n8n-nodes-streak-crm

This is an n8n community node that lets you use Streak CRM in your n8n workflows.

Streak CRM is a powerful customer relationship management (CRM) tool integrated directly into Gmail that helps teams track leads, manage sales pipelines, and streamline customer communications.

n8n is a fair-code licensed workflow automation platform.

Installation Operations Trigger Events Credentials Compatibility Usage Resources Version History

Installation

Follow the installation guide in the n8n community nodes documentation.

npm install n8n-nodes-streak-crm

Or if you use n8n Desktop, you can go to Settings > Community nodes > Install and provide the package name n8n-nodes-streak-crm.

Operations

This node supports a comprehensive set of operations across various Streak CRM resources.

Architecture Improvements

The node now features a dedicated StreakApiService class that centralizes all API interactions, providing:

• Consistent error handling across all operations
• Strong TypeScript typing for better code reliability
• Improved performance with optimized request handling
• Better developer experience for future enhancements

User Operations

• Get Current User - Retrieve the details of the current authenticated user
• Get User - Retrieve details of a specific user by key

Team Operations

• Get My Teams - Retrieve all teams the current user belongs to
• Get Team - Retrieve details of a specific team by key

Pipeline Operations

• List All Pipelines - Get all available pipelines
• Get Pipeline - Retrieve a specific pipeline by key
• Create Pipeline - Create a new pipeline with customizable properties
• Update Pipeline - Update properties of an existing pipeline
• Delete Pipeline - Remove a pipeline
• Move Boxes Between Pipelines - Move multiple boxes (deals) between pipelines in batch

Box Operations

• List Boxes in Pipeline - Get all boxes (deals) in a specific pipeline
• Get Box - Retrieve a specific box by key
• Get Multiple Boxes - Retrieve multiple boxes at once
• Create Box - Create a new box in a pipeline
• Update Box - Update properties of an existing box
• Delete Box - Remove a box
• Get Box Timeline - Retrieve the timeline of events for a box

Stage Operations

• List Stages - Get all stages in a pipeline
• Get Stage - Retrieve a specific stage by key
• Create Stage - Create a new stage in a pipeline
• Update Stage - Update properties of an existing stage
• Delete Stage - Remove a stage from a pipeline

Field Operations

• List Fields - Get all fields in a pipeline
• Get Field - Retrieve a specific field by key
• Create Field - Create a new field in a pipeline
• Update Field - Update properties of an existing field
• Delete Field - Remove a field from a pipeline
• List Field Values - Get all field values for a box
• Get Field Value - Retrieve a specific field value
• Update Field Value - Update a field value for a box

Contact Operations

• Get Contact - Retrieve a specific contact by key
• Create Contact - Create a new contact
• Update Contact - Update properties of an existing contact
• Delete Contact - Remove a contact

Organization Operations

• Get Organization - Retrieve a specific organization by key
• Create Organization - Create a new organization
• Check Existing Organizations - Search for existing organizations by name or domain
• Update Organization - Update properties of an existing organization
• Delete Organization - Remove an organization

Task Operations

• Get Task - Retrieve a specific task by key
• Get Tasks in Box - Get all tasks associated with a box
• Create Task - Create a new task for a box
• Update Task - Update properties of an existing task
• Delete Task - Remove a task

Comment Operations

• List Comments - Get all comments on a box
• Get Comment - Retrieve a specific comment by key
• Create Comment - Add a comment to a box
• Delete Comment - Remove a comment

Meeting Operations

• List Meetings - Get all meetings for a box
• Get Meeting - Retrieve a specific meeting by key
• Create Meeting - Create a new meeting for a box
• Update Meeting - Update properties of an existing meeting
• Delete Meeting - Remove a meeting

Thread Operations

• List Threads - Get all threads for a box
• Get Thread - Retrieve a specific thread by key
• Get Thread by Gmail ID - Retrieve a thread using its Gmail ID
• Add Thread to Box - Link a Gmail thread to a box

File Operations

• List Files - Get all files attached to a box
• Get File - Retrieve a specific file by key
• Upload File - Upload a file to a box
• Delete File - Remove a file

Newsfeed Operations

• Get Pipeline Newsfeed - Get recent activity for a pipeline
• Get Box Newsfeed - Get recent activity for a box
• Get All Newsfeed - Get all recent activity

Snippet Operations

• List Snippets - Get all snippets
• Get Snippet - Retrieve a specific snippet by key
• Create Snippet - Create a new snippet
• Delete Snippet - Remove a snippet

Webhook Operations

• List Webhooks - Get all webhooks for a pipeline or team
• Get Webhook - Retrieve a specific webhook by key
• Create Webhook - Create a new webhook for a pipeline or team event
• Delete Webhook - Remove a webhook

Search Operations

• Search by Query - Search across Streak using a query string
• Search by Name - Search for boxes by name

Trigger Events

The Streak Trigger node starts workflows automatically when events occur in Streak. Webhooks can be scoped to a specific pipeline or team.

Supported Events

| Event | Description | |-------|-------------| | Box Create | A new box is created | | Box Delete | A box is deleted | | Box Edit | A box's fields, notes, assignments, or name change | | Box Change Stage | A box moves to a different stage | | Box Change Pipeline | A box is transferred to a different pipeline | | Box New Email Address | A new email address is detected on a box | | Stage Create | A new stage is created | | Comment Create | A comment is added to a box | | Meeting Create | A meeting is created | | Meeting Update | A meeting is updated | | Task Create | A task is created | | Task Complete | A task is marked complete | | Task Due | A task reaches its due date | | Task Updated | A task is updated | | Contact Create | A contact is created | | Contact Update | A contact is updated | | Contact Delete | A contact is deleted | | Org Create | An organization is created | | Org Update | An organization is updated | | Org Delete | An organization is deleted |

Credentials

To use this node, you need an API key from Streak CRM.

How to get your API key:

1. Log in to your Streak account at streak.com
2. Go to Settings > API
3. Copy your API key

In n8n, create a new credential of type Streak CRM API and enter your API key.

Compatibility

This node was developed and tested with n8n version 1.0.0 and uses Streak API v1 and v2.

Usage

Example: Creating a new pipeline and adding a box (deal)

This is a simple workflow to create a pipeline and then add a box to it:

1. Streak CRM node with operation Create Pipeline

   • Set name: New Sales Pipeline
   • Optional: Add description, team key, and other properties

2. Streak CRM node with operation Create Box

   • Use the pipeline key from the previous node
   • Set name: Potential Client
   • Optional: Add stage key and other properties

Example: Triggering a workflow when a box changes stage

1. Add a Streak Trigger node
   • Set scope to Pipeline and select your pipeline
   • Set event to Box Change Stage
2. Activate the workflow — it will now run automatically whenever a box moves between stages

Example: Managing contacts and linking them to boxes

1. Streak CRM node with operation Create Contact

   • Set email: [email protected]
   • Add fields for name, organization, etc.

2. Streak CRM node with operation Update Box

   • Use an existing box key
   • Link the contact by updating field values

Resources

• n8n community nodes documentation
• Streak API Documentation
• Streak User Guide

Version History

1.2.0

• Added Streak Trigger node with webhook support for 20 event types
• Webhooks can be scoped to a pipeline or team
• Automatic webhook registration/cleanup on workflow activate/deactivate
• Added Comment operations (list, get, create, delete)
• Added Meeting operations (list, get, create, update, delete)
• Added Thread operations (list, get, get by Gmail ID, add to box)
• Added File operations (list, get, upload, delete)
• Added Newsfeed operations (pipeline, box, all)
• Added Snippet operations (list, get, create, delete)
• Added Search operations (by query, by name)

1.0.3

• Added a comprehensive StreakApiService class to centralize API interactions
• Improved pipeline selection with dynamic dropdown loading
• Fixed Box Keys field handling in Move Boxes operation
• Enhanced error handling and API request consistency
• Added TypeScript interfaces for better type safety

1.0.2

• Initial release with comprehensive support for Users, Teams, Pipelines, Boxes, Stages, Fields, Contacts, Organizations, and Tasks
• Support for pagination in list operations
• Detailed error handling

License

MIT