Connect Streak and Clientjoy
Integrate Streak with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Streak when New Customer Added in Clientjoy
Get a pipeline in Streak when New Customer Added in Clientjoy
Get my teams from Streak when New Customer Added in Clientjoy
Get User from Streak when New Customer Added in Clientjoy
List all Boxes in Pipeline in Streak when New Customer Added in Clientjoy
Popular Streak + Clientjoy 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
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
Create Contact in Streak when New Customer Added in Clientjoy
Use this flowGet a pipeline in Streak when New Customer Added in Clientjoy
Use this flowGet my teams from Streak when New Customer Added in Clientjoy
Use this flowGet User from Streak when New Customer Added in Clientjoy
Use this flowList all Boxes in Pipeline in Streak when New Customer Added in Clientjoy
Use this flowGet Box from Streak when New Customer Added in Clientjoy
Use this flowList all Stages in Pipeline from Streak when New Customer Added in Clientjoy
Use this flowList all Fields in a Pipeline from Streak when New Customer Added in Clientjoy
Use this flowList Field Values for a Box in Streak when New Customer Added in Clientjoy
Use this flowGet Tasks In a Box from Streak when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Streak and Clientjoy.
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 a pipeline
This call will give you a single pipeline given the key.
Get my teams
List all the teams
Get User
List all details for the user specified
List all Boxes in Pipeline
List all boxes in pipeline
Get Box
Get a Box
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 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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Streak and Clientjoy 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 Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where Streak triggers actions in Clientjoy, and a separate workflow where Clientjoy 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 Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Streak and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
