Xodo Sign + Streak Integration

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Document is completed in Xodo Sign Instant
Document is sent in Xodo Sign Instant
Document is signed in Xodo Sign Instant
Document is created in Xodo Sign Instant
Document is cancelled in Xodo Sign Instant
Contact is created in Streak Instant
Contact is updated in Streak Instant
Box is created in Streak Instant
Box stage is changed in Streak Instant
Box is updated in Streak Instant
Box is moved between pipelines in Streak Instant
Meeting note or call log is created in Streak Instant
Task is created in Streak Instant
Task is due in Streak Instant
Task is completed in Streak Instant
Organization is created in Streak Instant
Organization is updated in Streak Instant
Comment is added to box in Streak Instant

Create contact in Xodo Sign
Add contact in Streak
Update contact in Streak
Search contact in Streak
Create task in Streak
Update task in Streak
Create box in Streak
Update box in Streak
Search box in Streak
Create meeting/call log in Streak
Add contact to box in Streak
Retrieve file by file key in Streak
Link boxes in Streak
Retrieve full thread by key in Streak
Search organization in Streak
Create comment in Streak

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Ready Workflows for Xodo Sign + Streak Integration

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Supported triggers and actions for Xodo Sign and Streak

Mix and match to build the exact automation you need

Xodo Sign Triggers & Actions

Instant

Document is completed in Xodo Sign

Triggers the automation when a particular document is completed

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Instant

Document is sent in Xodo Sign

Triggers the automation when a document is sent to the recipient

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Instant

Document is signed in Xodo Sign

Triggers the automation when a document is signed

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Instant

Document is created in Xodo Sign

Triggers the automation when a new document is created

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Instant

Document is cancelled in Xodo Sign

Triggers the automation when a document is cancelled

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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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And much more...

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Why choose Integrately to automate Xodo Sign + Streak

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

1,500+ apps connected

Connect Xodo Sign + Streak with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

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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

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.