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Streak - Create PDF, Word, Excel Documents
Streak works with Documentero to turn your CRM data into ready-to-use documents. When new boxes, contacts, or tasks are updated in Streak, you can trigger Documentero to create contracts, reports, or spreadsheets. This makes it easy to keep client paperwork and project files up to date without manual editing. The integration can be set up through API, Make, or Zapier.
Streak
Documentero
Triggers
Watch Boxes — Triggers when a new event regarding boxes is occured.
Watch Comments — Triggers when a new event regarding comments is occured.
Watch Contacts — Triggers when a new event regarding contacts is occured.
Watch Organizations — Triggers when a new event regarding organizations is occured.
Watch Stages — Triggers when a new event regarding stages is occured.
Watch Tasks — Triggers when a new event regarding tasks is occured.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Streak using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Streak using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales contracts from Streak box updates
Create PDF reports from new Streak comments
Export contact details from Streak into formatted Word documents
Produce Excel task trackers from Streak task events
Generate organization profile documents from Streak organizations
Create project stage reports when Streak stages change
Automatically generate client onboarding forms from Streak contacts
Export Streak box data into PDF progress reports
Create printable team task summaries from Streak task updates
Generate investor update reports from Streak organization data
How you can use Streak + Documentero
Client Proposals
Generate a proposal document in Documentero whenever a new box is created in Streak.
Meeting Notes
Convert Streak comments into formatted PDF reports for team sharing.
Contact Reports
Automatically create a contact summary document when a new contact is added in Streak.
Task Overviews
Produce a weekly task overview in Excel from Streak task updates.
Organization Profiles
Generate detailed organization profiles in Word or PDF when a new organization is tracked in Streak.
Setup Guides
Zapier Tutorial: Integrate Streak with Documentero
- Create a new Zap in Zapier.
- Add Streak to the zap and choose one of the triggers (Watch Boxes, Watch Comments, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Streak trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Streak with Documentero
- Create a new scenario in Make.
- Add Streak to the scenario and choose one of the triggers (Watch Boxes, Watch Comments, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Streak trigger.
- Run or schedule your scenario and verify the output.
