Connect Streak and convertly.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Box
New Comment
New Contact
New Task
Box Change Pipeline
Stage Created
New Comment
New Meeting
Choose an Action
Automatically do this!
- Request a new Action for convertly.io
Enable Integrations or automations with these events of Streak and convertly.io
Enable Integrations or automations with these events of Streak and convertly.io
Triggers
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.
Actions
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
Explore more automations built by businesses and experts
Know More About Streak and Convertlyio Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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.
Frequently Asked Questions
To start, connect both your Streak and convertly.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Streak triggers actions in convertly.io (or vice versa).
Absolutely. You can customize how Streak data is recorded in convertly.io. This includes choosing which data fields go into which fields of convertly.io, setting up custom formats, and filtering out unwanted information.
The data sync between Streak and convertly.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Streak and convertly.io. 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.
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 MoreAbout convertly.io
Convertlyio lets you create beautiful interactive quizzes and forms that generate highly qualified leads & sell products.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.