Streak + Workboard

Streak + Workboard integrations

Update Workboard action items for updated Streak contacts

Keep your Workboard tasks up-to-date with this Streak and Workboard workflow. Whenever a contact is updated in Streak, this automation will create a new action item in Workboard, ensuring that important details and follow-ups are reflected in your project management tool. Stay organized and on top of your contacts by seamlessly connecting your CRM and task management apps.

When this happens...
Updated ContactTriggered when a contact is updated.
TriggerInstant
automatically do this!
Create Action ItemCreate an action item in Workboard
ActionWrite

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More things you can do with Streak and Workboard

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

- Pipeline
  Required
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- Stage
- Field
- Pipeline
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- Pipeline
  Required
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- Pipeline
  Required
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- Pipeline
  Required
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- Pipeline
  Required
Trigger
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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
New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
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- Goals by team
- Team
- Goals by me
Trigger
Instant
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New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
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- Team Name
  Required
- Company Name
  Required
Action
Write
- Workstream
- Description
  Required
- Note
- Due date
- Owner
- Assignee
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
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- Pipeline
  Required
Trigger
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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
- Workstream
- Tag
- Action item
Trigger
Instant
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- Team
Trigger
Instant
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New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
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- Team
- WorkStream Name
  Required
- Workstream objective
  Required
Action
Write
- Metric
  Required
- Metric Data
  Required
- Metric Type
  Required
Action
Write

About Streak

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

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CRM (Customer Relationship Management)

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About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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