Stripe + Mailchimp + Streak Integrations
How to connect Stripe + Mailchimp + Streak
Zapier lets you send info between Stripe, Mailchimp, and Streak automatically—no code required.
Do even more with Stripe + Mailchimp + Streak
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Stripe, Mailchimp, and Streak. And don’t forget that you can add more apps and actions to create complex workflows.
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment Link
Triggers when a new payment link is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PriceRequired
You can add a Price Description to the Price of a Product in Stripe to make it easier to find in Zapier.
QuantityRequired
Minimum adjustable quantity
By default this value is 0. You can specify a value up to 98. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Maximum adjustable quantity
By default this value is 99. You can specify a value up to 99. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Collect Tax Automatically?
To use this option, you must first enable "Automate taxes" at https://dashboard.stripe.com/setup
Allow Promotion Codes?
Collect Customers' Addresses?
Require customers to provide a phone number?
Confirmation Page
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
A tax code ID.
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
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 Stripe are located here https://stripe.com/docs/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.Find by
Defaults to "Customer Stripe ID"
QueryRequired
Enter the Stripe ID (e.g.
cus_51kxW2Z0qQHpGc) or the email address of the customer to find.
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
Enter the Stripe ID of the payment intent to find. (e.g.
pi_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appAudience
LinkRequired
Select a link from your campaign to track. It's not currently possible to trigger on all link clicks for a campaign with a single Zap.
Trigger on every click from a subscriber?
If no (and by default) this trigger will only fire the first time a user clicks a link in your campaign.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStoreRequired
To prevent timeout errors, please ensure the list of customers for this store does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStore
If specified, will only trigger on orders created in this store. Otherwise, will default to all orders in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
To prevent timeouts, please ensure the list of subscribers in the segment/tag does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber for the custom event. The email address must already be subscribed to the audience.
Custom Event NameRequired
Must be 2-30 characters in length. Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters will be ignored.
Properties
Additional properties for this event (e.g. "User Type: Premium", "Preferred Communication: Email", etc). Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters in the first column only will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to unsubscribe from this audience.
Delete Member
Completely delete this contact from MailChimp? (No: just unsubscribe them)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
A Custom Value is typically used here to pass in the Campaign ID from a "Create Campaign" or "Find Campaign" step. Learn more
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
The tag to which the subscriber will be added.
Email AddressRequired
The email address of the person you want to add to this segment. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the Campaign to find
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The name of the Campaign to find
Campaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStage
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
Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created (supports line items).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
A positive integer in minor units (e.g. cents) or
0for a free price. For example, if your currency is USD, enter100to charge $1.00.CurrencyRequired
Must be a supported three-letter ISO currency code.
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
A subscription can be created with up to 20 items. Selecting the same item more than once will result in an error.
Collection MethodRequired
When charging automatically, Stripe will attempt to pay this subscription at the end of the cycle using the default source attached to the customer. When sending an invoice, Stripe will email your customer an invoice with payment instructions.
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stripe Charge IDRequired
Enter the Stripe ID of the charge to find. (e.g.
ch_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
Enter the Stripe ID of the invoice to find. (e.g.
in_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
If this field is left empty, Zapier will search for subscriptions that have not been canceled.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudience
Trigger on every open from a subscriber?
If no (and by default) this trigger will only fire the first time a user opens an email.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
The email address of the person you want to remove from this tag. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber you want to add a note to. The email address must already be subscribed to the audience.
NoteRequired
The content of the note. Note length is limited to 1,000 characters.
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 Mailchimp are located here https://mailchimp.com/developer/reference/
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.StoreRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPipelineRequired
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
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- Step 1: Authenticate Stripe, Mailchimp, 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
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