InvoiceBerry + Streak Integrations

How to connect InvoiceBerry + Streak

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Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is created.
Trigger
Instant
New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
New Expense
Triggers when a new expense is created.
Trigger
Instant
New Item
Triggers when a new item is created.
Trigger
Instant
New Quote
Triggers when a new quote is created.
Trigger
Instant
Create Client
Creates a new client.
Action
Write
Add Expense
Adds a new expense.
Action
Write
Create Invoice
Adds a new Invoice.
Action
Write
InvoiceBerry
Adds a new item.
Scheduled
Action
Streak
Triggers when a Box is moved between Pipelines.
Instant
Trigger
Streak
Triggers when a box changes Stage.
Instant
Trigger
Streak
Triggers when a Field on a Box is updated.
Instant
Trigger
Streak
Triggers when the counter for emails received on a box changes.
Instant
Trigger
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 InvoiceBerry + Streak Integrations Work

Step 1: Authenticate InvoiceBerry and 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.