipeline key of the box, contact, or the organization you want to search.

Stage Key

Select the stage key of the box, contact, or the organization you want to filter your search.

Limit

The maximum number of records Make should return during one scenario execution cycle.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Streak account.

URL

Enter a path relative to https://www.streak.com/api. E.g. /v1/pipelines

Note

For the list of available endpoints, refer to the Streak API Documentation.

Method

Select the HTTP method you want to use (see the API documentation):

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Pipelines

The following API call returns events from your Streak account:

URL: /v1/pipelines

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > pipeline. In our example, 1 event is returned:

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