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Let’s Learn Integrations Wrap Up
Hello Champions, Over the last eight weeks, we shared how Kissflow Integrations can streamline and optimize your employee onboarding process. Whether you're a Kissflow expert or just a beginner,…
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Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow
In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…
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Announcing the FreshBooks Connector
We are happy to announce that we have introduced a new connector in Kissflow integration. The FreshBooks connector for Kissflow Integration allows you to connect and sync your FreshBooks account with…
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Product Tip: How to get the live currency exchange rate in Kissflow
Often you want to know the exchange rate of a currency type in the Kissflow process form. Instead of google or finding another site and typing it in manually.…
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New Connectors and New Actions in Kissflow Integrations
We have introduced 2 new connectors and 1 new action in the dataset connector. Check the release notes below. Kissflow Teams Connector The Kissflow Teams connector will allow you to create a new post…
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Product Tip: User settings in Kissflow
In this video, you will learn about the different user settings of the Kissflow account. Watch the video for a detailed overview of the two settings related to a user- My settings and My profile.…
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Product Tip: How to view the workflow steps in a process
You may want to view the workflow steps in a process. To do so, go to My items and you will see a list of all the items in your process in Draft, In progress, Participated, Completed, Withdrawn,…
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Introducing Copy and Paste Actions in Kissflow Integration!
Introducing Copy and Paste Actions in Kissflow Integration! We're thrilled to announce the ability to copy and paste actions in your integration sequence.…
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Introducing the Bug Tracker App
Introducing the Bug Tracker App We are excited to announce the release of our Bug Tracker App, designed to empower you with a robust system for tracking and monitoring bugs more effectively.…
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Product Tip: What is a User Workload Report and how to create it in Kissflow
A user workload report shows all in-progress process items assigned to users in your Kissflow account. As an Account admin, the user workload report helps track items assigned to different users in…
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Product Tip: How to fix the “No assignee” error in Kissflow Process
“There is no assignee in the next workflow step” is a common error message that can come up in a process for various reasons. The following are the possible causes and solutions: Cause 1:…
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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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Product Tip: How to impersonate a user using Kissflow service account
Watch this video to learn how to impersonate a user in your Kissflow service account. https://www.loom.com/share/a2406d9caabe4f1d86aa17bbe10be20d Click here for more information on Kissflow service…
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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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Product Tip: How to restrict the creation of new flows in Kissflow
At times, you may see users creating new flows in your account because the ability to create new flows is extended to all users by default in Kissflow. Account Owners and Super Admins can control who…
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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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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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Product Tip: How to capture the date and time automatically in a Kissflow process form
You may want to capture the date and time in a form without the user's input. To do so, create a field with Field type as Date & time. Toggle the 'Is this a computed field?…
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Product Tip: What to do when you’re unable to view the form in a shared report in Kissflow process
As a Process admin, you can share a report and customize permissions for every member who has access to the report. By default, all the permissions are turned off for a member for security and…
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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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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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Introducing Radio Button Field in Kissflow
We are excited to announce the addition of the Radio button field in Kissflow. The Radio button field allows users to select one option from a list of options,…
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Product Tip: How do I change the domain URL of my Kissflow account
Here’s how you can customize the domain URL of your Kissflow account. To change the domain URL, go to Account administration -> Account settings -> Account details.…
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Product Tip: What are audit logs in Kissflow and how to use them
Kissflow has an account level audit log and a flow-level audit log that stores the history of all the activities performed in your Kissflow account. Process level audit log:…
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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…