Paycove + Streak

Paycove + Streak integrations

Create Paycove invoices/quotes from an update box in Streak

Manually creating quotes or invoices slows you down in critical moments of a sale. This integration will automatically create a quote or invoice in Paycove when a lead reaches a specific stage of your Streak pipeline. Now you can focus closing more deals.

When this happens...
Updated BoxTriggers when a Field on a Box is updated.
TriggerInstant
automatically do this!
Create Invoice / QuoteCreates an invoice or quote and contact (and optional organization).
ActionWrite

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More things you can do with Streak and Paycove

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

- Pipeline
  Required
Trigger
Instant
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- Stage
- Field
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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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
Deal Created
Triggers when a new invoice or quote is added to Paycove.
Trigger
Instant
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Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Trigger
Instant
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Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Trigger
Instant
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- 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
Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Trigger
Instant
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Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
Trigger
Instant
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- Quote or Invoice
  Required
- Name
  Required
- Contact Id
- Contact Name
- Contact Email
- Organization Id
- Organization Name
- Organization Street Address
- Organization City
- Organization State or Region
- Organization Country
- Organization Postal Code
- Name
  Required
- SKU
- Quantity
  Required
- Price
  Required
- Tax
- Amount off
- Percent off
- Description
Action
Write

About Paycove

Paycove is a quoting, invoicing, and payments platform.

HelpHelp

Related categories

Proposal & Invoice Management

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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