Integrations overview

Updated 2 months ago by Abhiram

What is Kissflow Integration?

Kissflow Integration is a powerful workflow automation tool that allows you to automate your business workflows by connecting all of your favorite Kissflow applications and third-party services. Customized connectors of Kissflow applications such as Kissflow Process, Kissflow Project, Kissflow Case system, and external applications such as Slack, Gmail, Google Sheets, Google Calendar, Microsoft Outlook, and others can be used to create internal and external workflows. You can also use our built-in webhooks connector to share data with any third-party app. You can build a connector system to automate workflows without programming or relying on developers to build the integration. With a few clicks, anyone can create their own custom workflow.

For example, suppose you receive new newsletter subscribers in your MailChimp account and want to save them to a Google Sheet. You could add subscriber information to your Google Sheet every time a new user subscribes to your newsletter. Kissflow can integrate this for you, saving you the trouble of doing it all yourself.

How Kissflow Integration works?

An integration consists of a series of sequential steps that indicate how data should be transferred and transformed between different Kissflow applications or other third-party applications. Each of these steps are built using connectors.

Any integration starts with a trigger—an event in one of your connectors that kick starts your workflow. It pushes data from the flow to complete one or many connector actions.

With Kissflow Integration, there are a number of workflows you can create from scratch. Here’re a few examples to help inspire you:

  • Create Google Calendar events from new Kissflow Project tasks.
  • Add new rows on Google Sheet for every new CRM lead.
  • Send an email reminder to your colleague for every new item added to your Kissflow Process.
  • Share new Kissflow Case system tickets in Slack.
  • Create a new event in Google Calendar when a hiring request is approved in Kissflow Process.

Common terminologies

Connector

A connector makes services or applications communicate with each other. It allows you to do something that the apps or devices couldn't do on their own. Connectors can serve as an adapter to perform internal actions or access external third-party applications. Connectors comprise of triggers, actions, and search actions based on the use cases they serve.

Trigger

A trigger is the primary event of your integration that starts other actions in your workflow.

Action

An action is an event a connector performs after it is triggered. For example, if you want to send an email each time you receive a helpdesk ticket, the action is send an email. You can have multiple actions for your integration.

Search action

Search actions find/fetch specific data from your application based on your requirement.

Editor

The Editor allows you to create an integration from scratch. In the editor, you can select and configure the trigger connector, trigger event, action connector(s), and action events to build your own custom workflow.

Connection

A connection is the authentication that lets Kissflow interact with an internal or external connector in an integration. Integration runs require valid connections before triggers and actions can be configured. Kissflow connections are based on API key authentication. Most external connectors use OAuth based authentication.

Integration run

Every piece of data that passes through the workflow system counts as an integration run. That means if your integration adds 20 tasks to Kissflow Project, your integration has just performed 20 integration runs. Each time an integration run occurs, you save yourself a manual job. You can keep track of all the integration runs from the Run history of your integration page.


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