CRM & sales
Streak + Callable
Streak is per-user by design — the connection is bound to one rep's mailbox, so nothing crosses between reps. Eleven pipeline events cover the whole box lifecycle, every one of them scoped to a specific pipeline.
11
events that wake an agent
3
skills an agent can run
Per user
connection scope
Why it matters on the phone
A box moves stage, a task falls due, a contact is added — each is a reason to call, and each fires per pipeline so one rep's pipeline never wakes another rep's agent.
Events
11 ways Streak can start a call.
Bind an agent to any of these and it wakes the moment the event fires — no polling loop, no nightly export, no one remembering to check. Where an event is scoped, that scope is what keeps one team’s bindings out of another’s.
New box
Per pipelineA box is created in a pipeline you are watching.
streak-new-boxBox updated
Per pipelineAny field on a box changes.
streak-updated-boxBox changed stage
Per pipelineA box moves between stages — the classic 'they went quiet in proposal' hook.
streak-box-changed-stageBox changed pipeline
Per pipelineA box moves from one pipeline to another.
streak-box-changed-pipelineNew contact
Per pipeline · teamA contact is added.
streak-new-contactContact updated
Per pipeline · teamA contact record changes.
streak-updated-contactNew email on box
Per pipelineAn email lands against a box.
streak-new-email-on-boxNew comment
Per pipelineA teammate comments on a box.
streak-new-commentNew task
Per pipelineA task is created on a box.
streak-new-taskTask due
Per pipelineA task reaches its due time. The follow-up that an agent can make instead of a person.
streak-new-task-dueTask completed
Per pipelineA task is marked done.
streak-task-completedSkills
What an agent can do in Streak.
Every skill below is built in and ready the moment the connector is authorised. An agent runs them mid-call and after it, inside the permissions you granted — nothing here is a script you have to write.
Create box
Create a new box in a pipeline.
Update box
Patch-style update to an existing box.
Update box field
Set a single custom field on a box.
Also in CRM & sales
Connect Streak. Then describe the call.
Authorising a connector takes clicks, not a project. What happens after it fires is something you write in plain English.