Baremetrics + Streak Integration

Automatically adds a new customer to the database

Automatically locate and retrieve customer information

Automatically updates a customer's information

Automatically removes a customer from the database

Automatically enroll users in a subscription service

Automatically searches for a plan

Automatically updates the project timeline and resources allocation in the plan document

Automatically removes particular plan from the system

Automatically generates a new plan based on user input

Automatically generates a new goal for the user

Automatically adds a new contact to the address book

Automatically updates contact information with new details

Automatically finds and retrieves contact information

Automatically creates a new task

Automatically updates the task with new information or changes

Automatically generates a new box

Automatically updates a box

Automatically searches for a box

Automatically logs a new meeting or call

Automatically store newly added contacts in designated box

Automatically retrieves a file using its file key

Automatically links two or more boxes

Automatically retrieves a full thread using its key

Automatically finds and retrieves information about a organization

Automatically generates a new comment