Gravity Forms integration with Streak
How to Create Streak boxes from new Gravity Forms submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Streak boxes from new Gravity Forms submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Streak integrations
Streak actions
Nekton can use any feature that is available in Streak API.
Using our advanced AI, you can easily create custom automations for Streak.
Here are some typical actions you can do in your automated workflows.
Add Organization to Box
Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.
Create Comment
Create a comment on a box.
Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
Get File by File Key
Retrieve a file by providing the file key.
Link Boxes
Link multiple boxes together.
Update Contact
Update a contact by providing a contact key.
About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.