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Streak integration

CRM built into Gmail. Manage pipelines, boxes, tasks, comments, contacts and organizations from your flows. Use Streak from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Task
  2. ZoftAgent or workflow decides what happens next
  3. Then in StreakCreate Box
  4. AndCreate Task
Illustrative flow built from Streak’s real triggers and actions.

Zoft + Streak

What Zoft can do with Streak.

  • 01Voice agentsA phone agent can use Streak actions such as Create Box and Create Task during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Streak while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Task” happens in Streak, or use Streak as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Streak actions on its own, and ask for your approval before it sends or changes anything important.

Actions 11

Things Zoft can do in Streak.

  • Get BoxFetch a single box with its current stage, fields, and counts.
  • Find BoxesSearch boxes by name or query. Returns matching boxes across all pipelines, optionally filtered to one pipeline.
  • Create BoxCreate a new box (record) in a pipeline.
  • Update BoxUpdate the name, notes, stage, assignees, or custom fields on an existing box.
  • Create TaskCreate a new task on a box.
  • Create StageAdd a new stage (column) to a pipeline.
  • Create CommentAdd a comment to a box.
  • Create or Find ContactCreate a contact in a team. If a contact with the same email already exists, return that contact instead of creating a duplicate.
  • Custom API CallMake a custom API call to a specific endpoint
  • Get Current UserGet the Streak user associated with the connected API key.
Show all 11
  • Create or Find OrganizationCreate an organization in a team. If an organization with the same domain already exists, return that organization instead of creating a duplicate.

Triggers 11

Events in Streak that can start a workflow.

  • New BoxTriggers when a new box is created in the selected pipeline.
  • New TaskTriggers when a task is created on a box in the selected pipeline.
  • Task DueTriggers when a task becomes due (but has not yet been completed) on a box in the selected pipeline.
  • New CommentTriggers when a comment is added to a box in the selected pipeline.
  • New ContactTriggers when a new contact is created in the selected team.
  • Updated BoxTriggers when a field on a box is updated in the selected pipeline.
  • Task CompletedTriggers when a task on a box in the selected pipeline is marked complete.
  • Updated ContactTriggers when a contact in the selected team is updated.
  • Box Stage ChangedTriggers when a box moves between stages in the selected pipeline.
  • Box Moved to Different PipelineTriggers when a box is moved out of (or into) the selected pipeline.
Show all 11
  • New Meeting or Call LogTriggers when a meeting note or call log is created on a box in the selected pipeline.

Setup

Connect Streak in three steps.

  1. 01ConnectChoose Streak in Connections and paste an API key from your Streak account.
  2. 02Put it to workAdd Streak as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Streak on Zoft, answered.

What can Zoft do with Streak?

Zoft supports 11 actions and 11 triggers for Streak. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Streak to Zoft?

Choose Streak in Connections and paste an API key from your Streak account.

Can a voice agent or chat agent use Streak?

Yes. Once Streak is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Streak without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Streak to work in your operation.

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