What do you want to automate

with Streak and RiskAdvisor?

Prompt, edit and deploy AI agents that connect to Streak, RiskAdvisor and 2,500+ other apps in seconds.

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Create Box with Streak API on Client Updated from RiskAdvisor API
RiskAdvisor + Streak
 
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Create Box with Streak API on New Client Created from RiskAdvisor API
RiskAdvisor + Streak
 
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Create Client with RiskAdvisor API on Box Changed Pipeline (Instant) from Streak API
Streak + RiskAdvisor
 
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Create Client with RiskAdvisor API on Box Changed Stage (Instant) from Streak API
Streak + RiskAdvisor
 
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Create Client with RiskAdvisor API on New Box (Instant) from Streak API
Streak + RiskAdvisor
 
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Box Changed Pipeline (Instant) from the Streak API

Emit new event when a box changes pipelines.

 
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Client Updated from the RiskAdvisor API

Emit new event each time a client is updated in RiskAdvisor. See the documentation

 
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Box Changed Stage (Instant) from the Streak API

Emit new event when a box's stage is updated in a pipeline.

 
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New Client Created from the RiskAdvisor API

Emit new event each time a new client is created in RiskAdvisor. See the documentation

 
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New Box (Instant) from the Streak API

Emit new event when a new box is created in a pipeline.

 
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Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. See the documentation

 
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Create Box with the Streak API

Create a new box in Streak. See the docs

 
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Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. See the documentation

 
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Create Task with the Streak API

Create a new task in a box. See the docs

 
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Link Boxes with the Streak API

Link boxes to a specific box. See the docs

 
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Integrate the Streak API with the RiskAdvisor API
Setup the Streak API trigger to run a workflow which integrates with the RiskAdvisor API. Pipedream's integration platform allows you to integrate Streak and RiskAdvisor remarkably fast. Free for developers.

Overview of Streak

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.

Connect Streak

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    streak: {
      type: "app",
      app: "streak",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.streak.com/api/v1/users/me`,
      auth: {
        username: `${this.streak.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of RiskAdvisor

The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.

Connect RiskAdvisor

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    riskadvisor: {
      type: "app",
      app: "riskadvisor",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.riskadvisor.insure/api/clients`,
      headers: {
        Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo