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Managing integrations
Access information about all your integrations by clicking on the Explore button ( ) and then Integrations. Integrations You can find integrations in Kissflow in two different places: Managed by me:…
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Transition guide - Kissflow Work Platform
The new Kissflow Work Platform's interface matches the vibrant colors in Kissflow—the new sleek, user-friendly, and contemporary design promises to enrich your digital work experience.…
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Managing process members and permissions
Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing: Process Admin A Process Admin has the highest privilege in a process.…
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Analytics FAQs
General Can I bring in data from external sources into Kissflow Analytics? Kissflow Analytics can only be used to create reports and analyze data that already exist in your Kissflow account.…
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Let's Learn Integrations: Add users to a group
We're back with another video in our "Let's Learn Integrations" series. This quick video will teach us how to automatically add users to user groups in Kissflow using the User details connector in…
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Product Tip: How to delete lists in Kissflow
Lists are single-column datasets whose data you can use in dropdowns, checklists, or checkbox/multi-select dropdown fields in your forms. You can find and view lists by searching their names using…
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Coming Soon in Kissflow: Multi-Lingual Forms
We are excited to announce that we have started working on the multi-lingual forms feature that will allow you to display field labels in your preferred language.…
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Introducing Email Customization 🎉
The much-awaited Email customization feature is now live in Kissfow, giving more control and personalization to your process notifications. The email customization feature lets process admins…
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Let's Learn Integrations: Send an email
Welcome back to our "Let's Learn Integrations" series. This video will teach us how to use the Send an email action in Kissflow Integrations to automate the employee confirmation process.…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Introducing the all-new DocuSign connector for Kissflow
Introducing the all-new DocuSign connector for Kissflow - the perfect solution for streamlining your document signing processes! This powerful integration lets you connect your Kissflow workflows…
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Introducing Service Accounts
We are very excited to announce the release of Kissflow's Service Account feature. This feature is only available on Enterprise plans. You can create only up to 25 service accounts.…
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Creating and managing access keys
Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account. Creating an access key Navigate to your service account and click the Create…
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Creating and managing service accounts
Creating a service account Service accounts let you automate certain aspects of your Kissflow account. You can create and access service accounts as a Super Admin, or an IAM Admin of your account.…
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Impersonation in service accounts
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. By impersonating a user,…
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Service account overview
What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,…
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Making a process workflow
Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and also allows for alternate conditions…
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Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process Go to the process creation page using any one of the below methods:…
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Audit log
The Audit log within account administration contains the audit log of: All activities related to account settings. User sign in, sign up events, and actions.…
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Account details, customization, and connected domains
Super and IAM Admins can access the Account settings tab on the Account administration page. You can view and customize your account name and domain, change the account logo,…
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Creating a tabular report
Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular report,…
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Creating an integration
Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations, ensure that integration is enabled in Flow Settings.…
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Let's Learn Integrations: Create an item
We’re back with part 3 of our “Let’s Learn Integrations” series. Let’s see how to automatically create an item in your Kissflow Board using the Create an item action available in Integrations.…
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Reports overview
Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the process page.…
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Administering portals
Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal settings.…