streak_skill

Overview

This skill integrates Streak CRM with Gmail to manage pipelines, boxes (deals), contacts, organizations, tasks, and email threads via the Streak API. It provides shell examples and patterns for authenticating, listing and modifying pipelines and boxes, creating contacts and tasks, and associating Gmail threads with deals. The commands are optimized for use in scripts and CI where environment variables hold the API key.

How this skill works

The skill uses the Streak REST API with HTTP Basic Auth, supplying your API key as the username and an empty password. It issues curl commands (wrapped in bash -c when piping) to list and manipulate pipelines, boxes, stages, fields, contacts, tasks, comments, threads, files, meetings, and timelines. Requests that create or update resources send JSON payloads from temporary files to keep commands simple and reproducible.

When to use it

• Automating creation and updates of deals (boxes) from scripts or webhooks.
• Syncing or searching contacts, organizations, and Gmail threads tied to deals.
• Generating or updating pipeline structure, stages, and custom fields programmatically.
• Creating follow-up tasks, meeting notes, and comments for sales workflows.
• Bulk exporting or inspecting box timelines, files, and thread associations for reporting.

Best practices

• Store your API key in an environment variable (STREAK_API_KEY) and never hard-code it.
• Wrap curl commands in bash -c '...' when using pipes to avoid environment variable loss.
• Use Unix timestamps in milliseconds for date fields (dueDate, meetingDate).
• Respect API rate limits; add delays for bulk operations and implement retry logic.
• Write JSON payloads to a temp file and reference them with -d @/tmp/file.json for clarity.

Example use cases

• Create a new sales pipeline and add initial stages and fields via scripted API calls.
• Create a box for a new lead, attach the Gmail thread, and add a follow-up task with a due date.
• Search for all boxes and contacts matching a company name to prepare a sales outreach list.
• Add meeting notes to a box after a client call and update the box stage to reflect progress.
• Export box timelines and files to feed into reporting or analytics pipelines.