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Coveo + Streak Integrations

How to connect Coveo + Streak

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Supported triggers and actions

What does this mean?
  • Coveo triggers, actions, and search
    Delete Content
    Deletes an item from your Coveo Cloud orgnization.
    Action
    Write
  • Coveo triggers, actions, and search
    Add or Update Content
    Adds or update an item in a source of your Coveo Cloud organization.
    Action
    Write
  • Coveo triggers, actions, and search
    Find Document
    Searches for items in your Coveo Cloud organization.
    Action
    Search
  • Coveo triggers, actions, and search
    Find Help Document
    Searches for Coveo documentation from our help portal.
    Action
    Search
  • Streak triggers, actions, and search
    Box Change Pipeline
    Triggers when a Box is moved between Pipelines.
    Trigger
    Instant
  • Streak triggers, actions, and search
    Box Change Stage
    Triggers when a box changes Stage.
    Trigger
    Instant
  • Streak triggers, actions, and search
    Updated Box
    Triggers when a Field on a Box is updated.
    Trigger
    Instant
  • Streak triggers, actions, and search
    Box Email Received Count Change
    Triggers when the counter for emails received on a box changes.
    Trigger
    Instant
  • Streak

    Triggers when a Comment is made on a Box in a Pipeline.

    Instant

    Trigger

  • Streak

    Triggered when a contact is updated.

    Instant

    Trigger

  • Streak

    Triggered when a new box is created.

    Instant

    Trigger

  • Streak

    Triggered when a new contact is created.

    Instant

    Trigger

  • Streak

    Triggers when a Task is completed.

    Instant

    Trigger

  • Streak

    Triggers when a Task is created.

    Instant

    Trigger

  • Streak

    Triggers when a Task becomes due, but it not yet completed.

    Instant

    Trigger

  • Streak

    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.

    Scheduled

    Action

  • Streak

    Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

    Scheduled

    Action

  • Streak

    Create a new box.

    Scheduled

    Action

  • Streak

    Create a comment on a box.

    Scheduled

    Action

  • Streak

    Create a new Task on a Box.

    Scheduled

    Action

  • Streak

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

    Scheduled

    Action

  • Streak

    Edit a task by providing box key and task text or by providing a task key.

    Scheduled

    Action

  • Streak

    Retrieve a file by providing the file key.

    Scheduled

    Action

  • Streak

    Gets a full unified thread given a thread key.

    Scheduled

    Action

  • Streak

    Link multiple boxes together.

    Scheduled

    Action

  • Streak

    Create a new Meeting or Call Log on a box.

    Scheduled

    Action

  • Streak

    Update a contact by providing a contact key.

    Scheduled

    Action

  • Streak

    Find a box by name, key, or fuzzy query.

    Scheduled

    Action

  • Streak

    Searches for an existing contact by contact key, box key, or other information (like email address).

    Scheduled

    Action

  • Streak

    Searches for an existing organization.

    Scheduled

    Action

  • Streak

    Find or Create Box

    Scheduled

    Action

  • Streak

    Find or Create Box

    Scheduled

    Action

How Coveo + Streak Integrations Work

  1. Step 1: Authenticate Coveo and Streak.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
coveo logo
coveo logo

About Coveo

Coveo is a complete AI-powered search & relevance service for unified & personalized search interactions.

Related categories

  • Documents
streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

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