An automated workflow using integromat
Connects Streak + Google Sheets
Save new Streak boxes to a Google Sheets spreadsheet
About this workflow template
This automation scenario allows you to connect Streak and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
Streak and Google Sheets 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 Google Sheets and Google Sheets
Get a Box in Streak
Retrieves details for a selected box.
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new Streak boxes to a Google Sheets spreadsheet.
Part I
Configure Applications
First, we need to connect Streak and Google Sheets 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 Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets 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 Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
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 Google Sheets.
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 Save new Streak boxes to a Google Sheets spreadsheet!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggered when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggered when you create a new spreadsheet.
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
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
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.
