Connect Streak and BoldDesk
Integrate Streak with BoldDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Streak + BoldDesk flows
Start from a real workflow other teams are already running.
Choose a trigger
Streak
When this happens...
New Box
New Comment
New Contact
New Task
Box Change Pipeline
Stage Created
New Comment
New Meeting
Choose an action
BoldDesk
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Brands
List Contacts
List Contact Fields
List Contact Groups
List Agents
List Groups
List Tickets
List Deleted Tickets
List Spam Tickets
List Ticket Fields
List Ticket Updates
List Ticket Metrics
List Ticket Tags
List Ticket Histories
List Public Ticket Messages
List Archived Tickets
List Activities
List Satisfaction Ratings
List Ticket Worklogs
List Canned Response Categories
List Webhooks
Get Contact
List KB Articles
List Approval Requests
Get Activity Details
Get Contact Field
Get KB Category
Get KB Section
List Contact Groups of Contact
List Contact Notes
Get Contact Group
List Contacts in Contact Group
List Contact Group Notes
Get Agent
Get Group
List Group Members
Find Canned Responses
Get Ticket
List Ticket Notes
List Ticket Messages
List Ticket Related Contacts
List Ticket Attachments
List Ticket Shares
List Ticket Watchers
List Ticket Links
Create Ticket in BoldDesk when New Box in Streak
Use this flowUpdate Ticket in BoldDesk when New Box in Streak
Use this flowCreate Contact in BoldDesk when New Box in Streak
Use this flowCreate Contact Group in Bolddesk when New Box in Streak
Use this flowCreate Ticket Note in BoldDesk when New Box in Streak
Use this flowCreate Ticket Reply in BoldDesk when New Box in Streak
Use this flowUpdate Contact in Bolddesk when New Box in Streak
Use this flowUpdate Contact Group in Bolddesk when New Box in Streak
Use this flowList Brands from BoldDesk when New Box in Streak
Use this flowList Contacts from BoldDesk when New Box in Streak
Use this flowSupported Triggers & Actions
Everything you can automate between Streak and BoldDesk.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Box Change Pipeline
Triggers when a Box is moved between Pipelines
Stage Created
Triggers when a new stage is created.
Do thisActions
Action is the task that follows automatically within your Streak integrations.
Create Contact
Creating a contact
Get Pipeline
Retrieve a single pipeline by its key and optionally select which fields to return.
Get My Teams
Retrieve your teams and select which fields to include in the response.
Get User
Retrieve details for a specified user. Optionally select which response fields to include.
List Boxes in Pipeline
Lists boxes in a chosen pipeline; supports stage filter, sorting, and pagination.
Get Box
Retrieve details for a specific box by its key.
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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Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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
About BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Streak and BoldDesk 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 Streak and BoldDesk 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 BoldDesk. No coding required.
Yes. You can set up a workflow where Streak triggers actions in BoldDesk, and a separate workflow where BoldDesk triggers actions in Streak. 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 Streak and BoldDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Streak and BoldDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
