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Automatically transcribe and summarize customer calls in Captions, then create or update lead information in Streak. With Latenode's flexible API integrations and affordable execution-based pricing, this sales workflow becomes easily scalable and customizable.
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Create a New Scenario to Connect Captions and Streak
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Captions, triggered by another scenario, or executed manually (for testing purposes). In most cases, Captions or Streak will be your first step. To do this, click "Choose an app," find Captions or Streak, and select the appropriate trigger to start the scenario.
Add the Captions Node
Select the Captions node from the app selection panel on the right.
Captions
Configure the Captions
Click on the Captions node to configure it. You can modify the Captions URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Streak Node
Next, click the plus (+) icon on the Captions node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Streak
Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Captions and Streak Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Captions and Streak Integration
Use various Latenode nodes to transform data and enhance your integration:
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AI Anthropic Claude 3
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Streak
Trigger on Webhook
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Captions
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Captions, Streak, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Captions and Streak integration works as expected. Depending on your setup, data should flow between Captions and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Streak + Captions + Slack: When a Streak box changes to a specific stage (e.g., 'Deal Won'), the automation uses the Captions app to generate a congratulatory message based on successful ad copy. This message is then posted to a designated Slack channel to celebrate the sales win.
Streak + Captions + Google Sheets: When a new Streak box is created, the automation logs the relevant details (deal size, contact info) and uses Captions to fetch caption ideas. The Streak data and corresponding caption examples are then logged into a Google Sheet for analysis and reporting.
About Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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About Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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How can I connect my Captions account to Streak using Latenode?
To connect your Captions account to Streak on Latenode, follow these steps:
Can I automatically update Streak deals after new Captions videos?
Yes, using Latenode, automatically update Streak deals with new Captions video details. Keep sales pipelines current and save time with no-code automation and instant notifications.
What types of tasks can I perform by integrating Captions with Streak?
Integrating Captions with Streak allows you to perform various tasks, including:
How can I use AI to enhance Captions data within Latenode workflows?
Use Latenode's AI blocks to analyze Captions transcripts and sentiment, then update corresponding Streak deals with key insights automatically.
Are there any limitations to the Captions and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: