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Announcing Google Drive Connector for Kissflow Integration
Hey , We are excited to share that Google Drive Connector for Kissflow Integration is live. The Google Drive connector of Kissflow Integration enables you to connect and synchronize your Google Drive…
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Product Tip: How to move the status of an item to completed in a Kissflow process
In order to move the status of an item to completed, you need to be a process Admin. To view your process administration, click the More button and then click on Process Administration.…
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Product Tip: How to change the currency type in the currency field in Kissflow
You can follow the following steps to change the currency in the currency field. Go to Currency Field, scroll down, and you will see a label called Accepted Currencies.…
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Product Tip: How to edit a Kissflow process item after you have submitted it
You may want to edit the form after you submit it, or you may want to edit it after it has completed all the workflow steps. The Process Admin can edit a process form when it’s in progress or even…
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Introducing PDF Generation in Process
Hey You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Introducing Integration Connectors
Integration Connectors Hey , We have released 2 new integration connectors: Soap Connector and Zapier Connector. Soap Connector:SOAP (Simple Object Access Protocol) is an XML-based protocol used to…
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SOAP connector
What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP. SOAP web service providers publish their underlying table structures and…
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Webhooks by Kissflow
Basics of webhook A webhook (also known as a web callback) is a method for any software to provide real-time information to other applications. Webhooks allow you to build or set up integrations,…
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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
Kissflow plans: ✓ Basic ✓ Enterprise Views help you share a filtered version of your dataset with others, allowing access to only the necessary data without exposing the full dataset.…
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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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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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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
Kissflow plans: ✓ Basic ✓ Enterprise To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings:…
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Conditional steps
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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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.…