Tips and Tricks | KiSSFLOW Help Center

Tips and Tricks

Formulas, functions, APIs, integrations, and other secret powers

28 articles in this collection
Written by Flo

Integrating KiSSFLOW with Salesforce

Connecting KiSSFLOW to Salesforce through Zapier to perform multiple actions

Written by Flo
Updated over a week ago

Integrating KiSSFLOW with MailChimp

Connecting KiSSFLOW to MailChimp through Zapier to perform multiple actions

Written by Flo
Updated over a week ago

Troubleshooting Access to KiSSFLOW

How to use KiSSFLOW if you face any connection problems

Written by Flo
Updated over a week ago

Save as Template

How to create a template that you can use to initiate regularly occurring similar items

Written by Flo
Updated over a week ago

Displaying Leave Balances on a Form

Set up your form to display the amount of Paid Time Off remaining from various categories of leave.

Written by Flo
Updated over a week ago

Initiate an Item by URL

Give your users a simple link that directly goes to starting a specific workflow

Written by Flo
Updated over a week ago

Bulk Initiate Items

How to start multiple workflows at the same time using a spreadsheet

Written by Flo
Updated over a week ago

Creating Updating Budget Limits

Using masters to set up budgets that update as a user makes requests

Written by Flo
Updated over a week ago

API Documentation

REST API Points

How to set up REST APIs to create, update, and submit requests

Written by Flo
Updated over a week ago

Enabling APIs in Google Apps

How to set up API access as a Google Apps adminstrator

Written by Flo
Updated over a week ago

Attachment Creation and Deletion API

How to create and delete attachments through APIs in KiSSFLOW

Written by Flo
Updated over a week ago

Creating a Child Table and Attachment while Creating a Request API

Written by Flo
Updated over a week ago

Child Table Creation, Updation, and Deletion API

Written by Flo
Updated over a week ago

Master CSV Import Through API

Written by Flo
Updated over a week ago

Formulas and Functions

Functions And Formulas Overview

How to use Formulas and Functions within KiSSFLOW

Written by Flo
Updated over a week ago

System Formulas

Written by Flo
Updated over a week ago

Logical Functions

How to use Logical Functions in KiSSFLOW

Written by Flo
Updated over a week ago

Date And Time Functions

How to use Data and Time Functions in KiSSFLOW

Written by Flo
Updated over a week ago

D Functions

Written by Flo
Updated over a week ago

Text Functions

Written by Flo
Updated over a week ago

Math Functions

Written by Flo
Updated over a week ago

Integrations

Connecting KiSSFLOW to G Suite with Google Apps Script

Connecting KiSSFLOW to your Google Apps through Apps Script

Written by Flo
Updated over a week ago

Integrating KiSSFLOW and Zapier

Linking your KiSSFLOW account with Zapier to trigger actions in other software

Written by Flo
Updated over a week ago

Automated Emails Through WebMerge

Using WebMerge to send a merged document or PDF with data from your fields to someone in the workflow

Written by Flo
Updated over a week ago

Integrating KiSSFLOW and Google Drive

Using Zapier to create new folders and upload files in Google Drive

Written by Flo
Updated over a week ago

Integrating KiSSFLOW and Google Calendar

Using Zapier to add and update events in Google Calendar

Written by Flo
Updated over a week ago

Integrating KiSSFLOW and Google Sheets

Written by Flo
Updated over a week ago

Integrating KiSSFLOW with Quickbooks

Connecting KiSSFLOW to Quickbooks to create new invoices, customers, and other actions

Written by Flo
Updated over a week ago