Akaash Amalraj
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Creating integrations using AI
Creating new integrations using AI You can seamlessly create new integrations using AI. The AI generates the necessary integration preview based on the description you give as input.…
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Xero connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Xero? Xero provides full cloud-based accounting software for small and medium businesses that includes bookkeeping services such as invoicing and payroll,…
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Managing portal users
Kissflow plans: ✕ Basic ✓ Enterprise Portal Admins can activate, deactivate, and delete portal users. They can also resend verification emails to unverified users and send reset password emails when…
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Salesforce connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation,…
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Microsoft Excel connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools,…
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Microsoft OneDrive connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service for hosting all your photos, videos, and files, which can be backed up, protected, synced,…
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QuickBooks connector
Kissflow plans: ✓ Basic ✓ Enterprise What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills,…
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Creating and managing portals
Kissflow plans: ✕ Basic ✓ Enterprise Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Kissflow Dataset connector
Kissflow plans: ✓ Basic ✓ Enterprise Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers and…
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API authentication
Kissflow plans: ✓ Basic ✓ Enterprise Account identifiers Account identifiers are entities that help you uniquely identify your Kissflow account while making API calls.…
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Group management
Kissflow plans: ✓ Basic ✓ Enterprise Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management.…
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Setting up SAML-based Single Sign-on for Microsoft Entra ID
Kissflow plans: ✕ Basic ✓ Enterprise SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications…
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Impersonating users using a service account
Kissflow plans: ✕ Basic ✓ Enterprise Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes:…
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Kissflow Process connector
Kissflow plans: ✓ Basic ✓ Enterprise Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow…
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DocuSign connector
Kissflow plans: ✕ Basic ✓ Enterprise What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed…
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Managing integrations
Kissflow plans: ✓ Basic ✓ Enterprise Access information about all your integrations by clicking on the Explore button ( ) > Managed by me > Integrations.…
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Creating and managing access keys
Kissflow plans: ✓ Basic ✓ Enterprise Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account.…
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Creating and managing service accounts
Kissflow plans: ✓ Basic ✓ Enterprise Creating a service account Service accounts let you automate certain aspects of your Kissflow account. You can create and access service accounts as a Super…
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Impersonation in service accounts
Kissflow plans: ✕ Basic ✓ Enterprise What is impersonation? Impersonation in a service account is the ability to act on behalf of a user or an item inside your Kissflow account.…
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Service account overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,…
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Creating an integration
Kissflow plans: ✓ Basic ✓ Enterprise Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations,…
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Administering portals
Kissflow plans: ✕ Basic ✓ Enterprise Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal…
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Email connector
Kissflow plans: ✓ Basic ✓ Enterprise You can send emails to recipients outside your account and the email addresses marked in previous trigger/action steps in your Kissflow integration. https://www.…
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Portal overview
Kissflow plans: ✕ Basic ✓ Enterprise What is a portal? Kissflow Apps enable you to create complex, dynamic applications using visual tools and custom scripting.…
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Personal info, format settings, and task delegation
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your profile Click your profile picture in the upper-right corner of the Home screen and click My settings.…