Connect Balsio and Streak
Integrate Balsio with Streak to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Balsio + Streak flows
Start from a real workflow other teams are already running.
Choose a trigger
Balsio
When this happens...
New Message
New Thread
Choose an action
Streak
Automatically do this!
Create Contact
Get Pipeline
Get My Teams
Get User
List Boxes in Pipeline
Get Box
List All Pipeline Stages
List All Fields in a Pipeline
Get Pipeline Field
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
List Snippets
Get Meetings from Box
Get Threads in a Box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
List All Contact Fields
Get Contacts In a Box
Create Contact in Streak when New Message in Balsio
Use this flowGet Pipeline from Streak when New Message in Balsio
Use this flowGet My Teams from Streak when New Message in Balsio
Use this flowGet User from Streak when New Message in Balsio
Use this flowList Boxes in Pipeline in Streak Pipeline when New Message in Balsio
Use this flowGet Box from Streak when New Message in Balsio
Use this flowList All Pipeline Stages from Streak when New Message in Balsio
Use this flowList All Fields in a Pipeline in a Streak pipeline when New Message in Balsio
Use this flowGet Pipeline Field from Streak when New Message in Balsio
Use this flowList Field Values for a Box in Streak when New Message in Balsio
Use this flowSupported Triggers & Actions
Everything you can automate between Balsio and Streak.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when a new message is posted in Balsio, optionally in a chosen thread.
New Thread
Runs when a new thread is created in Balsio.
New Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
New Task
Triggers when a Task is created.
Do thisActions
Action is the task that follows automatically within your Balsio integrations.
Add Users to Thread
Add people to a Balsio thread by email address.
Create Scheduled Message
Schedule a message to be posted to a Balsio thread at a chosen time.
Send Message
Post a message to a selected Balsio thread, with optional reply, attachments and attributes.
Create Thread
Start a new Balsio conversation or sub-thread and post its first message.
Archive Thread
Move a Balsio thread from Inbox or Snoozed to Done.
List Threads
List Balsio threads by channel or parent thread, or get one thread by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Balsio
Balsio is a team messaging platform for threads, channels and conversations with teammates and external participants.
Learn moreSimilar apps
About Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Balsio and Streak accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Balsio and Streak as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Streak. No coding required.
Yes. You can set up a workflow where Balsio triggers actions in Streak, and a separate workflow where Streak triggers actions in Balsio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Balsio and Streak. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Balsio and Streak integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
