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Two Intellistack Streamline features, Incoming Webhook Step and Google Sheets Integration, unlock powerful new ways to initiate workflows and automate reporting directly from your existing tools.
These features are designed to make it easier for teams to integrate Intellistack Streamline into their daily operations and to ensure critical data doesn’t get lost across platforms.
Incoming Webhook
Now you can kick off a Streamline workflow (using HTTP GET or POST request) from any tool your team already uses, whether it’s Salesforce, Zendesk, Jira, or your custom backend service. When the webhook fires, it can include payload data like customer ID, ticket number, or priority level, which Streamline will automatically extract and make available for use across the workflow.
When you set up the webhook step, Streamline gives you a test URL where you can send sample data from your system. It will automatically detect the fields in your payload and suggest how to map them into your workflow. You can review and adjust the field names before going live.
Google Sheets Integration
If your team uses Google Sheets as a living checklist or report, Intellistack Streamline can now fill those spreadsheets in automatically, without anyone copying and pasting. After connecting your Google account, you can select a spreadsheet and worksheet to write to, and even match session fields to column headers using a visual mapping tool.
Example Use Case: Escalated Support Tickets to Google Sheets
Let’s walk through a practical scenario combining both features.
A customer support team uses Zendesk to manage tickets. For high-priority tickets, they want to:
- Trigger an escalation workflow in Streamline (to coordinate between Support, Engineering, and Customer Success).
- Log escalation details automatically to a shared Google Sheet for reporting and visibility.
Step-by-Step
- Zendesk triggers the webhook.
A high-priority ticket meets escalation criteria, triggering an HTTP POST request to a Streamline webhook URL. The payload includes the ticket ID, customer name, severity, and summary. - Streamline workflow is launched.
The webhook step captures the data and kicks off a coordinated workflow that includes internal alerts, an engineer assignment form, and an update email to the customer. - Data is logged in Google Sheets.
A final workflow step writes all relevant session data—including resolution notes and owner—to a central escalation tracker spreadsheet for future reporting.
Benefits of Using These Features
These two features make it easier to connect Intellistack Streamline to the systems your team already uses, while improving consistency and reducing manual work:
- Initiate workflows from anywhere
Teams can start a workflow automatically from tools like Zendesk, Jira, or custom apps without requiring users to manually log into Streamline. - Preserve context
The webhook can pass in key details (like ticket IDs or customer names) so they’re available at every step. Forms can be prefilled, notifications can be personalized, and no one has to re-enter info. - Automate logging and reporting.
With the Google Sheets integration, session data can be automatically written to a shared spreadsheet, allowing teams to keep a real-time record of escalations, decisions, or actions taken. - Fewer handoffs.
When workflows start from a system you already use and end with automatic reporting, there’s less need for follow-up emails, status updates, or copying data between systems.
Picture a support agent marking a ticket as urgent in Zendesk. That action instantly alerts the right people, starts the follow-up steps, and logs the details in a shared spreadsheet.
Both features are available to use in your Intellistack Streamline account. Add the Incoming Webhook Step as the first step in any new Streamline workflow. Then, connect your Google account under Integrations to begin using the Google Sheets Integration step for automated logging and reporting.
