We rolled out new enhancements to Intellistack Streamline, designed to make your workflows smarter, more integrated, and even easier to manage. Whether you're an admin overseeing multi-org access or a manager tracking key data points, these updates were built with your productivity in mind.
Here’s what’s new from the past month, including release notes for our Formstack products and Intelistack Streamline:
Visualize What Matters with Charts on your Streamline Homepage
You can now turn natural language prompts into powerful, personalized charts—directly from your Intellistack Streamline homepage. Whether you're tracking ER visits, course drop-offs, or onboarding completions, Charts give you real-time, AI-powered visual insights without needing SQL or a separate dashboard.
Charts update automatically on your schedule, can be manually refreshed, and are fully private and customizable. It’s your command center for metrics that matter.
Azure SQL & Oracle Integrations for Streamline
Intellistack Streamline now integrates natively with Azure SQL and Oracle, unlocking seamless access to data stored in these systems. This enhancement allows your team to connect, retrieve, and act on data from these enterprise databases without custom engineering work.
It’s a major step toward full database flexibility, empowering IT and operations teams to build powerful automations and workflows faster.
One Login, Many Organizations: Multi-Account Access is Here
For consultants, parent organizations, or admins managing multiple departments, logging in and out of separate Intellistack Streamline accounts is now a thing of the past. With Multi-Account Access, users can navigate between multiple organizations using a single login.
This enhances collaboration, improves visibility, and simplifies workflows—especially for service teams and external partners.
Stay in the Loop with Email & SMS Account Notifications
Intellistack Streamline now supports automated account notifications via email and SMS. You can notify users instantly when they're added to a workflow, assigned a task, or if any configuration changes impact their permissions.
These notifications are customizable by event-driven triggers and delivery methods, ensuring timely communication across your team.
Automating Orthopedic Referrals: A Real-World Use Case
In this featured example, Intellistack Streamline helps to automate the referral process between primary care and orthopedic clinics. By extracting data from PDF files, integrating with EHR systems, and applying workflow logic, clinics reduced referral bottlenecks and improved patient scheduling.
This spotlight showcases Streamline’s real-world impact across healthcare operations, demonstrating the platform's flexibility and speed-to-value.
June Release Notes
Formstack Forms
Defect fixes:
- Conditional Logic dropdowns no longer go blank when a default value is set.
- Calculation toggle with a number no longer defaults to date calculations.
- Files uploaded via API are no longer incomplete or corrupted.
- Fixed an issue where the UI in Form to Documents integration reverted to an old version after refresh.
- Webhook requests now include the User-Agent header.
Formstack Forms for Salesforce
V4.137 Defect Fixes:
- Resolved an issue where discarding a form with compressed data would fail.
- Resolved Native Forms are not supported in Copilot (Classic Workflow).
- Resolved the issue where a formula used to generate a customized file name was not properly renamed to match the new name formula.
Formstack Documents for Salesforce
V1.352:
- The Conga template migration tool is now available
- Jumpstart your move from Conga Composer to Formstack Documents for Salesforce with our easy-to-use template migration tool. In just a few clicks, you can convert supported Conga templates and automatically generate field mappings in Formstack Documents for Salesforce. While the tool simplifies the first step of your migration, you’ll still review and manually configure your document settings, automations, and integrations to complete the setup.
V1.353:
- API upgraded to Salesforce v63
- Defect fixes:
- Resolved Formstack Document Merge Users & Formstack Document Merge Users External permission sets so they work as expected.
- In version 1.339, we introduced three new permission sets to streamline access. These include:
- Formstack Document: Full administrator access for the managed package.
- Formstack Document Merge Users: Internal users who need to trigger merges but do not require admin privileges.
- Formstack Document Merge Users External: External or community users who will trigger document merges.
Intellistack Streamline
New Features:
- Extract Data from Files: Tired of manual data entry from files? Our new Extract Data from Files workflow step lets you extract key data fields from PDFs or images and route them directly into your workflows. Say goodbye to copy-paste work and hello to faster, more accurate data ingestion.
- Integrations Marketplace: Discover, connect, and manage all your integrations in one place with the new Integrations Marketplace. Whether you're activating data from CRMs or pushing documents to storage tools, this centralized hub makes it easy to keep your workflows connected and running smoothly.
- Data Integrations:
- Azure SQL Database: You can now connect Microsoft Azure SQL databases directly to your Streamline workflows—no exports, no sync issues, no custom integration work. Securely activate live data from your Azure SQL tables in real time, enabling dynamically prefilled forms, documents, and signature steps. Workflow builders get fast, self-serve access to critical data, while IT retains field-level control and governance to protect sensitive information.
- Oracle DB: You can now connect Oracle databases directly to your Streamline workflows—no data exports, no manual sync, no custom integration required. Activate live Oracle data in real time to prefill forms, documents, and eSignature steps. Builders move faster with direct access to critical business data, while IT retains full control over data access and governance.
- Power BI: You can now connect Power BI directly to your Streamline workflows, enabling real-time data activation from your dashboards and reports. Use the latest business insights to dynamically prefill forms, documents, and signature steps—no exports, no APIs, no manual work required. Builders can create smarter, insight-driven workflows faster, while IT maintains secure, governed access to key metrics and visualizations already curated in Power BI.
- Developer Portal: The new DX Portal gives developers, partners, and power users a single, reliable home for everything API-related. Whether you’re building custom workflows or integrating with external tools, you’ll find consistent documentation, testable endpoints, and faster paths to production.
- Charts: Create personalized, AI-powered charts right from your Streamline homepage. Use natural language prompts to track the metrics that matter most—like referral volume or onboarding trends—and see fresh data every time you log in, without the need for dashboards or code.
