Automate Smarter with Intellistack + Formstack
End-to-end workflow automation for Salesforce and beyond
Formstack’s Forms for Salesforce is a 100% native Salesforce form builder. Dynamically prefill forms, generate and update records, and connect to any standard or custom object without leaving your Salesforce account. Build Salesforce-ready forms for a variety of needs, including:
Government and public-sector organizations are under pressure to do more with less—streamline operations, strengthen compliance, and improve experiences for employees and citizens. With Intellistack Streamline and Formstack for Salesforce, you can eliminate manual processes, reduce vendor clutter, and unlock your data to work more efficiently and securely.
Whether you need Salesforce-native forms or enterprise-wide workflow automation and contract management, Intellistack + Formstack deliver the tools you need on a single, trusted foundation.
Formstack for Salesforce
100% Salesforce-native forms, and integrated document generation and eSignatures
Formstack by Intellistack helps you collect, manage, and act on data directly inside Salesforce—no integrations or code required. Easily prefill forms, update records, and connect to any standard or custom object.
Top Use Cases for Public Sector
- Case management
- Program applications
- Web-to-lead / Web-to-anything
- Waivers & disclaimers
- Event registrations
- Donations & e-commerce
- HIPAA-compliant data collection
Why It Matters
- Secure, Salesforce-native forms architecture (data never leaves Salesforce)
- Full design customization to match your UX
- Advanced tools: conditional logic, multi-page forms, Salesforce lookup fields, payment collection, file uploads, and more
- Experience Cloud support: publish forms directly in your Salesforce Community without Apex or Visualforce coding
Intellistack Streamline
AI-driven, no-code workflow automation and contract lifecycle management (CLM)
Intellistack Streamline brings powerful automation across your tech stack, including workflows across Salesforce orgs and between Salesforce and other systems, such as Snowflake.. By consolidating the functionality of multiple niche tools into one platform, Intellistack Streamline helps organizations unlock siloed data, reduce risk, and cut costs through vendor consolidation.
Intellistack Streamline is the ideal solution for harnessing your data to streamline workflows. We adapt to your unique processes and organization needs–because we know one size never fits all.
Top Use Cases for Public Sector
- Contract lifecycle management (CLM)
- Procurement & financial agreements
- Employee & client onboarding
- Patient intake, registry, and referrals
- Student enrollment & authorization requests
Why It Matters
- Eliminate manual, error-prone processes
- Break down silos by connecting data across systems
- Locate, classify, and activate trapped, siloed data
- Empower anyone—regardless of technical skill—to build frictionless workflows
- Access data while maintaining compliance and governance
One Ecosystem, Multiple Benefits
By combining Formstack for Salesforce and Intellistack Streamline, your organization can:
- Reduce vendor clutter and IT overhead with fewer, stronger platforms
- Ensure HIPAA-ready and secure data collection
- Unlock siloed data to create cross-department workflows
- Boost efficiency and productivity by automating manual tasks
- Deliver better citizen, patient, and student experiences
“Intellistack Streamline eliminates outdated processes and mitigates risks associated with inefficient software. By streamlining our workflows, we’re reclaiming valuable time, reducing costs, consolidating vendors, and enhancing data management and security.”
— CIO, St. John’s University
Ready to Streamline?
Automate your Salesforce workflows. Simplify contract management. Unlock your data.
With Intellistack + Formstack, public-sector organizations can finally build secure, frictionless workflows—without coding, vendor sprawl, or data risk.