Scale Salesforce-centric workflows with automatic triggers and status visibility

Your teams already spend their days in Salesforce.
Your most important business workflows live in Intellistack Streamline.

That’s why we designed Streamline to work with Salesforce, and now your workflows can start automatically based on Salesforce activity and remain visible throughout their lifecycle, directly from within Salesforce.

This gives all the teams that work in Salesforce a single place to take action, monitor progress, and move work forward without manual handoffs or tool switching.

Why this matters

Automation and visibility solve different problems. Together, they unlock scale.

Teams using Salesforce, such as sales, customer success, and operations, rely on automation to keep work moving, but they also need to understand what is happening after a process starts. Without visibility, teams chase updates. Without automation, they rely on manual steps.

Streamline brings both into Salesforce so teams can:

• Automatically launch the right workflow at the right moment
• Follow progress without leaving Salesforce
• Use workflow state to inform next steps

This turns Salesforce into more than a system of record. It becomes the place where work starts and where progress is understood.

Trigger Streamline workflows automatically from Salesforce

Salesforce actions should lead directly to what happens next.

Streamline allows workflows to be triggered automatically from Salesforce using Salesforce Flows or Apex, removing the need for manual buttons or custom integrations.

This makes it easy to connect Salesforce activity to downstream processes.

For example: 

• When an opportunity reaches a key stage, a contract or approval workflow can start automatically.
• When a patient or customer record is created, intake and communication workflows can launch immediately.
• When an internal request is approved, onboarding or provisioning workflows can begin without delay.

Automation happens in the background, using the tools Salesforce teams already trust.

Track Streamline workflow status in Salesforce

Starting a workflow is only half the story. Teams also need to know where things stand:

A sales rep or account manager can track contract or service agreement progress directly from the opportunity or account, without opening Streamline.

A customer success or operations team can see where onboarding workflows are in progress from the customer record.

A patient services or admissions team can monitor intake progress from Salesforce as forms and tasks move forward.

Streamline makes workflow session status available directly in Salesforce, extending visibility to session progress across Streamline workflows.

From Salesforce, users can now understand:

• Which workflows are active or complete
• Where each session is in the process
• What has already happened and who is involved

Status is always up to date when you view or refresh the record page, so teams can confidently track progress without switching tools.

Turn workflow status into action

Workflow status is not only visible. It is also written back to Salesforce.

This allows teams to:

• Report on workflow progress
• Trigger Salesforce automation based on session state
• Maintain a clear operational history over time

Salesforce becomes the place where both data and process context live.

Common use cases

Sales and revenue operations
Automatically launch contract, approval, or onboarding workflows when opportunities reach key stages, and track progress directly from the opportunity record.

Partner onboarding and services
Trigger intake and documentation workflows when partners are created or updated, with clear visibility into onboarding progress.

Healthcare, education, and regulated teams
Standardize how workflows start based on Salesforce changes and maintain an auditable record of each step without manual status checks.

Get started

To learn how to configure automated triggers or view workflow status in Salesforce, read the help articles.

If you have questions about how this fits your use case, contact us, and we will help you get started.

Automation is most effective when progress is visible.
With Streamline and Salesforce, teams get both.

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