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, your auditor will ask you to send all your approved invoices for tax filing purposes.
Problem: All these invoices will be available as an attachment in Kissflow, and you may end up opening every item request to download these attachments, which will be time-consuming and challenging. Your auditor will most probably be a non-Kissflow user, which means you either have to give them access to Kissflow or end up downloading every approved invoice from the system.
Solution: You can automate this and make work easier by integrating Kissflow into your Dropbox folder; all the approved invoices from Kissflow will automatically be transferred to your Dropbox folder. You can share the folder with your auditor easily.
Dropbox documentation: https://helpdocs.kissflow.com/app-connectors/dropbox-connector
We would like to hear your thoughts and suggestions on this post. Please do react and comment to tell us if you like this video. If you’re looking for a specific use-case solution, let us know we’ll be happy to help.
Content aside
-
47
Likes
- 2 yrs agoLast active
- 3Replies
- 89Views