Integrate.io Release Notes & Product Updates

June's release cycle opened up finer-grained account access control alongside new native building blocks for calling APIs, enriching rows, and delivering pipeline output by email. It also introduced a documented way for AI assistants to work directly with an account, rounded out by hardening across Salesforce and other components and a large batch of editor and connector fixes.

Custom Roles Bring Precise, Scoped Access
Predefined roles like Owner, Admin, and Editor don't always match how a growing team is actually organized, either handing out more access than a group needs or leaving no way to grant a narrower set of permissions. Custom roles let account admins build their own permission sets and scope them to specific package groups or connection groups, so a team working on one set of pipelines never sees another team's packages, jobs, or connections. Changes take effect immediately for every member assigned to them, so access can be tightened or extended without re-inviting anyone. See the documentation for a full walkthrough of scopes and permissions.

The API Call Component Handles Lookup via APIs
Calling an API mid-pipeline no longer means writing and debugging a Curl() expression by hand. The new native API Call component handles URL generation, headers, and authentication through a UI-first design, and parses the response with an auto-detect JSONPath in the same step, so pipelines that depend on live API data are faster to build and easier to maintain. Full setup details are in the documentation.

The Lookup Component Makes Row Enrichment Easier
Enriching rows with reference data used to mean reaching for a full join, even for a small lookup table. The new Lookup transformation component handles that case directly, pulling in columns from a database table or query with far less setup, and now supports fuzzy matching for the common case where reference keys do not line up exactly, so teams spend less time wiring up enrichment logic and more time on the transformation that actually matters. Read the documentation to learn more.

The Integrate.io MCP Server Connects AI Assistants to Your Account
Checking on a pipeline's status, diagnosing a failed job, or previewing source data before building a transformation usually means switching over to the dashboard and clicking through several screens. The new MCP Server exposes a documented set of tools that let AI assistants like Claude Desktop, Claude Code, and Cursor connect directly to an account and answer those questions on the spot. Beyond read-only inspection, a set of guarded tools can also clone a package, edit components, manage a schedule, or run and retry a job, so routine account work can happen from inside the assistant a team already uses. Get set up with the documentation.

The Email Report Destination Delivers Output Straight to Inboxes
Getting pipeline output into someone's inbox used to mean landing a file in storage first, then routing it onward by hand. The new Email Report destination component sends data straight to an email address, either as body text or as a CSV attachment, cutting that storage hop out entirely and making reporting workflows easier to set up and maintain. Check out the documentation for configuration options.

New Features

• Connection Groups: Connections can now be organized into groups the same way packages are organized into Package Groups, making it easier to navigate accounts with a large number of connections.
• Dynamic Header Detection for File Storage: CSV and Excel sources can now detect the header row automatically by matching it against expected schema column names, instead of always assuming row one. This fixes a recurring problem for multi-file ingestion where header position shifted between files, including files where the header row contains a hyphen.
• Google Drive Source Component: A native Google Drive source is now available with both OAuth and service account authentication, letting users pull files directly from Drive into a pipeline without routing through a generic file storage connector.
• Global Secret Variables: Account-level secret variables are now available, letting teams define a credential or token once and reference it across packages instead of duplicating it in each one.
• Incremental Load Last Successful Run Option: Source components can now set incremental load to use the package's last successful run timestamp automatically, instead of manually wiring up the underlying system variable.
• Dummy Source Component: A new source component supports packages that take their data entirely from package variables or from upstream transformation components like Python Transformation or API Call, without requiring a placeholder source connection.
• New Expression Editor Functions: ExcelSerialToDate, DateToExcelSerial, and FUZZY_MATCH are now available in the expression editor, covering Excel date conversion and string similarity scoring (0-100) without custom logic.

Improvements

• Salesforce proxy is now enabled by default for all accounts, routing Salesforce traffic through Integrate.io's IP range.
• Salesforce destination error and success record files can now be uploaded to GoogleDrive.
• NormalizePhone now accepts an optional region argument and an on_invalid mode, letting a pipeline fall back to a best-effort E.164 number or pass the original value through instead of dropping invalid numbers to null.
• Expression editor autocomplete now automatically wraps expressions in parentheses, advances the cursor to the next argument when a function takes multiple arguments, and triggers without requiring a leading space.
• File Storage Source now automatically appends _1, _2, and so on to duplicate column names detected during schema import.
• GoogleSheet destination now supports specifying a custom range and an optional header control when using overwrite mode.
• Improved search on the Packages and Jobs lists. You can now search by partial words, and it matches names that include special characters.
• Package Designer notes can now be assigned a color, and components support an optional description field for documentation within the canvas.
• Database Connection forms now validate colon and semicolon characters correctly, with validation messages positioned where users expect them.
• Facebook Ads connector now uses comscore_market in place of the deprecated dma field, keeping reporting data flowing as the upstream field is retired.

Fixes

• Salesforce Destination now delivers the success-records file even when a job partially fails, instead of only the failed-records file.
• Salesforce SOAP Destination now produces a CSV file even when maximum errors is set to 0, and checks failed records across all batches against the configured limit instead of only per batch.
• Google Sheets destination overwrite mode no longer fails with a "Range exceeds grid limits" error.
• SFTP connections with an Ed25519 SSH key authenticate correctly instead of failing the job.
• REST API source parses nested JSON objects correctly when Unwrap extracted string values is selected.
• Package Designer no longer places a newly added note or component outside the current viewport after scrolling.
• Package Designer no longer shows a white background while the browser or assistant window is resized.
• Package validation no longer fails for packages referencing newly added, unsaved variables.
• Database CDC component now generates correct SQL for PostgreSQL databases with a dedicated schema name.
• Snowflake CDC component is available again as its own component instead of only nested under Database Source.
• Workflows now use the current variables and secrets from the related package, and correctly apply overwritten variables in the Run Package component.
• Rolling a package back to an older version keeps it in its original Package Group.
• Export Workflow package now reflects a renamed package correctly inside the Run Package component.
• Join component no longer breaks the component preview when swapping inputs.
• Python Transformation's Run Code button no longer hangs indefinitely.
• Excel date values ingest correctly in both the previewer and job runs.
• Hubspot sources return *_id columns typed as String.
• File Uploader job runs are no longer failing on some regions.

Take a look through what shipped this cycle and tell us which of these changes make the biggest difference for your team.