Connect Streak and SmartRoutes to Build Intelligent Automations

Choose a Trigger

Streak

When this happens...

Choose an Action

SmartRoutes

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Box

New Box

Triggered when a new box is created.

New Comment

New Comment

Triggers when a Comment is made on a Box in a Pipeline

New Contact

New Contact

Triggered when a new contact is created

New Task

New Task

Triggers when a Task is created.

Box Change Pipeline

Box Change Pipeline

Triggers when a Box is moved between Pipelines

Stage Created

Stage Created

Triggers when a new stage is created.

Do thisActions

Action is the task that follows automatically within your Streak integrations.

Create Contact

Create Contact

Creating a contact

Get a pipeline

Get a pipeline

This call will give you a single pipeline given the key.

Get my teams

Get my teams

List all the teams

Get User

Get User

List all details for the user specified

List all Boxes in Pipeline

List all Boxes in Pipeline

List all boxes in pipeline

Get Box

Get Box

Get a Box

We'll help you get started

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Frequently Asked Questions

How do I start an integration between Streak and SmartRoutes?

To start, connect both your Streak and SmartRoutes accounts to viaSocket. Once connected, you can set up a workflow where an event in Streak triggers actions in SmartRoutes (or vice versa).

Can we customize how data from Streak is recorded in SmartRoutes?

Absolutely. You can customize how Streak data is recorded in SmartRoutes. This includes choosing which data fields go into which fields of SmartRoutes, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Streak and SmartRoutes?

The data sync between Streak and SmartRoutes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Streak to SmartRoutes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Streak and SmartRoutes?

Yes, you can set conditional logic to control the flow of data between Streak and SmartRoutes. 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

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.

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SmartRoutes

About SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

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