Connect Clappia and Streak to Build Intelligent Automations

Choose a Trigger

Clappia

When this happens...

Choose an Action

Streak

Automatically do this!

Ready to use Clappia and Streak automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Box

New Box

Triggered when a new box is created.

New Comment

New Comment

Triggers when a Comment is made on a Box in a Pipeline

New Contact

New Contact

Triggered when a new contact is created

New Task

New Task

Triggers when a Task is created.

Box Change Pipeline

Box Change Pipeline

Triggers when a Box is moved between Pipelines

Stage Created

Stage Created

Triggers when a new stage is created.

Do thisActions

Action is the task that follows automatically within your Clappia integrations.

Create Clappia Submission

Create Clappia Submission

Create a new submission in a chosen Clappia app using the provided form data and requester email.

Update Submission

Update Submission

Update an existing submission's form data.

Update Submission Status

Update Submission Status

Update a submission's status and optionally add comments.

Create Contact

Create Contact

Creating a contact

Get a pipeline

Get a pipeline

This call will give you a single pipeline given the key.

Get my teams

Get my teams

List all the teams

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Frequently Asked Questions

How do I start an integration between Clappia and Streak?

To start, connect both your Clappia and Streak accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in Streak (or vice versa).

Can we customize how data from Clappia is recorded in Streak?

Absolutely. You can customize how Clappia data is recorded in Streak. This includes choosing which data fields go into which fields of Streak, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clappia and Streak?

The data sync between Clappia and Streak typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clappia to Streak?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clappia and Streak?

Yes, you can set conditional logic to control the flow of data between Clappia and Streak. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Clappia

About Clappia

Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.

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Streak

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.

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