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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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Introducing 3 Brand New Integration Connectors in Kissflow
Hello We are happy to release the much-expected new Kissflow integration connectors for Quickbook, Hubspot, and Salesmate. Help articles: https://helpdocs.kissflow.…
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Creating and managing a dataset view
Who can create views You can share a confined version of your dataset with others using views. For example, you may have an employee dataset with the employees' details and their payroll information…
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Introducing Dark mode and Dim mode are live in Kissflow
Hello Community, You asked, and we listened! Dark Mode is now live in Kissflow web and PWA. It’s been a highly requested feature by many of you, and we’re proud to release it.…
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Managing boards in PWA
Manage your Boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…
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Kissflow Chat connector
Note: The Kissflow Chat connector will be discontinued after 15th December, 2023. Learn more Chat connector Chat connector lets you integrate chat with other flows and third-party applications.…
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System fields
Kissflow automatically captures data about every item that goes through a flow. For example, when a user creates a new item, Kissflow automatically stores who created the item and what time it was…
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Introducing Kissflow Integration Connectors for MS Outlook and Google Calendar
Hello Community, We are very happy to announce two new connectors - MS Outlook and Google Calendar Jump right in and learn how to connect to MS Outlook and Google Calendar using the Kissflow…
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Introducing Kissflow Integration Connectors for Gmail, Google Sheets, and Slack
Hello Community, We are happy to announce 3 new connectors in Kissflow. Kissflow Integration's Gmail connector lets you connect Gmail instantly with other Kissflow apps and popular third-party…
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Assigning steps
Assigning a step lets the assignee take ownership of the action. The workflow comes to a halt if they do not perform their action as expected. You can assign steps directly to a specific user, group,…
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Managing processes in PWA
The application dashboard has the following two widgets: My tasks My items My tasks A task is an item that awaits approval or any other action from you.…
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SCIM overview
Understanding SCIM System for Cross-domain Identity Management (SCIM v2.0) is a specification of a REST-like protocol for unidirectional user provisioning over HTTP.…
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Collaborating with other members
When you create an integration, you become the default member of that integration with the ability to change many settings. As a member of your integration,…
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Duplicating, archiving, and deleting an integration
Duplicating an integration If you want to make an exact copy of your integration, you can duplicate it. Duplicated integrations will have the same set of trigger and action steps with configuration…
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Integration settings
To update your integration settings, click the More options button () and then Settings. Notifications You can choose to enable or disable web and email notifications.…
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Security settings and access control
Security settings Dataset admins can share their datasets with other processes and boards within the Kissflow platform through the security settings page.…
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Conditional steps
If you only want a workflow step to happen in a certain situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…
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IF function
The IF function returns one value if a boolean expression is true and another value if it is false. The syntax is: IF(<logical_test>,<value_if_true>,<value_if_false>) For these examples,…
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Introduction to expressions and formulas
Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly typed to the data type you are working with.…
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Using XML to lookup data
Here’s an example that uses XML format to display the botanical name of a plant. Create a remote lookup field called Plant. In the URL field, add the API link such as this sample one from W3schools.…
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Extracting a text and number using remote lookup
You can use a remote lookup field to extract data from an external API. For example, you may want to display the general weather forecast and temperature for a particular city.…
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Yes/ No field
The Yes/ No field gives users a binary decision. The data is stored as a Boolean value. Settings You can set a default value for the field to display when the form first loads.…
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List expressions
Fields The following fields use a list data type: Dropdown Checkbox/multi-select Checklist This expression generates a user list: Lastcompletedstep().assignees() Example fields Field ID Field type…
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Workflow step expressions
Functions You can use this function to call up information about the last completed workflow step. For example, let's find the last completed step name.…
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Logical expressions
Logical expressions are Boolean, meaning they return either a value of TRUE or FALSE. Boolean values won’t display directly on a form. They are used in two situations:…