Docubee + Streak

Docubee + Streak integrations

Initiate Docubee workflow instances for updated Streak contacts

Keep your Streak contacts and Docubee workflows seamlessly connected with this automation. Whenever a contact is updated in Streak, it will trigger a new workflow instance in Docubee. This ensures that your workflows always stay in sync with your contact updates, saving you time and effort in managing both platforms.

When this happens...
Updated ContactTriggered when a contact is updated.
TriggerInstant
automatically do this!
Start a Workflow InstanceSends data to start an OnTask Workflow Template
ActionWrite

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More things you can do with Streak and Docubee

Discover other triggers and actions you can use with Streak and Docubee

- Pipeline
  Required
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- Stage
- Field
- Pipeline
  Required
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
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- Pipeline
  Required
Trigger
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- Select a Workflow Template
  Required
Trigger
Instant
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- Select a Workflow
  Required
Action
Write

- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Select a Workflow Template
  Required
Trigger
Instant
Try It

About Docubee

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

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Related categories

Documents

About Streak

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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