An automated workflow using integromat
Connects Streak + Gmail
Send a message via Gmail when a box reaches a certain stage in Streak
About this workflow template
This automation scenario allows you to connect Streak and Gmail
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.
Streak and Gmail can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Streak
Watch Boxes in Streak
Triggers when a new event regarding boxes is occured.
Then these actions happen in Gmail and Gmail
Get a Box in Streak
Retrieves details for a selected box.
Get a Stage in Streak
Retrieves details for a selected stage.
Send an Email in Gmail
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send a message via Gmail when a box reaches a certain stage in Streak.
Part I
Configure Applications
First, we need to connect Streak and Gmail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Streak to Make.com.
Give Make.com access to your Streak account, using Streak credentials.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail 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 Streak
Choose the following trigger: Watch Boxes (Triggers when a new event regarding boxes is occured.).
Then set up an Action for Streak
Choose this action: Get a Box (Retrieves details for a selected box.).
Then set up another Action for Streak
Choose this action: Get a Stage (Retrieves details for a selected stage.).
Then set up another Action for Gmail
Choose this action: Send an Email (Sends a new email.).
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 Streak and Gmail.
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 Send a message via Gmail when a box reaches a certain stage in Streak!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
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.
