Connect Syncly and Streak to Build Intelligent Automations

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Syncly

When this happens...

Choose an Action

Streak

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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 Syncly integrations.

Create Feedback

Create Feedback

Import feedback to Syncly workspace

Create Agent

Create Agent

Create a new agent in Syncly workspace

Create Account

Create Account

Create a new account in Syncly workspace

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

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Frequently Asked Questions

How do I start an integration between Syncly and Streak?

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

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

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

How often does the data sync between Syncly and Streak?

The data sync between Syncly and Streak 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 Syncly to Streak?

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 Syncly and Streak?

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

Syncly

About Syncly

Syncly is a powerful tool designed to streamline and automate data synchronization across various applications and platforms. It ensures that your data is always up-to-date and consistent, reducing manual effort and minimizing errors. Ideal for businesses and individuals looking to enhance productivity and efficiency in managing their digital workflows.

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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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