Integrating Kissflow Coral with Zapier

Zapier is a platform that lets you create codeless connections to over 1,000 other cloud software. With the latest Kissflow Coral connector, you can now connect Kissflow Process data with other popular apps using Zapier.

How Zapier works

In Zapier, you create zaps that are made up of triggers and actions. A trigger is an event that causes a set of actions to take place. 

• You can have triggers in other tools to create actions inside Kissflow Process. 

For example, you can set up a zap where every time a new purchase request is raised in your ERP system (trigger), you can start an approval process in Kissflow (action).

Setting up Kissflow triggers using Webhooks by Zapier

There are currently no in-built Kissflow triggers inside Zapier. However, you can set them up using Zapier Webhooks, as long as you have the permission to create and manage an integration in Kissflow.

To trigger a zap with an event in Kissflow, open up your Zapier account and create a new zap. For the trigger app, choose Webhooks by Zapier, and then select Catch hook as your default trigger event. A custom webhook URL will be generated, which you’ll need to copy.

Back inside your Kissflow Coral account, follow these steps to configure an HTTP connector. Select the action, Make an HTTP call (POST). You shall paste the copied hook URL from Zapier here.

Once the integration is set up, whenever this integration run occurs, it'll send a trigger to Zapier, which will in turn start the zap you set up. 

In Zapier, you can complete the zap to show the other steps you want to take place in other software applications.

Setting up Kissflow actions

You can set up a trigger in a different application that causes an action to take place in Kissflow.

In Zapier, start off your zap with the trigger from the other software. Then search for Kissflow Coral and select it as your action step.

Currently, Kissflow only offers one Zapier action: initiating and submitting an item into the start of a workflow. It will take data generated in the other software, populate the form, and submit it into the process. 

To demonstrate this, let’s use the example where a custom purchase request in Salesforce is your trigger.

1. Select Salesforce as your trigger app and New Custom Object as your trigger event.
2. Search for Kissflow Coral BETA (

   

    ) as your action step. If you don't see Kissflow Coral in the search results, please contact our custom support.

   

    

    

The connectors for the older versions: Kissflow and Kissflow Digital Workplace () are still active in Zapier. Make sure that you select Kissflow Coral. 

1. Next, choose the action event: Initiate and Submit an Item in Kissflow Coral.

   

    

    

2. When you add Kissflow Coral account for the first time, you’ll be prompted to enter your Account ID, Account domain, Access key ID, and Access key secret. These details can be found in the My Settings > API Authentication section.

   

    

You can only connect one Kissflow Coral account to your Zapier account at a time. 

1. Select the Kissflow Process that you want to link to and update the form fields.

   

    

    

2. Click search fields to get all the fields in your Kissflow Process. You can optionally map information from your trigger application to the fields in your Kissflow Process. 
3. Once it is set up, make sure the zap is turned ON. Now, every time the trigger event happens, a new item will start in your Kissflow Process.

To ensure your integrations are properly configured and tested, review our best practices guide for tips on building robust and maintainable solutions.