Proposify + Streak Integrations
How to connect Proposify + Streak
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Led ByRequired
User that is leading development of this proposal.
Template
Client Email AddressRequired
The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
Due DateRequired
The date the proposal is due.
Proposal NameRequired
The name of the proposal.
Notes
Internal notes (your client won't see these).
Proposal Number
Manual Total
Manual total of a proposal.
Manual Tax
Manual tax of a Proposal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stage
Only trigger boxes as they enter a certain stage.
PipelineRequired
Only trigger when a box changes stage in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when the received counter changes on a Box in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger on Tasks made on Boxes in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
The box the contact will be added to.
Contact EmailRequired
The email address(es) of a contact who will be added to the box.
Contact First Name
The first name of a contact who will be added to the box.
Title
Contact's position/title.
Contact Last Name
The last name of a contact who will be added to the box.
Phone Number(s)
The phone number(s) associate with this contact.
Twitter
Contact's Twitter handle.
Facebook
Contact's Facebook page.
LinkedIn
Contact's LinkedIn page.
Address
Contact's address(es).
Contact Notes
Notes specific to the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
The pipeline this box is found under.
NameRequired
The name of the box.
Assigned To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, this will be assigned to you.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Create Tag and Dropdown Options
If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key.
Pipeline
If box name is used, only update the box on this pipeline.
TextRequired
Label for the task.
Due Date
Time that the task is due.
Assign To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, this will be assigned to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assign To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, the assignee will not change.
Box Key
The box of the key you'd like to edit tasks on. You must also provide task text with this option, and may not provide a task key.
Task Text
The text of the task you'd like to edit. Task text is case sensitive and must be used with a box key. Do not provide a task key.
Task Key
The specific task key you'd like to update. Do not provide a box key or task text if you are providing a task key.
Completed
Due Date
Leave blank to not change.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Thread KeyRequired
The thread key for the contents you'd like to retrieve.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box KeyRequired
A box key is its unique ID (not its name). You will likely need to get this key from a previous step.
Meeting TypeRequired
Meeting or call?
Start TimeRequired
Start time for the meeting or call.
End Time
End time for the meeting or call.
Notes
Meeting/Call Log Notes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Streak are located here https://www.streak.com/api/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact or Box Key
If given a box key, this search will returns the first contact or the first starred contact from the specified box. If given a contact key, this search will return the details of the specified contact. You must provide either a key or a query; you can not provide both.
Search Query
Your search query should be unique to the user -- email address, phone number, or street address are great options. You must provide either a key or a query; you can not provide both.
Teams
List of teams to search on. If no teams are specified, it will default to all teams. Only applicable for use with Search Queries.
ActionThis is an event a Zap performs.SearchFind existing data in your appExact Search
Exact box name or key. You must provide either a key/name or a query; you can not provide both.
Search Query
Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
Pipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
PipelineRequired
The pipeline this box is found under.
NameRequired
The name of the box.
Assigned To
Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Client Created
Triggers when a user creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
The first name of your client.
Last NameRequired
The last name of your client.
Email AddressRequired
The email address of your client.
Company Name
The name of the company your client works for.
Title
The title of your client.
Office Number
Mobile Number
Address Line 1
This field will be ignored if no company name is specified.
Address Line 2
This field will be ignored if no company name is specified.
City
This field will be ignored if no company name is specified.
Client Website Url
This field will be ignored if no company name is specified.
Zip/Postal Code
This field will be ignored if no company name is specified.
State
The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
Country
The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
Is Default Contact
Denotes whether or not this person is the default contact for this company. Defaults to No.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
Only trigger when a Box is moved out of this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage
Only trigger if this box is in a particular stage.
Field
Only trigger if a specific field in a box is updated.
PipelineRequired
Only trigger when a Field on a Box is edited in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a comment is made on a box in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a new box is in this pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a Task is completed in a Box on in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PipelineRequired
Only trigger when a Task is due on a Box in this Pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
The box this organization will belong to.
Organization NameRequired
The name of the organization.
Website(s)Required
Organization's website.
Industry
Phone Number(s)
Address(es)
Employee Count
Logo URL
Twitter Handle
Facebook Handle
LinkedIn Handle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key.
Pipeline
If box name is used, only update the box on this pipeline.
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Either the name of the box to edit (case sensitive), or the key of the box.
Pipeline
Name
New name of the box (leave empty to not change).
Note
Notes field on the Box (leave empty to not change).
Assigned To
Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
If left blank, the assignee will not change.
Gmail Thread Id
This will attach the Gmail Thread to this box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Create Tag and Dropdown Options
If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File KeyRequired
The key of the file you'd like to retrieve.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
If box name is used, only update the box on this pipeline.
Box Name or KeysRequired
Box to link other boxes to. Either the name of the box (case sensitive) or the key.
Box Names or KeysRequired
A list of box names or keys to link to the first box.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact KeyRequired
The key of the contact you'd like to update.
First Name
First name of updated contact.
Last Name
Last name of updated contact.
Email Address(es)
The only email addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
Title
The title of the updated contact.
Twitter
The Twitter handle of the updated contact.
Facebook
The Facebook link of the updated contact.
LinkedIn
The LinkedIn url for the updated contact.
Photo (Url)
A url for the photo of the updated contact.
Phone Numbers
The only phone numbers associated with the contact will be the ones you include here; make sure to include any previously associated numbers as well as the new one(s).
Address(es)
The only addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
Other
Any other notes or information you'd like to include about the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Exact Search
Exact box name or key. You must provide either a key/name or a query; you can not provide both.
Search Query
Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
Pipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization or Box Key
If given a box key, this search will returns the first organization or the first starred organization from the specified box. If given an organization key, this search will return the details of the specified organization. You must provide either a key or a query; you can not provide both.
Search Query
Your search query should be unique to the organization – website, phone number, or street address are great options.
Team
The team on which to search for the organization. If left blank, all teams will be searched.
ActionThis is an event a Zap performs.SearchFind existing data in your appPipelines
List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines.
Search Query
Search for the contents of a box (not to be used with search by name or search and create).
NameRequired
The name of the box.
PipelineRequired
The pipeline this box is found under.
Assigned To
Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
Notes
The box notes.
GmailThreadID
The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How Proposify + Streak Integrations Work
- Step 1: Authenticate Proposify 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.
About Proposify
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