Integrate Streak with Zoho Bookings

Send information between Streak and Zoho Bookings automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Organization created

Triggers when a new organization is created

Pipeline created

Triggers when a new pipeline is created

Box pipeline changed

Triggers when a box is moved between pipelines

Box created

Triggers when a new box is created in the selected pipeline

Task created

Triggers when a new task is created in the selected pipeline

Contact added

Triggers when a new contact is created in the selected team

Stage added

Triggers when a new stage is added to the selected pipeline

Box updated

Triggers when the properties of a box is updated in the selected pipeline

Appointment marked as no-show

Triggers when an appointment is marked as no-show

Appointment canceled

Triggers when an appointment is canceled

Appointment marked as completed

Triggers when an appointment is marked as completed

Appointment rescheduled

Triggers when an appointment is rescheduled

Appointment booked

Triggers when an appointment is booked

All Actions - Actions are the automated tasks

Create new box

Creates a new box

Create contact

Creates a new contact

Create comment

Creates a new comment

Create organization

Creates a new organization

Create task

Creates a new task in the selected box

Update box

Updates the properties of the specified box

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Fetch contact

Fetches details of an existing contact by key

Fetch organization

Fetches the details of an existing organization by key

Create service

Creates a new service

Create appointment

Creates a new appointment

Update service

Updates the details of an existing service by service ID

Reschedule appointment

Reschedules appointment to another slot

Update appointment

Updates the details of an appointment

Fetch appointment

Fetches an appointment by its ID

Fetch service

Fetches the details of the selected service

Fetch availability

Fetches the details of the availability by resource ID or staff ID

What is Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management CRM

What is Zoho Bookings?

Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more

Harnoor Abroll

Technical and Operations Head, TruAct

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