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Accounting and finance ⇄ CRM

Rillet to Streak CRM integration — real-time, two-way sync

Keep Rillet and Streak CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Rillet and Streak CRM

Sync customers, invoices, and payment status between Rillet and Streak CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Streak CRM knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Credit Memo, Bill, Journal Entry, Invoice Payment in Rillet to Stages, Contacts, Organizations, Tasks in Streak CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Sync AR and collection status back to customer success tools ahead of renewals.
  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
  • Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline

Payment status on the account

Invoice and payment status from Rillet appears on the account in Streak CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Streak CRM, Rillet gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Streak CRM when chasing a balance, and sales sees that the chase is happening.

What you can sync between Rillet and Streak CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Rillet objects Streak CRM objects
Charge Synced with incremental and full sync per the Stacksync docs. Stages Pipeline steps whose transitions are the usual trigger for downstream syncs.
Reimbursement Synced with incremental and full sync per the Stacksync docs. Contacts People linked to boxes, synced with marketing and support tools.
Custom Field Synced with incremental and full sync per the Stacksync docs. Organizations Company records associated with contacts and boxes.
Account Synced with incremental and full sync per the Stacksync docs. Tasks To-dos attached to boxes for follow-up tracking.
Customer Synced with incremental and full sync per the Stacksync docs. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
Vendor Synced with incremental and full sync per the Stacksync docs. Custom fields Per-pipeline field definitions that determine what data a box can hold.
What ships with Rillet ⇄ Streak CRM

Connect Rillet and Streak CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rillet–Streak CRM connection.

Real-time

Two-way sync

Changes in Rillet or Streak CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or Streak CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Rillet or Streak CRM record.

Observability

Monitoring

Track your Rillet ⇄ Streak CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rillet and Streak CRM.

How the Rillet and Streak CRM connectors work

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect Rillet to Streak CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Rillet and Streak CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Rillet connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rillet and Streak CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Rillet ⇄ Streak CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Rillet Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rillet and Streak CRM integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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