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Integrations overview
Kissflow Integration is a powerful workflow orchestration tool that connects your Kissflow applications with third-party services to automate business workflows.…
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Directory sync overview
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, you can navigate to your Identity provider settings under Account Administration > User provisioning > Directory sync to…
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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
Kissflow plans: ✓ Basic ✓ Enterprise What is Slack? Slack is a team communication platform for instant messaging, document sharing and knowledge search for modern teams.…
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Subscription and billing
Kissflow plans: ✓ Basic ✓ Enterprise 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
Kissflow plans: ✓ Basic ✓ Enterprise What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP.…
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Webhooks by Kissflow
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Salesmate connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes.…
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Creating and managing a dataset view
Kissflow plans: ✓ Basic ✓ Enterprise Views help you share a filtered version of your dataset with others, allowing access to only the necessary data without exposing the full dataset.…
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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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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
Kissflow plans: ✕ Basic ✓ Enterprise Understanding SCIM System for Cross-domain Identity Management (SCIM v2.0) is a specification of a REST-like protocol for unidirectional user provisioning over…
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Collaborating with other members
Kissflow plans: ✓ Basic ✓ Enterprise When you create an integration, you become its default member and can change its settings, like adding or removing other members.…
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Duplicating, archiving, and deleting an integration
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Integration settings
Kissflow plans: ✓ Basic ✓ Enterprise To update your integration's notification settings and access its audit logs, click the More options button ( ) and then Settings.…
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Security settings and access control
Kissflow plans: ✓ Basic ✓ Enterprise To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings:…
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Conditional steps
Kissflow plans: ✓ Basic ✓ Enterprise If you want a workflow step to happen only in a certain situation, you can create a condition for the step based on a formula.…
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IF function
Kissflow plans: ✓ Basic ✓ Enterprise The IF function returns one value if a boolean expression is true and another if it is false. The syntax is: IF(<logical_test>,<value_if_true>,…
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Introduction to expressions and formulas
Kissflow plans: ✓ Basic ✓ Enterprise Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly…
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Using XML to lookup data
Kissflow plans: ✓ Basic ✓ Enterprise Here’s an example that uses XML format to display the botanical name of a plant. Create a remote lookup field called Plant.…
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Extracting a text and number using remote lookup
Kissflow plans: ✓ Basic ✓ Enterprise You can use a remote lookup field to extract data from an external API. For example, you may want to display the general weather forecast and temperature for a…
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Yes/No field
Kissflow plans: ✓ Basic ✓ Enterprise The Yes/No field gives users a binary decision. The data is stored as a boolean value. In runtime, inside sections,…
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List expressions
Kissflow plans: ✓ Basic ✓ Enterprise Some fields in Kissflow use the list data type, meaning they can hold multiple values at once. These fields include:…
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Workflow step expressions
The lastCompletedStep() function retrieves information from your workflow's most recently completed step. You can access the approvers' names, the number of approvers, assignment time, approval time,…