Streak Make integrationAutomate Streak with Make.
Can Make keep your Streak pipelines moving while you stay in Gmail? The Streak Make integration gives you 56 modules, including 6 instant triggers. This guide is for sales and ops people new to Make: connect your account, build a first scenario, then pick the right module.
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What can the Streak Make integration do for you?
The Streak Make integration links your Streak account to Make, a tool where you build a scenario: an automation made of modules, each one a brick that watches, creates, reads or deletes something. Streak tells Make the moment a box, contact or task changes, and your scenario reacts without anyone copying data by hand.
Follow-ups that write themselves. Watch Comments notices a new comment on a box, and Create a Task adds the next action for the right teammate. Nobody has to remember to turn a remark into a to-do.
A clean contact base. When a lead fills a form in another app, Search Boxes/Organizations/Contacts checks whether the person already exists, then Create a Contact or Update a Contact does the rest and Add Contacts To a Box ties them to the deal.
Emails filed where they belong. Put an Email in a Box attaches a Gmail thread to a box, and Get a Thread pulls its details for a summary elsewhere. Keep in mind that a thread lives in one box only: sending it to a second box fails.
The Streak documentation lists no further limit for these modules, so the constraints you will meet are Make's own plan rules. If a module is missing, Make an API Call reaches the rest of the Streak API with the same connection. Still hesitating between tools? The n8n vs Make comparison sets out the criteria, and the Make pricing page explains how operations are counted. Teams that prefer to learn step by step can start with Make training.
How do you connect Streak to Make?
- 01
Copy your Streak API key
Open Gmail and click the Streak icon in the right sidebar. Choose Integrations, find the Streak API section, click Create New Key and copy the key shown on screen. You need an active Streak account for this.
- 02
Add a Streak module in Make
In your scenario, add any Streak module and click Create a connection. The connection is your Streak account linked to Make once, then reused by every Streak module. You can give it a name in Connection name, which helps if you run several accounts.
- 03
Paste the key and save
Paste the API key you copied into the credentials field and confirm. Make checks it and the module now lists your pipelines and boxes, so you pick them from a menu instead of typing IDs.
Your first scenario: turn a Streak comment into a task
GoalWhen someone comments on a box in Streak, Make creates a follow-up task on that same box.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. That empty circle becomes your first module, the one that starts everything.
- 02
Add Watch Comments
Search for Streak, pick Watch Comments, click Create a webhook, then Create a connection and paste your API key. Streak can now call Make whenever a comment event happens.
- 03
Add Create a Task
Click the + on the right of the trigger and choose Streak Create a Task. Pick the box, write the task and map values from the trigger's bundle, the item it received, then choose an assignee.
- 04
Test with Run once
Click Run once, then post a comment on a test box in Streak. Read the bundles each module received and check the task appeared.
- 05
Switch the scenario on
Save and turn the scenario on. Because the trigger is instant, Streak calls Make each time a comment is added, and each module run counts as one operation on your plan.
Streak triggers: what starts your scenario
6 modules start a scenario when something happens in Streak. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Streak as soon as it happens.
Watch Boxes
Instant triggerIn Make“Triggers when a new event regarding boxes is occured.”
Watch Boxes starts your scenario whenever something happens to a box, the record Streak keeps inside a pipeline. Each event reaches Make as a bundle, a single item handed to the next module, so you can map its details straight away.
Watch Comments
Instant triggerIn Make“Triggers when a new event regarding comments is occured.”
Comments are where teammates leave the small facts that matter, and this trigger passes each comment event to Make the moment it exists. You get one bundle per event, ready to feed a task, a message or a log.
Watch Contacts
Instant triggerIn Make“Triggers when a new event regarding contacts is occured.”
Your contact list can stay in sync with other tools thanks to Watch Contacts, which reports every contact event from Streak to Make. The contact arrives as a bundle you can send to a newsletter tool, a sheet or a second CRM.
Watch Organizations
Instant triggerIn Make“Triggers when a new event regarding organizations is occured.”
Companies matter as much as people in B2B sales, and Watch Organizations lets Make react to every organization event in Streak. Each one flows on as a bundle, so the account record can be copied or enriched elsewhere.
Watch Stages
Instant triggerIn Make“Triggers when a new event regarding stages is occured.”
Stages are the columns of a Streak pipeline, and this trigger tells Make when an event touches one of them. It suits people who maintain the pipeline structure rather than the deals inside it.
Watch Tasks
Instant triggerIn Make“Triggers when a new event regarding tasks is occured.”
Watch Tasks gives Make a signal for each task event in Streak, so a to-do set in Gmail can travel to the tool where your team actually plans its day. The task arrives as a bundle with its content ready to map.
Streak modules in Make: what each one does
Streak gives you 50 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Add Contacts To a Box
- Add Organizations to a Box
- Create a Box
- Create a Comment
- Create a Contact
- Create a Field
- Create an Organization
- Create a Pipeline
- Create a Stage
- Create a Task
- Delete a Box
- Delete a Comment
- Delete a Contact
- Delete a Field
- Delete an Organization
- Delete a Pipeline
- Delete a Stage
- Delete a Task
- Get a Box
- Get a Comment
- Get a Contact
- Get a Field
- Get a File
- Get an Organization
- Get a Pipeline
- Get a Stage
- Get a Task
- Get a Thread
- Make an API Call
- Put an Email in a Box
- Update a Box
- Update a Comment
- Update a Contact
- Update a Field
- Update an Organization
- Update a Pipeline
- Update a Stage
- Update a Task
- List Boxes
- List Comments
- List Contacts
- List Fields
- List Field Values
- List Files
- List Organizations
- List Pipelines
- List Stages
- List Tasks
- List Threads
- Search Boxes/Organizations/Contacts
Add Contacts To a Box
ActionIn Make“Adds selected contacts to a box.”
Linking people to a deal is what this action does: it attaches one or more existing contacts to a box, so the whole buying group shows up on the record.
Add Organizations to a Box
ActionIn Make“Adds selected organizations to a box.”
With this module a box gains the company behind it: you attach one or several organizations, and anyone opening the deal sees which account it belongs to.
Create a Box
ActionIn Make“Creates a new box inside a selected pipeline.”
A new deal, candidate or case appears in your pipeline without anyone typing it: Create a Box adds a fresh box inside the pipeline you select.
Create a Comment
ActionIn Make“Creates a new comment for a selected box.”
You leave a written trace on a box from outside Streak: this action posts a comment on the box you pick, visible to everyone who follows the deal.
Create a Contact
ActionIn Make“Creates a new contact.”
Each new person you meet can land in Streak as a contact, created by Make from the data of another app, with no copy and paste.
Create a Field
ActionIn Make“Creates a new field for a selected pipeline.”
Pipeline columns can be added by a scenario: Create a Field adds a new field to the pipeline you choose, ready to hold a value on every box.
Create an Organization
ActionIn Make“Creates a new organization.”
Accounts get their own record thanks to this action, which creates a new organization in Streak from whatever data the previous module passes along.
Create a Pipeline
ActionIn Make“Creates a new pipeline.”
An entire process can be spun up from Make: Create a Pipeline builds a new pipeline, the board that will then receive its stages, fields and boxes.
Create a Stage
ActionIn Make“Creates a new stage for a selected pipeline.”
Stages give a pipeline its steps, and this module adds one to the pipeline you select, so boxes can move through it.
Create a Task
ActionIn Make“Creates a new task for a selected box. The task assignees must have access to the containing pipeline.”
Reminders stop living in people's heads: Create a Task attaches a to-do to a chosen box and can assign it to a teammate.
Delete a Box
ActionIn Make“Deletes a selected box.”
Clutter leaves the pipeline for good with this action, which removes the box you point it to.
Delete a Comment
ActionIn Make“Deletes a selected comment.”
Removing a comment from a box is all this module does, which is handy when an automated note turned out to be wrong.
Delete a Contact
ActionIn Make“Deletes a selected contact.”
This action erases a contact from Streak, the step you reach for when a person must disappear from your CRM.
Delete a Field
ActionIn Make“Deletes a selected field and removes the values of this field for every box in the pipeline.”
A pipeline field you no longer use can be dropped by Make, keeping the box view short and readable for the team.
Delete an Organization
ActionIn Make“Deletes a selected organization.”
Old or duplicated company records go away through this module, which deletes the organization you select in Streak.
Delete a Pipeline
ActionIn Make“Deletes a selected pipeline.”
The heaviest cleanup tool in the list: Delete a Pipeline removes a whole pipeline you name from your Streak account.
Delete a Stage
ActionIn Make“Deletes a selected stage. This call will only succeed if there are no boxes tagged with the key of the selected stage.”
Removing a column from a pipeline keeps your process lean, and this module deletes the stage you pick.
Delete a Task
ActionIn Make“Deletes a selected task.”
Tasks that lost their reason to exist can be removed by Make, which keeps each teammate's list honest.
Get a Box
ActionIn Make“Retrieves details for a selected box.”
Everything Streak knows about one box comes back as a bundle with this module, ready to map into a message, a document or another app.
Get a Comment
ActionIn Make“Retrieves details for a selected comment.”
This read-only module fetches the details of a single comment, which lets you reuse its text somewhere else without opening Streak.
Get a Contact
ActionIn Make“Retrieves details for a selected contact.”
Pulling one contact's full record into your scenario is the job here, so later modules can use the name, email or other details Streak stores.
Get a Field
ActionIn Make“Retrieves details for a selected field.”
You learn how a pipeline field is defined with this module, which returns its details rather than the values stored on boxes.
Get a File
ActionIn Make“Retrieves details for a file by ID.”
File details reach your scenario through Get a File, which looks up one file by its ID and returns what Streak holds about it.
Get an Organization
ActionIn Make“Retrieves details for a selected organization.”
Company data you already stored in Streak comes back through this module, as one bundle describing the organization you pick.
Get a Pipeline
ActionIn Make“Lists a selected pipeline's details.”
A pipeline's setup, as Streak describes it, lands in your scenario through Get a Pipeline, so you can read its details before touching it.
Get a Stage
ActionIn Make“Retrieves details for a selected stage.”
Reading one stage gives your scenario its name and details, useful for writing human-friendly messages instead of raw keys.
Get a Task
ActionIn Make“Retrieves details for a selected task.”
This module returns one task with its details, handy when a scenario must decide what to do with a specific reminder.
Get a Thread
ActionIn Make“Retrieves details for a selected email thread.”
Email threads are where Streak shines, and Get a Thread brings one of them into Make with its details, ready for a summary or an archive.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Anything the listed modules leave out can still be reached: Make an API Call sends your own request to any endpoint of the Streak API, reusing the connection you already set.
Put an Email in a Box
ActionIn Make“Makes an email thread a part of a selected box. A thread can only be part of a single box at any one time. Trying to add it to a second box will result in an error.”
Attaching a Gmail thread to a deal is the core Streak gesture, and this module does it for you: the thread becomes part of the box you choose.
Update a Box
ActionIn Make“Updates a selected box.”
Keeping a deal current is this module's role: it changes the box you select, for instance to reflect news that arrived in another app.
Update a Comment
ActionIn Make“Updates a selected comment for a box.”
A comment already posted on a box can be corrected by Make, so an automated note stays accurate when the facts change.
Update a Contact
ActionIn Make“Updates a selected contact. For any field on a contact that is a list, only the values you put into the array will appear for that contact; calls are not aware of previous values and will not keep them.”
Contact details drift, and this action rewrites the contact you pick with fresher data from another source.
Update a Field
ActionIn Make“Updates a selected field.”
Changing how a pipeline field is set up, not what it contains, is what Update a Field handles, directly from your scenario.
Update an Organization
ActionIn Make“Updates a selected organization. For any field on an organization that is a list, only the values you put into the array will appear for that organization; calls are not aware of previous values and will not keep them.”
Company records stay current thanks to this module, which edits the organization you select with new data.
Update a Pipeline
ActionIn Make“Updates a selected pipeline.”
This action edits an existing pipeline, the board itself rather than the deals it carries, from inside a scenario.
Update a Stage
ActionIn Make“Updates a selected stage.”
Stage settings can change without anyone opening the pipeline menu: Update a Stage edits the stage you pick.
Update a Task
ActionIn Make“Updates a selected task.”
A task can be edited on the fly by Make, for example to change its text or its assignee as the deal evolves.
List Boxes
SearchIn Make“Lists all boxes in a selected pipeline.”
This search returns every box of a pipeline, each as its own bundle, so later modules can process them one by one.
List Comments
SearchIn Make“Lists all comments for a selected box.”
The full conversation on a box comes back with List Comments, one bundle per comment, which you can gather into a single text for a recap.
List Contacts
SearchIn Make“Lists all contacts for a selected team.”
This search pulls every contact of the Streak team you pick into Make, one bundle per person. It is the quickest way to move a whole address book out of the CRM.
List Fields
SearchIn Make“Lists all fields in a selected pipeline.”
With List Fields, your scenario knows which fields a pipeline defines before it writes anything. You read the structure of the pipeline here, not the data inside the boxes.
List Field Values
SearchIn Make“Lists values of custom fields for a selected box.”
The custom field values stored on one box leave Streak through this module, which hands them to the next one. The figures and labels your team keeps in pipeline columns become usable elsewhere.
List Files
SearchIn Make“Lists all the files associated with a particular box.”
Every file attached to one box comes back with List Files, each as its own bundle, so you see what a deal holds without digging through the inbox.
List Organizations
SearchIn Make“Lists all organizations for a selected team.”
This search returns the organizations of the Streak team you select, each company as a separate bundle. Useful when the accounts you sell to have to exist in another tool as well.
List Pipelines
SearchIn Make“Lists all pipelines.”
A sales pipeline next to a hiring one: List Pipelines returns every pipeline your Streak account can reach and passes each on as a bundle. It is the starting point for a scenario that works across all your pipelines.
List Stages
SearchIn Make“Lists all stages in a selected pipeline.”
Stages are how Streak shows where a box stands. List Stages reads the stages of one pipeline, one bundle each, and gives your scenario the map of that progress.
List Tasks
SearchIn Make“Lists all tasks for a selected box.”
The follow-ups your team keeps in Streak can reach your other tools through this search, which brings back the tasks of one box, one bundle per task.
List Threads
SearchIn Make“Lists all email threads associated with a selected box.”
The email history of a deal becomes data a scenario can work with: List Threads retrieves the threads filed in one box, one bundle per conversation.
Search Boxes/Organizations/Contacts
SearchIn Make“Searches for boxes, Organizations or Contacts by query in a pipeline”
Before you create anything, this search checks whether the record is already in Streak. It looks up boxes, organizations or contacts that match a query inside a pipeline.
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