An automated workflow using integromat
Connects Cognito Forms + Streak
Create Streak boxes from new Cognito Forms entries
About this workflow template
This automation scenario allows you to connect Cognito Forms and Streak
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cognito Forms and Streak can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cognito Forms
Watch new entries in Cognito Forms
Triggers when a new entry is submitted to your form
Then this action happens in Streak
Create a Box in Streak
Creates a new box inside a selected pipeline.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Streak boxes from new Cognito Forms entries.
Part I
Configure Applications
First, we need to connect Cognito Forms and Streak to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cognito Forms to Make.com.
Give Make.com access to your Cognito Forms account, using Cognito Forms credentials.
Connect Streak to Make.com.
Give Make.com access to your Streak account, using Streak credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Cognito Forms
Choose the following trigger: Watch new entries (Triggers when a new entry is submitted to your form).
Then set up an Action for Streak
Choose this action: Create a Box (Creates a new box inside a selected pipeline.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cognito Forms and Streak.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Streak boxes from new Cognito Forms entries!
Related Automation Templates
Supported triggers and actions
New entry
Triggers when someone fills out your form.
triggerbyzapierpabbly-connectWatch new entries
Triggers when a new entry is submitted to your form
triggerbyintegromatUpdate entry
Triggers when someone updates an entry.
triggerbyzapierintegromatpabbly-connectNew order
Triggers when an order is created.
triggerbyzapierNew payment
Triggers when a payment is collected.
triggerbyzapierNew refund
Triggers when a refund is issued.
triggerbyzapier
Create new box
Create a new box.
actionbyzapierpabbly-connectAdd contact to box
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
actionbyzapierpabbly-connectintegratelyEdit box
Edit fields, stage, assigned to, name and notes on an existing box.
actionbyzapierCreate a box
Creates a new box inside a selected pipeline.
actionbyintegromatGet a box
Retrieves details for a selected box.
actionbyintegromatCreate comment
Create a comment on a box.
actionbyzapierintegratelypabbly-connectalbato
Apps you need
Streak is a flexible and comprehensive CRM and process management system that integrates directly into your Gmail inbox. Easily manage deals, collaborations and tasks all in one place, with additional features like email tracking to boost your productivity.
Streak alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
