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Connected processes - Overview
Kissflow plans: ✕ Basic ✓ Enterprise In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process.…
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Remote lookup field overview
Kissflow plans: ✓ Basic ✓ Enterprise The Remote lookup field allows you to fetch data from external systems and display it within your form. By configuring URLs, request types, and headers,…
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Conditional paths in control connector
Kissflow plans: ✓ Basic ✓ Enterprise Overview The control connector supports two different actions: Conditional paths and Loop. Conditional paths let you create multiple paths within an integration,…
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Creating a form
Kissflow plans: ✓ Basic ✓ Enterprise A form is an entity where you can collect input from the people participating in your workflow. Forms are used in processes and boards in Kissflow.…
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Guided autofill for smart attachments
Kissflow plans: ✕ Basic ✓ Enterprise Guided autofill is an extension to smart attachments allowing you to add customized instructions to specific form fields,…
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Best practices for using Kissflow Integrations
As integration admins, you must correctly configure and test your integrations to reduce errors and ensure they work as intended. Here are some best practices to create more robust, efficient,…
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Security settings for flows
Kissflow plans: ✓ Basic ✓ Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.…
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Data backup overview
Kissflow plans: ✕ Basic ✓ Enterprise Note: This service is available on request. Please contact our support team to enable it on your account. Data backup in Kissflow is essential for safeguarding…
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Creating integrations using AI
Creating new integrations using AI You can seamlessly create new integrations using AI. The AI generates the necessary integration preview based on the description you give as input.…
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Managing integrations
Kissflow plans: ✓ Basic ✓ Enterprise Access information about all your integrations by clicking on the Explore button ( ) > Managed by me > Integrations.…
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Bot settings
Kissflow plans: ✕ Basic ✓ Enterprise Receiving and acting on Kissflow notifications inside your organization’s chat application is easier with the Kissflow Bot.…
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IDP connector (Intelligent Document Processing)
Kissflow plans: ✓ Basic ✓ Enterprise Connecting to IDP You can use the IDP connector to extract data from documents, such as email attachments or documents from other workflows,…
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AI formula builder
Kissflow plans: ✕ Basic ✓ Enterprise In addition to the existing formula builder, the AI add-on simplifies computing and managing formulas. Enterprise plan users can effortlessly incorporate…
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Migrating a connector to its latest version
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow automatically tries to update to the latest version of a connector through migration whenever a new version is available.…
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Delay connector
Kissflow plans: ✓ Basic ✓ Enterprise The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration.…
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SFTP connector
Kissflow plans: ✓ Basic ✓ Enterprise What is SFTP? SFTP (Secure File Transfer Protocol) is a safe way to send files over the internet. It uses SSH encryption to protect your data during transfer and…
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SAP Business ByDesign connector
Kissflow plans: ✕ Basic ✓ Enterprise What is SAP Business ByDesign? SAP Business ByDesign offers pre-built processes for finance, sales, product management,…
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Oracle NetSuite connector
Kissflow plans: ✕ Basic ✓ Enterprise Oracle NetSuite is a cloud-based suite of business management applications, including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM),…
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Backing up data to Kissflow
Kissflow plans: ✕ Basic ✓ Enterprise Note: This service is available on request. Please get in touch with our support team to enable it on your account.…
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Kissflow Process connector
Kissflow plans: ✓ Basic ✓ Enterprise Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow…
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Android devices
If you are using an Android device, you can either use your browser to access your Kissflow account or use it as a Progressive Web App. Using a mobile browser Use your preferred mobile browser to…
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Text expressions
Kissflow plans: ✓ Basic ✓ Enterprise Text expressions can be used with text fields. Text area fields cannot use expressions. Kissflow will sometimes refer to a sequence of characters in an…
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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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Process dashboards
Kissflow plans: ✓ Basic ✓ Enterprise The process dashboard provides actionable metrics to monitor how efficiently each process runs. It’s ideal for both process admins and users as it highlights…
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Impersonation in service accounts
Kissflow plans: ✕ Basic ✓ Enterprise What is impersonation? Impersonation in a service account is the ability to act on behalf of a user or an item inside your Kissflow account.…