Kissflow Project connector

What is Kissflow project?

With Kissflow project, you can plan your team’s work, know who’s working on what, and deliver great results without doing a lot of tracking. It's the ultimate project management tool for functional managers. You can list your tasks, organize tasks onto a kanban, list, or matrix visualization and create custom views to stay on top of your project priorities.

Connecting to your Kissflow Project

Integration members with permission to access the project can use Kissflow Project connector to send data from your project to other internal flows or third-party apps. Or, receive data from other flows or apps to perform specific actions in your project.

For example, you have a board for managing a help desk and you’d like certain change requests to be tracked separately in a project. For this to happen, the case system and the project should talk to each other. Connectors make this conversation happen. Using predefined connectors, you can set up triggers and actions so that when a new change request is created in your help desk, a corresponding task gets added in your project system.

Similarly, you can also design workflows where project serves as the primary trigger. Here, a completed task in your project can initiate another task in the approval process.

Kissflow Project connector as a trigger step

1. The first step is to choose a trigger step in any integration. Select the Kissflow Project connector or use the search box to find a project trigger directly. After selecting the connector, choose a trigger from the available options.

   

    

1. Create a new connection or use an existing connection in your account. You can also connect to another Kissflow account or use your own Kissflow account. After authenticating the connection, click Next.
2. Configure your account by selecting the project that you want to work with. Once you select the project, click Next.
3. Finally, test whether your trigger step is set up correctly by clicking the test button. The connector will pull field data from your selected project and display it as a JSON output. If there's an error with the set up, you'll receive a message regarding the same. In this case, you'll need to retest the trigger after making the necessary changes.

Kissflow Project connector as an action step

1. Click the Kissflow Project connector and select an action step from the available options.
2. Similar to the trigger step above, set up a connection with your Kissflow Project account.
3. After choosing a project, add relevant values against the project form fields. You can hit Refresh fields to view all the updated fields in the selected project form. You can also map form fields from your trigger step or fields from your previous action steps. These values will be automatically added to task fields after the action is executed.
4. Finally, test whether your action step is set up correctly by clicking the test button. The connector will pull field data from your selected project and display it as a JSON output. Similar to trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a project workflow

After creating a custom workflow with your Kissflow Project triggers and/or action steps, switch ON the toggle button to activate the integration run.

Triggers in Kissflow Project

Actions in Kissflow Project