SignRequest + Streak Integration

Integrate SignRequest to Streak in one click, or tell Integrately AI how you want each box handled. Track signed agreements, create or update boxes, log contacts, and keep your sales pipeline moving automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SignRequest
    Document is signed in SignRequest Instant
  • SignRequest
    Signee viewed the document in SignRequest Instant
  • SignRequest
    Document is declined in SignRequest 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
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2.
  • SignRequest
    Send sign request from template in SignRequest
  • SignRequest
    Send SignRequest in SignRequest
  • 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 WorkflowsReady Workflows   for SignRequest + Streak Integration

Track signed documents, create boxes, update deal stages, log contacts, and manage your pipeline, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your SignRequest + Streak flow

Teams often want to send emails, schedule follow-ups, save files, and record payments after a document is signed. Pick a combination and activate it in one click.

SignRequest
Streak
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GmailGmail (8)
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SlackSlack (8)
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CalendlyCalendly (8)
+
Google DriveGoogle Drive (8)
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StripeStripe (8)
+
QuickBooks OnlineQuickBooks Online (8)
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When a document is signed in SignRequest, create a box in Streak and send an email notification in Gmail
Signed contracts land in Streak as new boxes immediately while Gmail alerts your team, ending manual copy-pasting.
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When a box stage changes in Streak, send a sign request in SignRequest and notify contacts in Gmail
Trigger agreements directly from pipeline updates and email your clients automatically without switching tabs.
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When a contact is created in Streak, send a welcome email in Gmail and create a task in Streak
Greet new pipeline contacts instantly and set up follow-up tasks without missing a beat.
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When a document is declined in SignRequest, update the box in Streak and send an alert email in Gmail
Keep sales pipelines current when agreements stall and notify stakeholders via email instantly.
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If a box stage changes to won in Streak, send a onboarding email in Gmail and update the Streak box
Send welcome packets automatically when deals close and ensure your CRM records reflect the win.
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When a task is due in Streak, send a reminder email in Gmail and update the Streak box status
Never miss a follow-up deadline with automated reminders sent straight from your task tracker.
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Use Claude to summarise signed documents in SignRequest, send the brief in Gmail, and create a Streak box
Extract contract highlights with AI, email the summary to your team, and log the deal in Streak.
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When a document is signed in SignRequest, create a Streak box, send an email in Gmail, and create a Slack task
Coordinate multi-department handoffs instantly across your CRM, email, and team chat channels.

Supported triggers and actions for SignRequest and Streak

Mix and match to build the exact automation you need

SignRequest
SignRequest Triggers & Actions
Instant
Document is signed in SignRequest
Triggers the automation when a document is signed
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Instant
Signee viewed the document in SignRequest
Triggers the automation when a signer views the document
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Instant
Document is declined in SignRequest
Triggers the automation when a document is not approved
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Send sign request from template in SignRequest
Sends a sign request using a template
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Send SignRequest in SignRequest
Sends a sign request
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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 SignRequest + Streak?

Streamline your document signing workflows and sales pipelines with powerful automated triggers and actions.

What you can automate?
📝
Sync signed documents to sales boxes
Automatically create a new box in Streak the moment a document is signed in SignRequest, eliminating manual data entry and keeping your pipeline up to date.
📊
Capture every submitted agreement field
Map all signer details, dates, and custom fields from SignRequest straight into your Streak box fields rather than just basic contact names.
🔔
Notify your team instantly on completion
Alert sales reps and account managers via email or chat the second a document is viewed, signed, or declined in SignRequest.
🔀
Route pipelines based on agreement status
Move boxes to different stages in Streak depending on whether a document was signed, viewed, or declined by the client.
🔄
Keep CRM deal stages synchronized
Update Streak box stages automatically whenever contract milestones are reached in SignRequest, ensuring accurate reporting.
🔍
Search and update existing records
Find existing contacts or boxes in Streak and update them with new agreement data instead of creating duplicate entries.
⚠️
Handle declined documents gracefully
Update Streak deal boxes and notify account owners immediately when a client declines a sign request.
💬
Extend workflows to team chat
Post contract completion alerts and deal updates directly to your Slack channels while updating your Streak CRM.
And much more...

Who is SignRequest + Streak integration for?

Sales teams, account managers, and operations professionals who need to sync electronic signatures with their CRM pipelines without manual data entry.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Sales Operations Specialists
Sales Operations Specialists
Deal Coordinators
Deal Coordinators
Operations Managers
Operations Managers
📈
Sales Directors
You're reviewing signed contracts in SignRequest, but your pipeline reports in Streak only update when someone manually logs each deal, so the revenue numbers you're presenting are always out of date — automating both apps means every signed document updates your Streak boxes instantly so your pipeline stays accurate.
Account Executives
You need to know the moment a prospect executes a document so you can begin onboarding, but notifications get buried in your inbox and pipeline stages stay static until end-of-day reviews — with this integration, every signed agreement updates your Streak records instantly and alerts your team.
🤝
Client Success Managers
You answer to clients who want immediate confirmation once their paperwork is finalised, but checking status across multiple tools delays your responses — automating both apps means every signed document triggers instant customer communication and logs the task in Streak.
🔄
Sales Operations Specialists
The volume of agreements passing through SignRequest is too high for anyone to keep up by hand, leading to mismatched CRM records and untracked contacts — this integration means every contract event syncs straight into Streak boxes without manual data entry.
📋
Deal Coordinators
You own the onboarding steps that depend on someone upstream finishing a contract, and waiting for manual handoffs stalls your pipeline progress — connecting these apps means every document signature automatically creates tasks and updates your Streak boxes.
🗂️
Operations Managers
You need a reliable audit history of every agreement and client interaction, but manual logging leaves gaps in your database — automating both apps means every sign request and box stage change is captured accurately.
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 SignRequest + Streak

Build and manage your SignRequest + 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 SignRequest + 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect SignRequest to Streak?
Frequently Asked Questions
You can connect SignRequest to Streak in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations linking your apps with Gmail, Slack, and 1,500+ other tools.
Can I automatically create a Streak box when a document is signed in SignRequest?
Frequently Asked Questions
Can I connect SignRequest, Streak, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SignRequest and Streak?
Frequently Asked Questions
How do document signatures update Streak contact records?
Frequently Asked Questions
Can I update box stages in Streak when documents are declined?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the SignRequest and Streak integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect SignRequest or Streak With 1500+ Other Apps

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