Description

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
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

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 Streak API v1.

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: Managing contacts and linking them to boxes

1. Streak CRM node with operation Create Contact

   • Set email: client@example.com
   • 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

1.0.3

• 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