Kissflow Dataset connector

Akaash_Amalraj
updated 10 mths ago

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 or update an existing record in a dataset based on the values from your trigger step or any previous action(s). For instance, if a new item is approved to purchase, you can add it to your purchasing catalog dataset.

Connecting to a dataset

Members of your integration who have access to a dataset can use connectors to receive data from other applications and update it in your dataset.

Consider you have a purchase request process for managing the inventory of your company and a purchase catalog to store and lookup the data. Using the dataset connector, you can automatically add or update dataset records based on changes to the data in your purchase request child table.

Triggers for dataset connector

Trigger	Description
When an existing row is updated	Triggers when an existing row is updated

Actions for dataset connector

Action	Description
Create a dataset record	This action creates a new dataset record
Create or update a dataset record	This action updates an existing dataset based on the new data or creates a new dataset record if it doesn't exist
Bulk update dataset records	This action updates a dataset's records in bulk Note: The action updates up to 200 records in a dataset.
Find records from a dataset	This action finds specific records from your dataset
Retrieve a row from a dataset	This action retrieves a unique row from your dataset

Configuring a dataset connector

Note: You must always map the Key field in the dataset form with a text field in your step/previous step. Besides this, all other mapped fields must be of the same data type.

In your Kissflow account, click your profile picture on the upper right corner of the screen and click Integrations. Click the New integration button to provide a name and description for your integration.
In the editor, select a trigger step. You can also use the search to find a trigger directly. For instance, use a webhook from a third-party application or a process that consumes the dataset.
After configuring the trigger step, click the Add button () to add an action. Select the Kissflow Dataset connector and choose any of the available actions.
Similar to how you would set up a trigger, set up a connection with the required account.
After choosing a dataset, add relevant values against the form fields. You can refresh fields to view all the updated fields in the 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 the fields after the action is executed.
Check whether the action step is set up correctly. Click Test action to validate the action. The connector will validate sample data against the fields in the dataset and display results in JSON format. Errors, if any, are notified to you right away. Fix them before retesting the action.

Using the connector

After configuring your connector, turn ON the toggle button in the upper-right corner of the editor to activate the action. When the configured action is triggered, the dataset records are automatically updated.