Kissflow

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Kissflow
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Getting Started with Kissflow

Prerequisites

A Kissflow account – create an account at kissflow.com/.

Connecting Kissflow to

To connect your Kissflow account to Boost.space Integrator you need to obtain the API Key, Subdomain, and Account ID from your Kissflow account and insert it in the Create a connection dialog in the Boost.space Integrator module.

1. Log in to your Kissflow account.

2. Click Your Profile Icon > My Profile > API Keys.

3. Copy the Account ID, and API Key details to a safe place.

4. Go to Boost.space Integrator and open the Kissflow module’s Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key details in step 3.

7. In the Subdomain field, enter the domain name from your account URL address. For example, {subdomain}.kissflow.com.

8. In the Account ID field, enter the account ID copied in step 3, and click Continue.

The connection has been established.

Channel Post

Watch Channel Announcements

Triggers when a channel announcement is created or updated.

Connection	Establish a connection to your Kissflow account.
Watch Process Items	Select or map the option to watch the channels: By Created Time By Updated Time
Channel ID	Select or map the Channel ID whose announcements you want to watch.
Limit	Set the maximum number of announcements Boost.space Integrator should return during one execution cycle.

List Channel Announcements

Retrieves a list of the announcements in a channel.

Connection	Establish a connection to your Kissflow account.
Channel ID	Select or map the Channel ID whose announcements you want to list.
Limit	Set the maximum number of announcements Boost.space Integrator should return during one execution cycle.

Get a Channel Post

Retrieves a channel post.

Connection	Establish a connection to your Kissflow account.
Channel ID	Select or map the Channel ID whose post details you want to retrieve.
Post ID	Select or map the Post ID whose details you want to retrieve.

Create a Channel Post

Creates a channel post.

Connection	Establish a connection to your Kissflow account.
Channel ID	Select or map the Channel ID in which you want to create the post.
Contents	Add the post contents:Text TypeSelect or map the text type you want to add.Text ContentEnter (map) the text content.

Add an Attachment to a Channel Post

Adds a new announcement to a channel post.

Connection	Establish a connection to your Kissflow account.
Channel ID	Select or map the Channel ID to which you want to add the attachment.
Post ID	Select or map the Post ID to which you want to add an attachment.
File Name	Enter (map) the including the file extension. For example,
Data	Enter (map) the data of the attachment.

Delete a Channel Post

Deletes a channel post.

Connection	Establish a connection to your Kissflow account.
Channel ID	Select or map the Channel ID whose post details you want to delete.
Post ID	Select or map the Post ID whose details you want to delete.

Case Item

List Case Items

Retrieves a list of case items.

Connection	Establish a connection to your Kissflow account.
Case ID	Select or map the Case ID whose items you want to list.
Limit	Set the maximum number of case items Boost.space Integrator should return during one execution cycle.

Get a Case Item

Returns the data of the specified case item.

Connection	Establish a connection to your Kissflow account.
Case ID	Select or map the Case ID whose item details you want to retrieve.
Item ID	Select or map the Item ID whose details you want to retrieve.

Create a Case Item

Creates a new case item.

Connection	Establish a connection to your Kissflow account.
Case ID	Select or map the Case ID whose item details you want to retrieve.
Item Title	Select or map the Item ID whose details you want to retrieve.
Assigned To	Select or map the user to whom the item is assigned.
Due Date	Enter (map) the date by when the item should be completed. See the list of supported date and time formats.
Description	Enter (map) the item details.
Texter	Enter (map) the texter details of the item.
Long Texter	Enter (map) the long texter details of the item.
Attachment	Add the attachments to the item: Name of Attachment Field Select or map the name of the attachment field. For example, attachment. File Name Enter (map) the file name including the file extension. For example, invoice.xml. Data Enter (map) the file data.
Custom Fields	Add the custom fields: Key Enter (map) the field name. Value Type Select or map the field value type. Value Enter (map) the key value.

Update a Case Item

Updates an existing case item.

Connection	Establish a connection to your Kissflow account.
Case ID	Select or map the Case ID whose item details you want to retrieve.
Item Title	Select or map the Item ID whose details you want to retrieve.
Assigned To	Select or map the user to whom the item is assigned.
Due Date	Enter (map) the date by when the item should be completed. See the list of supported date and time formats.
Description	Enter (map) the item details.
Texter	Enter (map) the texter details of the item.
Long Texter	Enter (map) the long texter details of the item.
Attachment	Add the attachments to the item: Name of Attachment Field Select or map the name of the attachment field. For example, attachment. File Name Enter (map) the file name including the file extension. For example, invoice.xml. Data Enter (map) the file data.
Custom Fields	Add the custom fields:Key Enter (map) the field name. Value Type Select or map the field value type. For example, text. Value Enter (map) the key value.

Delete a Case Item

Deletes a case item.

Connection	Establish a connection to your Kissflow account.
Case ID	Select or map the Case ID whose item details you want to delete.
Item ID	Select or map the Item ID you want to delete.

Project Item

List Project Items

Retrieves a list of project items.

Connection	Establish a connection to your Kissflow account.
Project ID	Select or map the Project ID whose item details you want to list.
Limit	Set the maximum number of project items Boost.space Integrator should return during one execution cycle.

Get a Project Item

Retrieves a project item.

Connection	Establish a connection to your Kissflow account.
Project ID	Select or map the Project ID whose item details you want to retrieve.
Item ID	Select or map the Item ID whose details you want to retrieve.

Create a Project Item

Creates a new project item.

Connection	Establish a connection to your Kissflow account.
Project ID	Select or map the Project ID for which you want to create the item.
Item Title	Enter (map) the item name.
Assigned To	Select or map the user to whom the item is assigned.
Due Date	Enter (map)the date by which the item should be completed. See the list of supported date and time formats.
Description	Enter (map) the item details.
Texter	Enter (map) the texter details of the item.
Attachment	Add the attachments to the item:Name of Attachment FieldSelect or map the name of the attachment field. For example, attachment.File NameEnter (map) the file name including the file extension. For example, invoice.xml.DataEnter (map) the file data.
Image	Add the attachments to the item: Name of Attachment FieldSelect or map the name of the attachment field. For example, `image`. File NameEnter (map) the file name including the file extension. For example, `invoice.png`. DataEnter (map) the file data.
Custom Fields	Add the custom fields: KeyEnter (map) the field name. Value TypeSelect or map the field value type. For example, `text`. ValueEnter (map) the key value.

Update a Project Item

Updates an existing project item.

Connection	Establish a connection to your Kissflow account.
Project ID	Select or map the Project ID for which you want to create the item.
Item Title	Enter (map) the item name.
Assigned To	Select or map the user to whom the item is assigned.
Due Date	Enter (map)the date by which the item should be completed. See the list of supported date and time formats.
Description	Enter (map) the item details.
Texter	Enter (map) the texter details of the item.
Attachment	Add the attachments to the item: Name of Attachment FieldSelect or map the name of the attachment field. For example, `attachment`. File NameEnter (map) the file name including the file extension. For example, `invoice.xml`. DataEnter (map) the file data.
Image	Add the attachments to the item: Name of Attachment FieldSelect or map the name of the attachment field. For example, `image`. File NameEnter (map) the file name including the file extension. For example, `invoice.png`. DataEnter (map) the file data.
Custom Fields	Add the custom fields: KeyEnter (map) the field name. Value TypeSelect or map the field value type. For example, `text`. ValueEnter (map) the key value.

Delete a Project Item

Deletes a project item.

Connection	Establish a connection to your Kissflow account.
Project ID	Select or map the Project ID whose item details you want to delete.
Item ID	Select or map the Item ID you want to delete.

Process Item – For Admins Only

Watch Process Items

Triggers when a process item is created, updated or completed.

Connection	Establish a connection to your Kissflow account.
Watch Process Items	Select or map the option to watch the processes: By Created Time By Updated Time
Process ID	Select or map the Process ID you want to watch.
Limit	Set the maximum number of processes Boost.space Integrator should return during one execution cycle.

List Process Items

Retrieves a list of the process items.

Connection	Establish a connection to your Kissflow account.
Process ID	Select or map the Process ID whose details you want to list.
Limit	Set the maximum number of processes Boost.space Integrator should return during one execution cycle.

Get a Process Item

Retrieves a process item.

Connection	Establish a connection to your Kissflow account.
Process ID	Select or map the Process ID whose details you want to list.
Limit	Set the maximum number of processes Boost.space Integrator should return during one execution cycle.

Create a Process Item

Creates a process item.

Connection	Establish a connection to your Kissflow account.
Process ID	Select or map the Process ID for which you want to create an item.
Required Before	Enter (map) the date before which the item must be completed. See the list of supported date and time formats.
PR Estimate	Enter the price estimated for the item. For example, `200 USD`.
Have you received the request items?	Select whether you have received the requested item.
GIN Number	Enter (map) the item’s GIN number.
SRN Number	Enter (map) the item’s SRN number.
Type of Purchase	Enter (map) the item’s purchase type.
Department Head	Enter (map) the department head name to which the item belongs.
Purchase Request Number	Enter (map) the item’s purchase request number.
Purchase Request Date	Enter (map) the date on the purchase request of the item. See the list of supported date and time formats.
Total Catalog Amount	Enter (map) the total catalog amount of the item.
Total Non-Catalog amount	Enter (map) the non-catalog amount of the item.
Requester Name	Enter (map) the person’s name who has requested the item.
Requester Department	Enter (map) the person’s department who has requested the item.
Attachment	Add the attachments to the item: Name of Attachment Field Select or map the name of the attachment field. For example, `attachment`. File Name Enter (map) the file name including the file extension. For example, `invoice.xml`. Data Enter (map) the file data.
Image	Add the attachments to the item: Name of Attachment Field Select or map the name of the attachment field. For example, `attachment`. File Name Enter (map) the file name including the file extension. For example, `invoice.png`. Data Enter (map) the file data.
Custom Fields	Add the custom fields: Key Enter (map) the field name. Value Type Select or map the field value type. For example, `text`. Value Enter (map) the key value.
Submit an Item	Select the checkbox if you want to submit the item.

Update a Process Item

Updates an existing process item.

Connection	Establish a connection to your Kissflow account.
Process ID	Select or map the Process ID for which you want to create an item.
Item ID	Select or map the Item ID whose details you want to update.
Required Before	Enter (map) the date before which the item must be completed. See the list of supported date and time formats.
PR Estimate	Enter the price estimated for the item. For example, 200 USD.
Have you received the request items?	Select whether you have received the requested item.
GIN Number	Enter (map) the item’s GIN number.
SRN Number	Enter (map) the item’s SRN number.
Type of Purchase	Enter (map) the item’s purchase type.
Department Head	Enter (map) the department head name to which the item belongs.
Purchase Request Number	Enter (map) the item’s purchase request number.
Purchase Request Date	Enter (map) the date on the purchase request of the item. See the list of supported date and time formats.
Total Catalog Amount	Enter (map) the total catalog amount of the item.
Total Non-Catalog amount	Enter (map) the non-catalog amount of the item.
Requester Name	Enter (map) the person’s name who has requested the item.
Requester Department	Enter (map) the person’s department who has requested the item.
Attachment	Add the attachments to the item: Name of Attachment Field Select or map the name of the attachment field. For example, attachment. File Name Enter (map) the file name including the file extension. For example, invoice.xml. Data Enter (map) the file data.
Image	Add the attachments to the item: Name of Attachment Field Select or map the name of the attachment field. For example, `attachment`. File Name Enter (map) the file name including the file extension. For example, `invoice.png`. Data Enter (map) the file data.
Custom Fields	Add the custom fields: Key Enter (map) the field name. Value Type Select or map the field value type. For example, `text`. Value Enter (map) the key value.
Submit an Item	Select the checkbox if you want to submit the item.

Delete a Process Item

Deletes process items.

Connection	Establish a connection to your Kissflow account.
Process ID	Select or map the Process ID whose details you want to list.
Limit	Set the maximum number of processes Boost.space Integrator should return during one execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Kissflow account.
URL	Enter a path relative to `https://{subdomain}.kissflow.com`. For example: `/flow/1/{account_id}/explore` For the list of available endpoints, refer to the Kissflow API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use – List Channel Announcements

The following API call returns all the announcements for the specified channel from your Kissflow account:

URL:

/channel/1/<account_id>/<channel_id>/announcement

Method:

GET

Matches of the search can be found in the module’s Output under Bundle > Body.

In our example, 2 announcements were returned:

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