Streak
Slack
integromat

An automated workflow using integromat

Connects Streak + Slack

Send Slack messages for new Streak boxes

About this workflow template

This automation scenario allows you to connect Streak and Slack

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

Streak and Slack can also be integrated using automation tools other than integromat:

Diagram

Send Slack messages for new Streak boxes
Workflow diagram: Streak + Slack integration

How it works?

When this trigger fires in Streak

Streak

Watch Boxes in Streak

Triggers when a new event regarding boxes is occured.

Then these actions happen in Slack and Slack

Streak

Get a Box in Streak

Retrieves details for a selected box.

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new Streak boxes .

Part I

Configure Applications

First, we need to connect Streak and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Streak to Make.com.

    Connect Streak to Make.com.

    Give Make.com access to your Streak account, using Streak credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack 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

    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

    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 Slack

    Then set up another Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Streak and Slack.

  • Test the workflow and turn it on for production use

    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 Slack messages for new Streak boxes !

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Streak

    Create new box

    Create a new box.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Streak

    Add 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.

    zapierpabbly-connectintegrately
    actionbyzapierpabbly-connectintegrately
  • Streak

    Edit box

    Edit fields, stage, assigned to, name and notes on an existing box.

    zapier
    actionbyzapier
  • Streak

    Create a box

    Creates a new box inside a selected pipeline.

    integromat
    actionbyintegromat
  • Streak

    Get a box

    Retrieves details for a selected box.

    integromat
    actionbyintegromat
  • Streak

    Create comment

    Create a comment on a box.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato

Apps you need

Streak

Streak

CRM

An Integrated CRM for Gmail

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.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.