Formstack + Streak Integrations

How to connect Formstack + Streak

Zapier lets you send info between Formstack and Streak automatically—no code required.

When this happens...

Box Change Pipeline

Triggers when a Box is moved between Pipelines.

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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.

Supported triggers and actions

What does this mean?

New Form
Triggers when a new form is added.
Trigger
Scheduled
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Trigger
Instant
Create Submission
Creates a submission for a form in FormStack.
Action
Write
Box Change Pipeline
Triggers when a Box is moved between Pipelines.
Trigger
Instant
Box Change Stage
Triggers when a box changes Stage.
Trigger
Instant

Updated Box
Triggers when a Field on a Box is updated.
Trigger
Instant
Box Email Received Count Change
Triggers when the counter for emails received on a box changes.
Trigger
Instant

New Comment
Triggers when a Comment is made on a Box in a Pipeline.
Trigger
Instant

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
Finds or creates a specific box search master.
Scheduled
Action

How Formstack + Streak Integrations Work

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