Invoiced + Streak Integration

Integrate Invoiced to Streak in one click, or tell Integrately AI how you want each invoice handled. Track your sales pipeline, update boxes, log activities, and trigger follow-ups automatically.

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1.
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
  • Streak
    Contact is created in Streak Instant
  • Streak
    Contact is updated in Streak Instant
  • Streak
    Box is created in Streak Instant
  • Streak
    Box stage is changed in Streak Instant
  • Streak
    Box is updated in Streak Instant
  • Streak
    Box is moved between pipelines in Streak Instant
  • Streak
    Meeting note or call log is created in Streak Instant
  • Streak
    Task is created in Streak Instant
  • Streak
    Task is due in Streak Instant
  • Streak
    Task is completed in Streak Instant
  • Streak
    Organization is created in Streak Instant
  • Streak
    Organization is updated in Streak Instant
  • Streak
    Comment is added to box in Streak Instant
Arrow Right
2.
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced
  • Streak
    Add contact in Streak
  • Streak
    Update contact in Streak
  • Streak
    Search contact in Streak
  • Streak
    Create task in Streak
  • Streak
    Update task in Streak
  • Streak
    Create box in Streak
  • Streak
    Update box in Streak
  • Streak
    Search box in Streak
  • Streak
    Create meeting/call log in Streak
  • Streak
    Add contact to box in Streak
  • Streak
    Retrieve file by file key in Streak
  • Streak
    Link boxes in Streak
  • Streak
    Retrieve full thread by key in Streak
  • Streak
    Search organization in Streak
  • Streak
    Create comment in Streak

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Ready Workflows Ready Workflows for Invoiced + Streak Integration

Track new invoices, update your sales pipeline in Streak, manage follow-ups, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Invoiced + Streak Integration

Create Streak task for new Invoiced payment

When you make a payment in Invoiced, be sure to create a task in Streak! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Invoiced + Streak Integration

Create Streak contact for new Invoiced contact

If you are using Invoiced, then you may want to also use Streak to manage your customer relationships. With the help of this automation, whenever you create a contact in Invoiced, a corresponding contact will be created in Streak.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Streak + Invoiced Integration

Create Invoiced contact from new Streak company

If you have created a company in Streak, it's important to create a contact in Invoiced. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Streak + Invoiced Integration

Create Invoiced contact for new Streak contact

Streak is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new contact.

But don't worry anymore. With this Invoiced Salesforce integration, you can connect your contact and contact records, so that when a new contact is created in Streak, you'll automatically receive a corresponding contact record in Invoiced.
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Invoiced + Streak Integration

Create Streak task for new Invoiced invoice

If you use Invoiced to manage your invoice, you can also use Streak to create and manage task associated with those invoice. Creating a task in Streak will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
See more
Invoiced + Streak Integration

Create Streak task for new Invoiced contact

With the growth of Invoiced, many companies are looking for ways to connect their Invoiced account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Streak every time a contact is created in Invoiced.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
See more
Streak + Invoiced Integration

Create Invoiced contact for new Streak company

When you create a company in Streak, be sure to also create a contact in Invoiced. This will help ensure that your accounts are correctly linked and that the transactions flow smoothly between the two systems.

Creating and linking your accounts in this way can save you time and hassle down the road.
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoiced + Streak flow

Send client updates to your team, schedule follow-up meetings, or log payment records across your favorite tools. Pick a combination and activate it in one click.

Invoiced
Streak
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
I
S
G
Add a Streak box for every new Invoiced invoice and send a confirmation email in Gmail
New invoices automatically create corresponding boxes in Streak and trigger a confirmation email in Gmail without manual copy-pasting.
I
S
G
When an Invoiced payment is created, update the matching Streak box and email the account manager in Gmail
Payments received in Invoiced update your Streak pipeline instantly and notify account managers via Gmail.
I
S
G
Use Claude to summarise Invoiced payment notes, update the Streak box, and email the report in Gmail
Claude analyses payment details from Invoiced, updates Streak, and sends a detailed summary via Gmail.

Supported triggers and actions for Invoiced and Streak

Mix and match to build the exact automation you need

Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
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Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
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Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
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Create subscription in Invoiced
Enrolls users in a subscription service
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Streak
Streak Triggers & Actions
Instant
Contact is created in Streak
Triggers the automation when a new contact is created
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Instant
Contact is updated in Streak
Triggers the automation when a contact is updated
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Instant
Box is created in Streak
Triggers the automation when a Box is created
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Instant
Box stage is changed in Streak
Triggers the automation when a box stage is changed
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Instant
Box is updated in Streak
Triggers the automation when a Box is updated
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Instant
Box is moved between pipelines in Streak
Triggers the automation when a Box is moved between pipelines
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Instant
Meeting note or call log is created in Streak
Triggers the automation when a new meeting note or call log is added
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Instant
Task is created in Streak
Triggers the automation when a new task is created
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Instant
Task is due in Streak
Triggers the automation when a task remains due past the due date
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Instant
Task is completed in Streak
Triggers the automation when any task is completed
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Instant
Organization is created in Streak
Triggers the automation when a new organization is created
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Instant
Organization is updated in Streak
Triggers the automation when any organization's profile is modified
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Instant
Comment is added to box in Streak
Triggers the automation when a comment is made on a box
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Add contact in Streak
Adds a new contact to the address book
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Update contact in Streak
Updates contact information with new details
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Search contact in Streak
Finds and retrieves contact information
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Create task in Streak
Creates a new task
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Update task in Streak
Updates the task with new information or changes
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Create box in Streak
Generates a new box
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Update box in Streak
Updates a box
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Search box in Streak
Searches for a box
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Create meeting/call log in Streak
Logs a new meeting or call
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Add contact to box in Streak
Store newly added contacts in designated box
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Retrieve file by file key in Streak
Retrieves a file using its file key
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Link boxes in Streak
Links two or more boxes
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Retrieve full thread by key in Streak
Retrieves a full thread using its key
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Search organization in Streak
Finds and retrieves information about a organization
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Create comment in Streak
Generates a new comment
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What can you automate with Invoiced + Streak?

Streamline your billing and sales workflows by connecting Invoiced and Streak to eliminate manual data entry.

What you can automate?
🔄
Sync new invoices to sales pipeline boxes
Automatically create a Streak box the moment an invoice is generated in Invoiced, keeping your sales and finance teams perfectly aligned.
📋
Capture every customer detail across apps
Map complete customer profiles and invoice line items directly into Streak boxes instead of transferring records by hand.
🔔
Notify your team on payment completion
Alert your sales and finance channels instantly when an Invoiced payment is successfully created or marked as paid.
🔀
Route deals based on invoice status
Update Streak pipeline stages differently depending on whether an invoice is paid, overdue, or pending approval.
⏱️
Keep CRM records updated as invoices change
Automatically modify Streak box details whenever an Invoiced customer record or payment status is updated.
🔍
Search and update existing client records
Look up existing contacts in Invoiced before creating new entries in Streak, preventing duplicate customer profiles.
💳
Handle subscription and estimate updates
Track subscription renewals and approved estimates seamlessly by triggering pipeline updates when financial events occur.
🌐
Extend your workflow to team messaging apps
Connect your Invoiced and Streak core automation with Slack to broadcast real-time updates to your entire organisation.
And much more...

Who is Invoiced + Streak integration for?

Connecting Invoiced and Streak eliminates manual data entry between billing and sales, ensuring revenue tracking and pipeline stages remain perfectly aligned.

Finance directors
Finance directors
Sales executives
Sales executives
Account managers
Account managers
Billing coordinators
Billing coordinators
Sales managers
Sales managers
Operations leads
Operations leads
📈
Finance directors
You're reviewing revenue reports every week but your billing records and CRM pipelines live in separate tools, so the figures you're presenting are always mismatched — with this integration, every payment and invoice syncs instantly and your financial data stays accurate.
Sales executives
You need to close deals and move prospects forward rapidly, but you find out about paid invoices hours too late to capitalise on momentum — with this integration, every payment status update lands in your CRM instantly and your sales cycle moves without friction.
🤝
Account managers
You answer to key clients who expect immediate confirmation when estimates are approved and billing profiles are set up, but manual handoffs cause frustrating delays — with this integration, every approved estimate triggers instant pipeline updates and client communications.
💼
Billing coordinators
The volume of invoices and client accounts is too high for anyone to keep billing ledgers and CRM boards updated by hand, leading to constant oversights — with this integration, every customer record and payment flows automatically between systems.
🎯
Sales managers
You depend on finance to notify your team when invoices are settled before your reps can start onboarding, causing operational bottlenecks — with this integration, pipeline stages update automatically the moment financial events occur.
📋
Operations leads
You need a reliable audit history of every client interaction and transaction, but manual copying keeps leaving gaps in your records — with this integration, every invoice and pipeline movement creates a complete, verified data trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Invoiced + Streak

Build and manage your Invoiced + Streak automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Invoiced + Streak with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Invoiced to Streak?
Frequently Asked Questions
You can connect Invoiced to Streak in 1 click using ready workflows on Integrately, or ask Integrately AI to build your automation with tools like Gmail and Slack.
Can I automatically create a Streak box when an Invoiced invoice is created?
Frequently Asked Questions
Can I connect Invoiced, Streak, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoiced and Streak?
Frequently Asked Questions
How are Invoiced payments synced to Streak boxes?
Frequently Asked Questions
How does Streak pipeline data interact with Invoiced?
Frequently Asked Questions
Do I need coding skills to automate Invoiced and Streak?
Frequently Asked Questions
Is the Invoiced and Streak integration free?
Frequently Asked Questions
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You Can Also Connect Invoiced or Streak With 1500+ Other Apps

Invoiced
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Streak
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Sync Streak with sales, communication, and project tracking apps to manage your pipelines effectively.
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