Integration & Workflow Configuration
Step-by-step guides and best practices for setting up integrations and configuring workflows to automate your processes.
- How to Add a Streamline Workflow Button and Track Session Status in Salesforce
- Excel Online Integration Overview
- Webhook Integration Overview
- Dataverse Instructions
- Disable Storage of Generated Documents and Metadata in Repository
- Using the SharePoint Integration in Streamline
- Search Data Step Walkthrough
- SMTP Integration Guide
- Twilio Integration Guide
- SendGrid Integration Guide
- Trigger Messages in Slack from a Workflow
- How to Add the Amazon S3 Integration and Use It in a Workflow
- How to Connect Google Sheets to Streamline
- Set Up and Use the SFTP Integration
- Integration Types: Data vs. Event
- How to Add a Dropbox Integration
- How to Add a Google Drive Integration