STEP 1
Connect Apptivo and Streak CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and Streak CRM Integration
Keep Apptivo and Streak CRM in sync by integrating their events and actions. When crm events happen in Apptivo, update the Streak CRM automatically - without any line of code in visual workflow builder.
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Learn about Apptivo and Streak CRM
Detailed info you need to know about Apptivo and Streak CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Streak CRM
Manage pipelines, boxes, contacts, and tasks in Streak CRM inside Gmail. [6]
How to connect Apptivo to Streak CRM
Set up your Apptivo and Streak CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Streak CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and Streak CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Streak CRM work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Streak CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersStreak CRM actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Streak CRM modules
- Add FilesAttaches one or more files to a box.
- All NewsfeedReturns the recent activity feed across all of your pipelines.
- Batch Move BoxesMove boxes to a different pipeline (batch).
- Box NewsfeedReturns the recent activity feed for a single box.
- Check Existing OrganizationsChecks whether an organization already exists for a given domain or name.
- Create BoxCreate a box.
- Create CommentCreate a comment.
- Create ContactCreate a contact.
- Create MeetingCreate a new meeting.
- Create PipelineCreate a pipeline.
- Create Pipeline FieldAdds a new custom field to a pipeline.
- Create SnippetCreate a snippet.
- Create StageCreate a stage.
- Create TaskCreate a task.
- Delete BoxDelete a box.
- Delete CommentDelete a comment.
- Delete ContactDelete a contact.
- Delete MeetingDelete a meeting.
- Delete OrganizationDelete an organization.
- Delete PipelineDelete a pipeline.
- Delete Pipeline FieldRemoves a custom field from a pipeline.
- Delete SnippetDelete a snippet.
- Delete StageDelete a stage.
- Delete TaskDelete a task.
- Delete ThreadRemoves an email thread from a box.
- Get All SnippetsGets all Snippets.
- Get BoxGet a box.
- Get Box Field ValueReturns the value of one custom field on a box.
- Get Box TimelineGet timeline for a box.
- Get CommentGet a comment.
- Get ContactGet a contact.
- Get Current UserReturns the profile of the Streak user tied to this connection.
- Get FileGet specific file.
- Get File ContentsGets file Contents.
- Get Multiple BoxesGets multiple Boxes.
- Get My TeamsReturns the teams the connected user belongs to.
- Get OrganizationReturns the details of an organization by its key.
- Get PipelineGet a pipeline.
- Get Pipeline FieldReturns the details of a single pipeline field.
- Get SnippetGet a snippet.
- Get StageGet a stage.
- Get TaskGet a task.
- Get TeamGet a team.
- Get ThreadGet a specific thread.
- Get UserReturns the profile details of a Streak user by their key.
- List All PipelinesRetrieves a list of all Pipelines.
- List Box CommentsGet all comments in a box.
- List Boxes In PipelineList all boxes in pipeline.
- List Box Field ValuesList field values for a box.
- List Box FilesGet files in a box.
Frequently asked questions
Common questions about connecting Apptivo and Streak CRM.
Connect your Apptivo and Streak CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Add Files" in Streak CRM. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Streak CRM has 75 actions (including Add Files, All Newsfeed, and Batch Move Boxes). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-Streak CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or Streak CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + Streak CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and Streak CRM integration.
- Apptivo and Streak CRM integration source code, module specs and credentials implementation.
- Our Apptivo and Streak CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Streak CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- Streak CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library