Tips and tricks Category

Set Daily Reminders With the Scheduler Connector in Kissflow Integrations

The scheduler is a built-in Kissflow connector that schedules an integration trigger run at a specific interval. Integration runs are typically only executed when a trigger event occurs in a…

Product Tip: How to use the ClickSend connector in Kissflow Integrations

Here's a video tutorial that explains how to use the ClickSend connector in Kissflow Integrations. https://www.loom.com/share/f4c79c6f7af445b593962e041e6964f7 Kissflow's ClickSend connector lets you…

Product Tip: How to automate asset requests with Kissflow Integrations.

Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…

Let’s Learn Integrations Wrap Up

Hello Champions, Over the last eight weeks, we shared how Kissflow Integrations can streamline and optimize your employee onboarding process. Whether you're a Kissflow expert or just a beginner,…

Let's Learn Integrations: Add attendees to an event.

In the last part of the "Let's Learn Integrations" series, we'll learn how to use the add attendees to an event action to add new employees to events in your Google calendar automatically.…

Let's Learn Integrations: Create and submit a new item.

Welcome back to part 7 of our "Let's Learn Integrations" series. In this part, we'll learn how to use the create and submit a new item action in Kissflow integrations to create and submit a new item…

Let's Learn Integrations: How to send automated messages to users within Kissflow.

Welcome to part 6 of our "Let's Learn Integrations" series. In this video, you'll learn how to use the send message action to send messages to users within Kissflow automatically.…

Product Tip: How to automatically add a new row in a spreadsheet in Google Sheets using Kissflow Integrations.

Watch this to understand how to auto-populate a Google Sheets spreadsheet using Integrations with the table values in a Kissflow form. https://www.loom.…

Let's Learn Integrations: Add users to a group

We're back with another video in our "Let's Learn Integrations" series. This quick video will teach us how to automatically add users to user groups in Kissflow using the User details connector in…

Let's Learn Integrations: Send an email

Welcome back to our "Let's Learn Integrations" series. This video will teach us how to use the Send an email action in Kissflow Integrations to automate the employee confirmation process.…

Let's Learn Integrations: Create an item

We’re back with part 3 of our “Let’s Learn Integrations” series. Let’s see how to automatically create an item in your Kissflow Board using the Create an item action available in Integrations.…

Let's Learn Integrations: Upload files

Welcome back to the " Let's Learn Integrations " series. In the 2nd part of this series, we'll learn how to use the Upload files action in Kissflow Integrations to automatically upload documents from…

Let's Learn Integrations: Create a dataset record

Welcome to the first part of " Let’s Learn Integrations," the first module of the Kissflow Learning Series. This video will teach us how to use the Create a dataset record action.…

Kissflow Learning Series: Let's Learn Integrations

Welcome to the all-new Kissflow Learning Series, designed to help you learn more about the modules in Kissflow. Please tune in for our new lineup of videos,…

Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow

In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…

Product Tip: Overview of Kissflow Connectors

Here's quick overview on Kissflow Connectors. Do let us know your thoughts on the Slack example shown in the video.

Product Tip: How to integrate your Kissflow account with a Dropbox folder

We are back with a new initiative where we will be walking you all through a use-case, problem, and a Kissflow solution. Use case: During the year-end audit,…

Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically

This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…

Product Tip: How to raise a Purchase Request using Kissflow Integration and auto initiate a Purchase Order

The steps that are covered in the video are as follows: Creating a new item in the Purchase Order process. Explore Kissflow Process Connectors, Integration Triggers,…