June 2025 Intellistack Streamline Release Notes

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.