BuyerAssist + Streak

Update BuyerAssist contacts when Streak contacts are updated

Maintain up-to-date contact information in both Streak and BuyerAssist with this efficient workflow. When a contact is updated in Streak, this automation ensures the corresponding contact in BuyerAssist is also modified, keeping your details consistent across both platforms. Reduce manual data entry and effortlessly manage contact data between Streak and BuyerAssist to save valuable time.

When this happens...
Updated Contact
Triggered when a contact is updated.
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Create Contact
Creates a new contact
ActionWrite

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Supported triggers and actions

- PipelineRequired
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- Stage
- Field
- PipelineRequired
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- PipelineRequired
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- PipelineRequired
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- PipelineRequired
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- PipelineRequired
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- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- 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 Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
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New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
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Instant
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New Task
Triggered when a new task is created in Mutual Success Plans.
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Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
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Instant
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- MSP IDRequired
- Notes IDRequired
- CommentRequired
Action
Write
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Write
- Template ID
- Company Id
- Company nameRequired
- Display nameRequired
- Opportunity/Deal Id
- Mutual Success Plan NameRequired
- Mutual Success Plan Start DateRequired
- Mutual Success Plan Close DateRequired
Action
Write
- MSP IDRequired
- Milestone IDRequired
- Task NameRequired
- Task Due DateRequired
- Task DescriptionRequired
- Is Internal
Action
Write
- Company IDRequired
- Company Name
- Display Name
Action
Write
- Opportunity IDRequired
- Opportunity NameRequired
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task IDRequired
- MSP IDRequired
- Task StatusRequired
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- MSP IDRequired
- Milestone NameRequired
Action
Search
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- MSP IDRequired
Action
Search
- User EmailRequired
Action
Search
- OPP IDRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Search or write
- MSP IDRequired
- Milestone NameRequired
- Milestone Template ID
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Search or write

- Stage
- PipelineRequired
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- PipelineRequired
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- Team KeyRequired
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- TeamRequired
Trigger
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- PipelineRequired
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- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
New Assignee
Triggered when User Add or Update Task assignee.
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New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
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Instant
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New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
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Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
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- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Write
- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Write
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company IDRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact IDRequired
- Email
- First Name
- Last Name
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- Search property nameRequired
- Search property Value
Action
Search
- External Company IDRequired
Action
Search
- MSP IDRequired
Action
Search
- MSP IDRequired
- Milestone IDRequired
Action
Search
- MSP IDRequired
Action
Search
- External Opportunity ID Required
Action
Search
- MSP IDRequired
- Task IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Search or write
- Search property nameRequired
- Search property Value
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

Related categories

Sales & CRM

About Streak

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

Learn more

Related categories

CRM (Customer Relationship Management)

BuyerAssist + Streak

Update BuyerAssist contacts when Streak contacts are updated

Box Change Pipeline

Updated Box

New Comment

New Box

Task Complete

Task Due

Add Organization to Box

Create Comment

Edit Box

Get File by File Key

Link Boxes

Update Contact

Find a Box

Find an Organization

New Contact (Relationship Map)

New Mutual Success Plan

New Task

Updated Methodology Details in BuyerAssist

Add Comment to Task

Create Contact

Create Mutual Success Plan

Create Task

Update Company Details

Update Opportunity Details

Update Task Status

Find or Create Company

Find or Create Milestone

Get Company by Company ID

Get Contact by ID

Get Milestones by MSP ID

Get Associated Mutual Success Plans by Email ID (Admin)

Get Mutual Success Plan by Opportunity ID

Get Opportunity by Opportunity ID

Find or Create Company

Find or Create Milestone

Box Change Stage

Box Email Received Count Change

Updated Contact

New Contact

New Task

Add Contact to Box

Create New Box

Create Task

Edit Task

Get Full Thread by Key

Create Meeting / Call Log

API Request (Beta)

Find a Contact

Find or Create Box

New Assignee

New Opportunity

New Contact

Updated Task in Mutual Success Plan

Create Company

Create Milestone

Create Opportunity

Create User

Update Contact

Update Task

Update Contact Details

Find or Create Contact

Find or Create Opportunity

Get Company From External Company ID

Get Methodology Details by MSP ID

Get Milestone by Milestone ID

Get Mutual Success Plan by MSP ID

Get Opportunity From External Opportunity ID

Get Task

Find or Create Contact

Find or Create Opportunity

About BuyerAssist

Related categories

About Streak

Related categories

Similar apps

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Zoho CRM

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