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Salesforce connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation,…
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Creating and managing subitems
Kissflow plans: ✓ Basic ✓ Enterprise Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees,…
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Microsoft Excel connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools,…
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Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
Watch this video to understand how you can configure impersonation access to service accounts to specific, and all flows in Kissflow. Impersonation in a service account is the ability to act on…
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Using board layouts
Kissflow plans: ✓ Basic ✓ Enterprise Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most…
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Product Tip: How to import data in a dataset in Kissflow
Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…
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Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Importing and exporting data from a dataset
Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to your Kissflow dataset.…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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QuickBooks connector
Kissflow plans: ✓ Basic ✓ Enterprise What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills,…
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Creating and managing portals
Kissflow plans: ✕ Basic ✓ Enterprise Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Adding and managing users
Kissflow plans: ✓ Basic ✓ Enterprise Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete,…
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Configuring your board settings
Kissflow plans: ✓ Basic ✓ Enterprise If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Introducing Sort in Chart Report
We are excited to announce that we have added a new capability in Kissflow Analytics - the ability to sort data in chart reports. Previously, data in chart reports was plotted based on how the data…
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Creating and using board views
Kissflow plans: ✓ Basic ✓ Enterprise Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.…
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Importing items from a CSV file
Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board.…
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Exporting items from a board
Kissflow plans: ✓ Basic ✓ Enterprise You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with…
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Building a board
Kissflow plans: ✓ Basic ✓ Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,…
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Improved UI Enhancements in Kissflow Boards
We're excited to announce some exciting updates on the Kissflow Board! Our goal is to make the user experience as seamless and personalized as possible by enabling you to customize your Board to your…
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,…
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Member actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows all…
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Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
In this video, you’ll learn how to use system fields to record timestamps and user actions. System fields in Kissflow capture data about every item that goes through a flow.…
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Date and Date time field
Kissflow plans: ✓ Basic ✓ Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.…
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Product Tip: How to use the ClickSend connector in Kissflow Integrations
Here's a video tutorial that explains how to use the ClickSend connector in Kissflow Integrations. https://www.loom.com/share/f4c79c6f7af445b593962e041e6964f7 Kissflow's ClickSend connector lets you…
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Kissflow Dataset connector
Kissflow plans: ✓ Basic ✓ Enterprise Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers and…