Connect Streak and Klipfolio
Integrate Streak with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete User Tab Instance in Klipfolio when New Box in Streak
Remove a User from Role in Klipfolio when Box Change Pipeline in Streak
Delete User Properties in Klipfolio when New Comment on Streak
Remove a User from Role in Klipfolio when New Comment in Streak
Delete User Tab Instance in Klipfolio when New Task in Streak
Popular Streak + Klipfolio 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
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Delete User Tab Instance in Klipfolio when New Box in Streak
Use this flowRemove a User from Role in Klipfolio when Box Change Pipeline in Streak
Use this flowDelete User Properties in Klipfolio when New Comment on Streak
Use this flowRemove a User from Role in Klipfolio when New Comment in Streak
Use this flowDelete User Tab Instance in Klipfolio when New Task in Streak
Use this flowRemove User from Role in Klipfolio when New Task in Streak
Use this flowRemove a User from Role in Klipfolio when New Task in Streak
Use this flowDelete Group in Klipfolio when New Task in Streak
Use this flowRemove a User from Role in Klipfolio when New Box in Streak
Use this flowCreate New Group in Klipfolio when New Comment on Streak
Use this flowSupported Triggers & Actions
Everything you can automate between Streak and Klipfolio.
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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Streak and Klipfolio 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 Klipfolio 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 Klipfolio. No coding required.
Yes. You can set up a workflow where Streak triggers actions in Klipfolio, and a separate workflow where Klipfolio 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 Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Streak and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
