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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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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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Conditional paths in control connector
Control connector 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
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. A form has three primary components - section,…
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Data backup overview
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 organizational data against loss and…
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Managing integrations
Access information about all your integrations by clicking on the Explore button ( ) > Managed by me > Integrations. Integrations You can find integrations in Kissflow in two different places:…
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Bot settings
Receiving Kissflow notifications inside your organization’s chat application is easier with the Kissflow Bot. Super Admins can enable the Kissflow Bot for specific applications by navigating to…
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Migrating a connector to its latest version
Kissflow automatically tries to update to the latest version of a connector through migration whenever a new version is available. However, in certain cases where migration is not possible,…
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Delay connector
The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration. Why use delay? The delay connector is essential for scheduling actions to…
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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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SAP Business ByDesign connector
What is SAP Business ByDesign? SAP Business ByDesign offers pre-built processes for finance, sales, product management, and purchasing within a unified solution tailored for small and medium-sized…
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Oracle NetSuite connector
Oracle NetSuite is a cloud-based suite of business management applications, including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and more,…
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Backing up data to Kissflow
Note: This service is available on request. Please get in touch with our support team to enable it on your account. Configuring data backup As a Super Admin,…
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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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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
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 expression as a string.…
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Setting up an external data connection
An external connection is a pathway between your external platforms and Kissflow, that allows you to create external data objects in your apps. A connection can be reused multiple times within…
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Microsoft Outlook connector
What is Microsoft Outlook? Microsoft Outlook is a personal information manager software system that is included in the Microsoft Office suite. Outlook is primarily an email client,…
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Decision tables overview
What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes. It helps business users, primarily in the banking,…
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Document templates
Kissflow plans: ✓ Basic ✓ Enterprise You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these…
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Button
Introduction A button is a key component of any application as it lets users submit their preferences. Buttons can be added to point you to a different page or launch a popup based on specific…
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Using variables in application development
Overview In application development, variables are used to store dynamic values that can be used by any user anywhere within the application or on a specific page.…
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Connecting processes
Kissflow plans: ✕ Basic ✓ Enterprise You can connect multiple processes and automate item creation across them. Here’s how you can do it: Click the Manage button at the top right corner of your…
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Signing in to Kissflow
There are several ways you can access your Kissflow account. Direct URL The most direct way to access Kissflow is by entering https://<domain name>.kissflow.com in your browser.…
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SFTP connector
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 provides robust and customizable…