← Schedule + Streak integrations

Create Task with Streak API on Daily schedule from Schedule API

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Trigger workflow on
Daily schedule from the Schedule API
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Create Task with the Streak API
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Getting Started

This integration creates a workflow with a Schedule trigger and Streak action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Daily schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Task action
    1. Connect your Streak account
    2. Select a Pipeline
    3. Select a Box
    4. Configure Text
    5. Optional- Configure Due Date
    6. Optional- Select one or more Team Members
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Trigger your workflow every day.
Version:0.0.1
Key:schedule-daily

Schedule Overview

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code

import schedule from "../../schedule.app.mjs";

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Create a new task in a box. [See the docs](https://streak.readme.io/reference/create-a-task)
Version:0.0.1
Key:streak-create-task

Streak Overview

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Action Code

import streak from "../../streak.app.mjs";

const docLink = "https://streak.readme.io/reference/create-a-task";

export default {
  key: "streak-create-task",
  name: "Create Task",
  description: `Create a new task in a box. [See the docs](${docLink})`,
  version: "0.0.1",
  type: "action",
  props: {
    streak,
    pipelineId: {
      propDefinition: [
        streak,
        "pipelineId",
      ],
    },
    boxId: {
      propDefinition: [
        streak,
        "boxId",
        (c) => ({
          pipelineId: c.pipelineId,
        }),
      ],
    },
    text: {
      type: "string",
      label: "Text",
      description: "Task description",
    },
    dueDate: {
      type: "integer",
      label: "Due Date",
      description: "Due date in Unix milliseconds timestamp",
      optional: true,
    },
    assignees: {
      propDefinition: [
        streak,
        "teamMembers",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
      description: "The member(s) of your team this box will be assigned to",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.streak.createTask({
      $,
      boxId: this.boxId,
      data: {
        text: this.text,
        dueDate: this.dueDate,
        assignedToSharingEntries: this.assignees?.map((assignee) => ({
          email: assignee,
        })),
      },
    });
    $.export("$summary", "Successfully created task");
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
StreakstreakappThis component uses the Streak app.
PipelinepipelineIdstringSelect a value from the drop down menu.
BoxboxIdstringSelect a value from the drop down menu.
Texttextstring

Task description

Due DatedueDateinteger

Due date in Unix milliseconds timestamp

Team Membersassigneesstring[]Select a value from the drop down menu.

Action Authentication

Streak uses API keys for authentication. When you connect your Streak account, Pipedream securely stores the keys so you can easily authenticate to Streak APIs in both code and no-code steps.

After completing installation of Streak CRM on your browser, navigate to Gmail, click on the Streak icon in the right sidebar, and select the Integrations button.

About Streak

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

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