Plumsail Documents + Streak Integration

Integrately lets you integrate Plumsail Documents and Streak instantly - without any learning curve.

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Create Your Own Plumsail Documents & Streak Integration Without Any Code

Create Custom Workflow

Process is finished in Plumsail Documents 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

Split pdf in Plumsail Documents
Create archive in Plumsail Documents
Extract from archive in Plumsail Documents
Convert csv to excel in Plumsail Documents
Convert doc to docx in Plumsail Documents
Merge pdf in Plumsail Documents
Merge docx in Plumsail Documents
Convert pdf to text in Plumsail Documents
Convert pptx to pdf in Plumsail Documents
Convert ppt to pptx in Plumsail Documents
Convert pdf to jpeg in Plumsail Documents
Convert pdf to png in Plumsail Documents
Convert images to pdf in Plumsail Documents
Add image watermark to pdf in Plumsail Documents
Add text watermark to pdf in Plumsail Documents
Add pdf watermark to pdf in Plumsail Documents
Compress pdf in Plumsail Documents
Fill in pdf form in Plumsail Documents
Convert html to pdf in Plumsail Documents
Convert html to docx in Plumsail Documents
Convert pdf to bmp in Plumsail Documents
Convert xlsx to pdf in Plumsail Documents
Convert xls to xlsx in Plumsail Documents
Generate document from docx template in Plumsail Documents
Generate document from fillable pdf in Plumsail Documents
Generate document from html template in Plumsail Documents
Generate document from pptx template in Plumsail Documents
Generate document from xlsx template in Plumsail Documents
Protect pdf in Plumsail Documents
Fill merge fields in docx document in Plumsail Documents
Convert docx to pdf in Plumsail Documents
Search process by name in Plumsail Documents
Start a process in Plumsail Documents
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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You Can Also Connect Plumsail Documents or Streak With 1200+ Other Apps

Plumsail Documents automates document creation and management, streamlining workflows for seamless data integration and customization. Simplify your document processes with Plumsail's versatile solutions.

See Plumsail Documents Integrations

Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.

See Streak Integrations