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Scheduler by Kissflow
Scheduler by Kissflow is a built-in connector that allows you to schedule an integration trigger run at a specific interval. Integration runs are typically only executed when a trigger event occurs…
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Simulating a workflow
Simulating a workflow lets you do a mock initiation of your process workflow and check whether its path renders well as expected before publishing it live.…
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Dropbox connector
What is Dropbox? Dropbox offers cloud storage, file synchronization, and personal cloud solutions for everyone. About Kissflow's Dropbox integration Kissflow Integration's Dropbox connector allows…
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Number and currency expressions
Number and currency expressions are similar. However, many functions, methods, and operators may not work when evaluating numbers and currencies together.…
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Integrations overview
What is Kissflow Integration? Kissflow Integration is a powerful workflow automation tool that allows you to automate your business workflows by connecting all of your favorite Kissflow applications…
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Directory sync overview
As a Super Admin, or an IAM Admin, you can navigate to your Identity provider settings under Account Administration > User provisioning > Directory sync to manage and perform other actions related…
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Configuring Google Workspace directory sync
You can add users and synchronize user information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in Kissflow.…
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Configuring Azure AD directory sync
As a Super Admin, or an IAM Admin, you can synchronize user and group information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in…
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Slack connector
What is Slack? Slack is a team communication platform for instant messaging, document sharing and knowledge search for modern teams. Documents and messages are easily searchable,…
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Subscription and billing
Managing subscription Super Admins and Billing Admins can access an account’s subscription details by clicking Account administration > Subscription & billing.…
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SOAP connector
What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP. SOAP web service providers publish their underlying table structures and…
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Webhooks by Kissflow
Basics of webhook A webhook (also known as a web callback) is a method for any software to provide real-time information to other applications. Webhooks allow you to build or set up integrations,…
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Salesmate connector
What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes. About Kissflow's Salesmate integration Kissflow Integration's…
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Creating and managing a dataset view
Who can create views You can share a confined version of your dataset with others using views. For example, you may have an employee dataset with the employees' details and their payroll information…
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Managing boards in PWA
Manage your Boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…
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Kissflow Chat connector
Note: The Kissflow Chat connector will be discontinued after 15th December, 2023. Learn more Chat connector Chat connector lets you integrate chat with other flows and third-party applications.…
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System fields
Kissflow automatically captures data about every item that goes through a flow. For example, when a user creates a new item, Kissflow automatically stores who created the item and what time it was…
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Managing processes in PWA
The application dashboard has the following two widgets: My tasks My items My tasks A task is an item that awaits approval or any other action from you.…
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SCIM overview
Understanding SCIM System for Cross-domain Identity Management (SCIM v2.0) is a specification of a REST-like protocol for unidirectional user provisioning over HTTP.…
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Collaborating with other members
When you create an integration, you become the default member of that integration with the ability to change many settings. As a member of your integration,…
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Duplicating, archiving, and deleting an integration
Duplicating an integration If you want to make an exact copy of your integration, you can duplicate it. Duplicated integrations will have the same set of trigger and action steps with configuration…
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Integration settings
To update your integration settings, click the More options button () and then Settings. Notifications You can choose to enable or disable web and email notifications.…
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Security settings and access control
To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings: Security settings Dataset Admins can share datasets…
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Conditional steps
If you only want a workflow step to happen in a certain situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…
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IF function
The IF function returns one value if a boolean expression is true and another value if it is false. The syntax is: IF(<logical_test>,<value_if_true>,<value_if_false>) For these examples,…