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Understanding data sources
Kissflow plans: ✓ Basic ✓ Enterprise Data sources Data source is a collection of all data present inside processes, boards, datasets, and other tables in Kissflow.…
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DocuSign connector
Kissflow plans: ✕ Basic ✓ Enterprise What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed…
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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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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process You can add users to a process in the following roles: 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
Kissflow plans: ✓ Basic ✓ Enterprise Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account.…
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Creating and managing service accounts
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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.…
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Making a process workflow
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Creating a process
Kissflow plans: ✓ Basic ✓ Enterprise You can create a new process based on the permission set by a Super Admin or IAM Admin. Creating a new process Go to the process creation page using any one of…
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Audit log
Kissflow plans: ✕ Basic ✓ Enterprise Overview The audit log is a centralized record of all activities that take place in your Kissflow account. It helps administrators track who did what, when,…
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Account details, customization, and connected domains
Kissflow plans: ✓ Basic ✓ Enterprise Super and IAM Admins can access these settings by clicking your profile picture on the top right corner of the home page > Account administration > Account…
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Creating a tabular report
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Creating an integration
Kissflow plans: ✓ Basic ✓ Enterprise Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations,…
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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
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Administering portals
Kissflow plans: ✕ Basic ✓ Enterprise Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal…