September 2025 Intellistack Streamline Release Notes

• Programmatic Data Activation - Incoming Webhooks — Organizations can now initiate Streamline workflows from external platforms via webhooks. This capability allows for data to be passed at the time of workflow trigger and used throughout the workflow, improving automation at scale.

• Event Integration: Microsoft SharePoint — The SharePoint integration in Intellistack Streamline allows customers to deliver files from their workflows directly into selected locations within their SharePoint environment. This makes it easy to store, organize, and share workflow-generated documents in the right place, ensuring teams can access the latest files without manual uploads or extra steps.

• Event Integration: Slack — The Slack integration in Intellistack Streamline enables customers to trigger Slack notifications directly from their workflows. Notifications can include real-time data from the workflow, allowing teams to stay informed, coordinate faster, and take action without leaving Slack.

• Data Integration: Airtable — Teams using Airtable can connect it to Intellistack Streamline as a native Data Fabric source. This provides real-time, governed access to Airtable data so customers can prefill, view, and update records directly within their workflows. By linking Airtable and Streamline, teams can eliminate manual entry, maintain a single source of truth, and seamlessly use Airtable data wherever it is needed in a process.

• Data Search — We upgraded the Search Data experience. You’ll still be able to activate data manually via a form, but now you can also trigger activation through a webhook or API call. This opens the door to kicking off workflows directly from third-party tools - like Salesforce. Enhanced search and filtering options, along with support for activating multiple datasets in a single step, make the process faster, more powerful, and easier to manage.

Defect Fixes

• Form building

  • Form Logic Preview: Fixed an issue where form logic was not being reflected in the preview tab. Now you can properly test conditional logic before publishing

  • Hidden Required Fields: Resolved a critical issue where hidden required fields were preventing workflows from progressing between form steps

  • Image Upload: Fixed broken image uploads in the Description Area field - images now properly render both in the builder and during live workflow sessions

• Data Search

  • Airtable Integration: Fixed field mapping issues when searching Airtable data sources. All fields are now properly mappable

  • Non-Required Searches: You can now continue workflows when zero results are found in non-required data searches

  • Single Quote Handling: Resolved parsing errors when account names or data contain single quotes (apostrophes)

  • Field Mapping Cleanup: Deleting a dataset now properly removes associated field mappings

• Write Out

  • Manager Permissions: Fixed access issue preventing managers from viewing or using data sets in Write Out steps

  • Phone Number Updates: Resolved error when updating phone numbers through Write Out

  • Primary Entity Handling: Improved handling of updates when no data is sent for the primary entity

  • Field References: Write Out now properly ignores empty reference values during insertions

• Integration Improvements

  • Slack Text Editor: Fixed spacing issues around variable chips in Slack messages to ensure output matches exactly as configured

  • Slack Connection Stability: Resolved stale integration issues to improve Slack connection reliability

  • SharePoint Root Upload: Fixed upload functionality when uploading files to the SharePoint root directory

• Navigation & Display

  • Group Access Modal: Fixed pagination in the Group Access Modal to display all projects, not just the first page

  • Dataset Empty State: Corrected display width of the empty datasets page for better visual consistency

  • Dataset Filtering: Active datasets now properly respond to search filters

  • Project Settings: Resolved issue where pressing Enter in project settings would unexpectedly open help documentation

  • Account Menu: The Users and Groups pages are now located under a new 'Account' menu item in the left-hand navigation

• Visual Improvements

  • Field Display: Fixed auto-sizing issue with long field values to maintain consistent field dimensions

  • Toast Notifications: Added confirmation message after successfully deleting a project

  • Navigation Icons: Added missing "Go back" icons for better navigation clarity

• Workflow Configuration

  • Incoming Webhook: Incoming webhook steps are now properly enforced as the first step in workflows. The system prevents adding steps before webhook triggers

  • File Upload Mappings: Fixed issue where file upload link mappings from integrations had empty values

  • Child Record Loading: Resolved error when loading child records in data relationships

  • Company Name Validation: Improved error handling when duplicate company names are used during tenant creation