Kissflow Project connector

Akaash_Amalraj
updated 9 days ago

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.

Triggers in Kissflow Project

Trigger events	Description
When a task is updated	This trigger activates when any task is updated in the project.
When a task is moved within the project	This trigger activates when any task is moved to a different step/state in the project.
When a task is created	This trigger activates as soon as someone clicks the New task button.
When a task is completed	This trigger activates when any task reaches the Completed step in the project.
When a task is started	This trigger activates when any task advances from the Not started step in the project.
When a task is reassigned	This trigger activates when any task is reassigned to another assignee at a particular step in the project.
When a task is deleted	This trigger activates when any task is deleted in the project.
When a task surpasses its due date	This trigger activates when any task surpasses its due date in the project.

Actions in Kissflow Project

Action events	Description
Create a task	This action adds a new task in the step of your project.
Move a task	This action moves a task to a different step/state in your project.
Assign a task to a member	This action adds an assignee to a task in your project.
Update a task	This action updates a task in the project.

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

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.

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.
Configure your account by selecting the project that you want to work with. Once you select the project, click Next.
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

Click the Kissflow Project connector and select an action step from the available options.
Similar to the trigger step above, set up a connection with your Kissflow Project account.
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.
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.

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