
When this happens...
New Box
New Comment
New Contact
New Task
Box Change Pipeline
Stage Created
New Comment
New Meeting

Automatically do this!
Create an Order History Item
Create Shipment
Create Order
Create Order Item
Create an Inventory Item
Update Single Inventory Item
Update Order Item
Update an Order
Delete Inventory Item
Delete a Shipment
Delete an Order
Delete an Order Item
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new box is created.
Triggers when a Comment is made on a Box in a Pipeline
Triggered when a new contact is created
Triggers when a Task is created.
Triggers when a Box is moved between Pipelines
Triggers when a new stage is created.
Action is the task that follows automatically within your Streak integrations.
Creating a contact
This call will give you a single pipeline given the key.
List all the teams
List all details for the user specified
List all boxes in pipeline
Get a Box

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Streak and Order Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Streak triggers actions in Order Desk (or vice versa).
Absolutely. You can customize how Streak data is recorded in Order Desk. This includes choosing which data fields go into which fields of Order Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Streak and Order Desk 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 Order Desk. 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.
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 MoreOrder Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
Learn More