Project management

Technical writer
Manju_Lekha_Singaram
updated 7 hrs ago

Project management platforms are the command center for modern teamwork, ensuring that projects are delivered on time, within budget, and to the required standard. The core challenge is maintaining visibility, alignment, and momentum across teams. Integrations are the key to creating a connected project ecosystem. By linking project management tools with other business processes, organizations can automate task creation, synchronize status updates, and ensure that stakeholders have a real-time view of progress, turning fragmented workflows into a cohesive operation.

Connectors in this vertical

Application	Description
Monday.com	A flexible Work OS where teams can create custom workflow apps to plan, run, and track their processes, projects, and everyday work.
Basecamp	A project management and team communication tool that helps teams stay organized by keeping all project-related tasks, files, discussions, and schedules in one place.
Kissflow platform	It includes native capabilities like Boards, Processes, and custom triggers that allow for powerful internal automation and custom integration patterns.
HTTP	Apart from the pre-built actions available in Kissflow Integrations for project management, there may be scenarios where you need to perform a custom action. In such cases, you can use the HTTP connector to configure API calls from scratch to interact with any service that exposes a REST API.

Integration use cases with Kissflow

Here are practical, scenario-based examples of how Kissflow can trigger actions in Monday.com and Basecamp, as well as leverage its own platform capabilities to solve common business problems.

Monday.com

Business goal	Trigger (in Kissflow)	Action (in Monday.com)	Detailed scenario	Key benefit
Automate project setup	A new project is initiated.	Create a board.	When a new project is approved in Kissflow, a new board titled Project: [Project Name] is created, pre-configured with essential columns.	Standardizes project setup and ensures consistency across all new initiatives.
Adapt to evolving needs	A team decides to track a new metric during sprint planning.	Create a column.	The integration adds a new Story points column to an existing board to capture the new metric without manual setup.	Allows project boards to adapt quickly to changing team requirements.
Organize project phases	A new marketing campaign is launched.	Create a group.	The integration creates a group named Campaign phase 1 within the board to logically organize all related tasks.	Improves project clarity and organization by structuring tasks into phases.
Streamline task creation	A new task, Design homepage banner, is approved.	Create an item.	An item with the correct assignee and due date is created under the Campaign phase 1 group.	Ensures that approved tasks are immediately visible and actionable in the project plan.
Keep boards tidy	A project phase is completed and needs to be archived.	Delete a group.	The integration deletes the Campaign phase 1 group to maintain board cleanliness and focus on active work.	Prevents clutter and helps teams focus on current and upcoming tasks.
Replicate successful workflows	A team wants to start a new phase based on a successful past one.	Duplicate a group.	The integration duplicates the Campaign phase 1 group, preserving all tasks and timelines for the new phase.	Saves time and effort by reusing proven project structures and templates.
Break down complex tasks	A task Write blog post requires multiple steps.	Create a subitem.	The integration creates a subitem titled Research topic under the main task to break down the work into manageable steps.	Improves task clarity and helps track progress on a more granular level.
Provide real-time status	The status of a task changes to In Progress.	Update an item.	The integration updates the corresponding item in Monday.com to reflect the status change instantly.	Ensures the entire team has a real-time, accurate view of task progress.
Track subtask progress	A subitem Research topic is completed.	Update a subitem.	The integration updates the subitem's status to Completed in Monday.com.	Provides clear visibility into the completion of smaller steps within a larger task.
Maintain naming consistency	A task is renamed from Design homepage banner to Design website banner.	Update an item's name.	The integration updates the item's name in Monday.com to match the change in Kissflow.	Prevents confusion by ensuring task names are consistent across systems.
Communicate task completion	The Design homepage banner task is completed.	Create an update.	An update is posted in Monday.com stating, Banner design completed and ready for review.	Automates progress communication, keeping stakeholders informed without manual effort.
Remove rejected tasks	A task Write blog post is rejected during approval.	Delete an item.	The integration deletes the corresponding item from Monday.com and removes it from the board.	Keeps the project board clean and focused only on approved, relevant work.

Basecamp

Business goal	Trigger (in Kissflow)	Action (in Basecamp)	Detailed scenario	Key benefit
Generate leadership dashboards	A scheduled workflow runs every Monday morning.	Find all projects.	A workflow retrieves the complete list of active Basecamp projects to build a fresh status summary board in Kissflow for leadership.	Provides automated, regular visibility into the entire project portfolio for executive review.
Provide quick context	A help-desk agent selects a project in a request form.	Find a project.	The flow looks up the specific project in Basecamp, pulling its ID and current to-dos to embed in the Kissflow ticket.	Empowers support agents with immediate project context to resolve issues faster.

Custom trigger

A custom trigger allows you to use a single integration to handle multiple, related events. For example, instead of separate integrations for employee onboarding and offboarding, a custom trigger can listen for changes in an Employee master dataset. When a new employee is added or an existing one's status changes to Terminated, the same integration can trigger the appropriate onboarding or offboarding workflow in Kissflow, simplifying management and maintenance.

Kissflow Board

Pattern	Scenario	Key benefit
Automated subtask creation	In a Customer support board, a master ticket often requires action from multiple departments. When a ticket is created, the system can automatically create a subitem for each relevant team such as, IT, billing, technical.	Ensures complex issues are correctly distributed to all necessary teams without manual intervention.
Synchronized status updates	If the status of a parent ticket is changed to Cancelled, the workflow can automatically update a subitem, looping through all related sub-tickets and setting their status to Cancelled as well.	Maintains data integrity and prevents teams from working on tasks related to a cancelled request.
Automatic data cleansing	In a sales CRM board, you want to remove invalid leads. When a new lead is added, a condition can check if the email is blacklisted or if the phone number is empty. If true, the system will delete an item.	Keeps the sales pipeline clean and ensures reps only work on valid, actionable leads.

Kissflow Process

Create and submit items in bulk

In many organizations, teams need to initiate multiple process items at once, such as submitting dozens of purchase requests from a single spreadsheet. Instead of manual entry, Kissflow's create and submit items in bulk action can automate this. An integration can be scheduled to run daily, read all rows from a dataset (such as, an Excel file of purchase requests), and automatically create and submit an item in the Purchase request process for each row, mapping the spreadsheet columns to the form fields. This saves hours of repetitive work and eliminates data entry errors.