Skip to main content
Question

Scheduling weekly export of Streak Pipeline to Google Sheet


I am trying to create a zap where my Streak pipeline will be exported to Google Sheets every Friday morning. I got the first step as scheduling by Zaiper but then the next step I couldn’t seem to find an option for exporting to google sheets in Streak...

Also I found this article but the zap template is no longer valid so not sure where to start: https://support.streak.com/en/articles/2786415-scheduling-pipeline-exports

Did this topic help you find an answer to your question?

7 replies

JammerS
Forum|alt.badge.img+6
  • Zapier Staff
  • 2312 replies
  • February 6, 2025

Hi ​@Averi So,

 

Welcome to the Community.

 

To export your Streak pipeline to Google Sheets every Friday morning, you can use a combination of Zapier actions, as Streak doesn't have a direct "Export" action in Zapier. Set "Schedule by Zapier" as your trigger to run every Friday morning. Use Streak "Find a Box" as the first action to pull information from your Streak pipeline and Google Sheets "Create Spreadsheet Row(s)" as the following action to map the data to the appropriate columns in your Google Sheets. This setup will add new rows with the data from your Streak pipeline every Friday morning rather than replacing the existing data.

 

I hope this helps. Please let me know if you have any other questions


  • Author
  • Beginner
  • 3 replies
  • February 6, 2025
JammerS wrote:

Hi ​@Averi So,

 

Welcome to the Community.

 

To export your Streak pipeline to Google Sheets every Friday morning, you can use a combination of Zapier actions, as Streak doesn't have a direct "Export" action in Zapier. Set "Schedule by Zapier" as your trigger to run every Friday morning. Use Streak "Find a Box" as the first action to pull information from your Streak pipeline and Google Sheets "Create Spreadsheet Row(s)" as the following action to map the data to the appropriate columns in your Google Sheets. This setup will add new rows with the data from your Streak pipeline every Friday morning rather than replacing the existing data.

 

I hope this helps. Please let me know if you have any other questions

Hi JammerS, thank you for your suggestion. I am trying to modify my zap per your suggestion but I think I need a bit more help on the “Use Streak "Find a Box" as the first action to pull information from your Streak pipeline” part. Since I am trying to export the entire pipeline from Streak, what values should I put in this step as it prompts me to input values to search for?

 

 


ken.a
Forum|alt.badge.img+6
  • Zapier Staff
  • 6360 replies
  • February 11, 2025

Hi there ​@Averi So,

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to create your desired workflow here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🙂


  • Author
  • Beginner
  • 3 replies
  • February 12, 2025
ken.a wrote:

Hi there ​@Averi So,

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to create your desired workflow here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🙂

Hi Ken, I am still waiting for some further guidance on JammerS’s suggestion earlier. 


ken.a
Forum|alt.badge.img+6
  • Zapier Staff
  • 6360 replies
  • February 12, 2025

Hi there ​@Averi So,

Thanks for the update here.

Could you please send a screenshot of your current Zap configuration? This will help me take a closer look and provide the best possible suggestion regarding your workflow.

Thank you!


  • Author
  • Beginner
  • 3 replies
  • February 13, 2025

This is where I am stuck at. I was trying to follow JammerS’s suggestion on using Streak "Find a Box" as the first action but since I am trying to export the entire pipeline, I am not exactly sure what to “find” here.


ken.a
Forum|alt.badge.img+6
  • Zapier Staff
  • 6360 replies
  • February 13, 2025

Hi there ​@Averi So,

Thanks for the screenshot!

It looks like the “Find a Box” action needs to have a “Search Query” and it’s not possible to use the “Find a Box” action to pull the entire pipeline without a “Search”. With that being said, I’d recommend exploring Streak’s API Request (Beta) and using this API to list all boxes in a pipeline: https://streak.readme.io/reference/list-all-boxes-in-pipeline

Just to be upfront, the API Request Beta is considered an advanced feature, so our support for it may be more limited. Not because we don't want to help, but because APIs can be tricky to troubleshoot since we can't see what's happening on the other side. Every API that you send a request to is going to have slightly different structures that are required.

This makes it hard for us to know why the request may be receiving errors or not working as expected, beyond taking a general look at what's showing in Zapier.

Here are some helpful resources:

If you’d like a more personal help, I’d recommend reaching out to one of our certified Zapier Experts to help you setting up the API Request (Beta) action. You can reach our Zapier Experts here: https://zapier.com/experts

Hopefully, this helps.