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Evaluation settings
You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally, you can also determine the method or scope by which your decision table…
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Salesmate connector
What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes. About Kissflow's Salesmate integration Kissflow Integration's…
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Importing data from a CSV
Admins and members can import condition and result values from a CSV into a decision table. To import, Click the Import CSV button in the top right corner.…
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Starting conference calls
Note: Kissflow Chat and Spaces will be gradually discontinued after 15th December, 2023. Learn more Conferencing using Google Meet Kissflow offers a Google Meet integration inside Chats that lets…
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Customizing Department-Wise Data With Kissflow Process Reports
Would you like to monitor the number of employees onboarded into different departments within your organization during a specific timeframe? You can customize process chart reports to get a…
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Using Kissflow System Fields to Identify Last Step Completions
Struggling to track who completes the final step in your workflow efficiently? Learn how to use the Kissflow system fields and expressions to compute this in your form fields.…
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Geolocation settings
Account Admins can enable geolocation feature for users to utilize within forms, enhancing data collection capabilities. Accessing Geolocation settings After you sign in to Kissflow,…
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Renaming, Duplicating, and archiving app integrations
Renaming an integration If you want to rename the name and description of your integration, follow the steps below: Inside the Integration card, click the More options button () and then click…
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Recruitee connector
What is Recruitee? Recruitee is the collaborative hiring software that delivers the complete solution to help internal HR teams work with the rest of their organization to hire better together.…
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Create and Upload a File to Your Dropbox Storage With the Kissflow Dropbox Connector
Dropbox is a popular cloud storage platform, offering seamless file management, secure storage, and file-sharing capabilities across devices. By utilizing the Dropbox connector in Kissflow…
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Testing a decision table
The test functionality of a decision table enables you to verify and ensure that it accurately evaluates all conditions and returns the corresponding results as expected.…
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Editing an external data object
Here’s a detailed list of all the edit options available in external data objects. Rename an external data object To modify the name of an external data object,…
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FreshBooks connector
What is FreshBooks? FreshBooks is an accounting software designed primarily for self-employed professionals and their teams. It lets you send invoices, track expenses, and collaborate on projects.…
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Admin notification settings
Admin notification settings The Notification settings section allows Super Admins to customize account notification preferences according to their communication needs.…
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Asana connector
What is Asana? Asana is a web and mobile work management platform designed to help teams organize, track, and manage their work. You can organize your tasks onto a board, list,…
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Active sessions
Accessing active session The Active Sessions page provides details about the devices and locations where your account is currently active. Sign in to Kissflow,…
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Enhancing Email Efficiency: Auto-fetch Process Item URLs in Emails With Kissflow Integrations
Do you use Kissflow integrations to send automated emails? You can customize these emails by automatically fetching Process Item URLs and incorporating them into the email body.…
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Automating Contract Creation With Conditional Logic in Kissflow Document Templates
Do you want to automatically retrieve specific form field data and customize document templates based on conditions? Using a straightforward if-else condition can dynamically fetch values in your…
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ActiveCampaign connector
What is ActiveCampaign? ActiveCampaign is a customer experience automation (CXA) software that assists organizations in better engaging their customers.…
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Streamline Travel Operations With Kissflow's Travel Management Module
Are you looking to streamline your travel requests and approvals seamlessly? The travel management module is here to make it hassle-free. Whether you need to make a single travel request,…
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Streamline Budget Management with the Kissflow Expense and Travel Management App
Are you looking for a way to optimize budget management in your organization? The Kissflow Expense and Travel Management app offers a range of features to streamline your budgeting processes.…
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Automating Customized Emails by Departments Using Kissflow Integrations
Would you like to streamline the automated delivery of personalized emails to different departments in your organization? Kissflow integrations provide a solution to automate the process of sending…
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Board notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Streamline Expense reimbursement and Advance payment With Kissflow's Expense and Travel Management App
Are you looking for a seamless way to manage expense claims and advance payments? Kissflow's Expense and Travel Management app offers a seamless way to streamline the entire process.…
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Searching a Process Item with the Kissflow Process Connector
Are you looking for a way to search and retrieve specific process items based on certain conditions? You can achieve this with the "Search an item" action in the Kissflow Process Connector.…