Akaash Amalraj
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Managing portal users
Portal Admins can activate, deactivate, and delete portal users. They can also resend verification emails to unverified users and send reset password emails when necessary.…
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QuickBooks integration
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…
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Microsoft SharePoint connector
What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization…
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Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,…
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Microsoft OneDrive connector
What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service to host all your photos, videos, and files backed up, protected, synced, and made accessible on all your devices.…
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Microsoft Azure Active Directory connector
What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution to enterprise customers.…
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QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Creating and managing portals
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
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 actions that let you create a new row…
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API authentication
Account identifiers Account identifiers are entities that help you uniquely identify your Kissflow account while making API calls. You can identify your Kissflow account either by its ID or domain…
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Setting up SAML-based Single Sign-on for Microsoft Azure AD
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 with a single set of sign in credentials.…
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Kissflow Process connector
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 or third-party apps.…
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DocuSign connector
What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.…
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Managing integrations
Access information about all your integrations by clicking on the Explore button ( ) and then Integrations. Integrations You can find integrations in Kissflow in two different places: Managed by me:…
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Creating an integration
Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations, ensure that integration is enabled in Flow Settings.…
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Administering portals
Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal settings.…
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Email connector
Email by Kissflow When something happens in a trigger or action step of your integration, you can use Email by Kissflow to send emails to recipients outside your account and email addresses marked…
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Portal overview
What is a portal? Kissflow Apps enable you to create complex, dynamic applications using visual tools and custom scripting. Businesses and non-professional developers can quickly create and deploy…
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Personal info, format settings, and task delegation
Accessing your profile Click your profile picture in the upper-right corner of the Home screen and click My settings. The My settings page has three categories: General settings, Security,…
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Google Drive connector
What is Google Drive? Store files in the cloud, synchronize files across devices, and share files with other users using Google Drive. About Kissflow's Google Drive integration The Google Drive…
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Microsoft Outlook connector
What is Microsoft Outlook? Microsoft Outlook is a personal information manager software system that is included in the Microsoft Office suite. Outlook is primarily an email client,…
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Adobe Sign connector
What is Adobe Sign? Adobe Acrobat Sign is a cloud-based e-signature service that enables users to submit, sign, track, and manage signing procedures through a browser or mobile device.…
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Microsoft Teams connector
What is Microsoft Teams? Microsoft Teams is a collaborative workspace within Microsoft 365 that acts as a central hub for workplace conversations, collaborative teamwork,…
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Kissflow extension for Gmail
View and approve your items in Kissflow from your Gmail by adding the Kissflow for Gmail extension to your Chrome browser. Signing into Kissflow from Gmail Go to the Chrome web store and search for…