Akaash Amalraj
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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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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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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.…
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User roles and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page,…
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Google Drive connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Google Drive? Store files in the cloud, synchronize files across devices, and share files with other users using Google Drive.…
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Microsoft Outlook connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Outlook? Microsoft Outlook is a personal information manager software system that is included in the Microsoft Office suite.…