streak
Streak CRM API for Gmail. Use when user mentions "Streak", "Gmail CRM", "email CRM", or pipeline in Gmail.
What this skill does
## Troubleshooting
If requests fail, run `zero doctor check-connector --env-name STREAK_TOKEN` or `zero doctor check-connector --url https://api.streak.com/api/v1/users/me --method GET`
## How to Use
### Authentication
Streak uses HTTP Basic Auth with your API key as the username and no password. In curl, use `-u "$STREAK_TOKEN:"` (note the trailing colon).
### 1. Get Current User
```bash
curl -s -X GET "https://api.streak.com/api/v1/users/me" -u "$STREAK_TOKEN:"
```
### 2. List All Pipelines
Pipelines represent business processes (Sales, Hiring, Projects, etc.).
```bash
curl -s -X GET "https://api.streak.com/api/v1/pipelines" -u "$STREAK_TOKEN:"
```
### 3. Get a Pipeline
```bash
curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}" -u "$STREAK_TOKEN:"
```
### 4. Create a Pipeline
Write to `/tmp/streak_request.json`:
```json
{
"name": "New Sales Pipeline"
}
```
Then run:
```bash
curl -s -X PUT "https://api.streak.com/api/v1/pipelines" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 5. List Boxes in Pipeline
Boxes are the core data objects (deals, leads, projects) within a pipeline.
```bash
curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/boxes" -u "$STREAK_TOKEN:"
```
### 6. Get a Box
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}" -u "$STREAK_TOKEN:"
```
### 7. Create a Box
Write to `/tmp/streak_request.json`:
```json
{
"name": "Acme Corp Deal"
}
```
Then run:
```bash
curl -s -X POST "https://api.streak.com/api/v1/pipelines/{pipelineKey}/boxes" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 8. Update a Box
Write to `/tmp/streak_request.json`:
```json
{
"name": "Updated Deal Name",
"stageKey": "stageKey123"
}
```
Then run:
```bash
curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 9. List Stages in Pipeline
```bash
curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/stages" -u "$STREAK_TOKEN:"
```
### 10. List Fields in Pipeline
```bash
curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/fields" -u "$STREAK_TOKEN:"
```
### 11. Get a Contact
```bash
curl -s -X GET "https://api.streak.com/api/v1/contacts/{contactKey}" -u "$STREAK_TOKEN:"
```
### 12. Create a Contact
Write to `/tmp/streak_request.json`:
```json
{
"teamKey": "teamKey123",
"emailAddresses": ["[email protected]"],
"givenName": "John",
"familyName": "Doe"
}
```
Then run:
```bash
curl -s -X POST "https://api.streak.com/api/v1/contacts" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 13. Get an Organization
```bash
curl -s -X GET "https://api.streak.com/api/v1/organizations/{organizationKey}" -u "$STREAK_TOKEN:"
```
### 14. Search Boxes, Contacts, and Organizations
```bash
curl -s -X GET "https://api.streak.com/api/v1/search?query=acme" -u "$STREAK_TOKEN:"
```
### 15. Get Tasks in a Box
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/tasks" -u "$STREAK_TOKEN:"
```
### 16. Create a Task
Write to `/tmp/streak_request.json`:
```json
{
"text": "Follow up with client",
"dueDate": 1735689600000
}
```
Then run:
```bash
curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/tasks" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 17. Get Comments in a Box
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/comments" -u "$STREAK_TOKEN:"
```
### 18. Create a Comment
Write to `/tmp/streak_request.json`:
```json
{
"message": "Spoke with client today, they are interested."
}
```
Then run:
```bash
curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/comments" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 19. Get Threads in a Box
Email threads associated with a box.
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/threads" -u "$STREAK_TOKEN:"
```
### 20. Get Files in a Box
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/files" -u "$STREAK_TOKEN:"
```
### 21. Get Meetings in a Box
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/meetings" -u "$STREAK_TOKEN:"
```
### 22. Create a Meeting Note
Write to `/tmp/streak_request.json`:
```json
{
"meetingDate": 1735689600000,
"meetingNotes": "Discussed pricing and timeline.",
"title": "Sales Call"
}
```
Then run:
```bash
curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/meetings" -u "$STREAK_TOKEN:" --header "Content-Type: application/json" -d @/tmp/streak_request.json
```
### 23. Get Box Timeline
```bash
curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/timeline" -u "$STREAK_TOKEN:"
```
## Guidelines
1. **Keys**: Pipeline keys, box keys, and other identifiers are alphanumeric strings returned by the API
2. **Timestamps**: Use Unix timestamps in milliseconds for date fields (e.g., `dueDate`, `meetingDate`)
3. **Rate Limits**: Be mindful of API rate limits; add delays between bulk operations
4. **Stages**: To move a box to a different stage, update the box with the new `stageKey`
5. **Email Integration**: Streak is tightly integrated with Gmail; threads are Gmail thread IDs
6. **Team Key**: When creating contacts, you need a `teamKey` which can be obtained from the teams endpoint
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