Connect Gist and Streak to Build Intelligent Automations

Choose a Trigger

Gist

When this happens...

Choose an Action

Streak

Automatically do this!

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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 Gist integrations.

Create or Update Contact

Create or Update Contact

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply a tag to an existing contact.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

Subscribe to a Campaign

Subscribe to a Campaign

Subscribe a contact to a specific campaign.

Unsubscribe From a Campaign

Unsubscribe From a Campaign

Unsubscribe a contact from a specific Campaign.

Find a Contact

Find a Contact

Find an Existing Contact.

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Frequently Asked Questions

How do I start an integration between Gist and Streak?

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

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

Absolutely. You can customize how Gist 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 Gist and Streak?

The data sync between Gist 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 Gist 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 Gist and Streak?

Yes, you can set conditional logic to control the flow of data between Gist 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.

Gist

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

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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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