An automated workflow using zapier
Connects KiSSFLOW + Gmail
Send emails on Gmail for changed KiSSFLOW workflow steps
About this workflow template
This automation scenario allows you to connect KiSSFLOW and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
KiSSFLOW and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in KiSSFLOW
Change of Workflow Step in KiSSFLOW
Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send emails on Gmail for changed KiSSFLOW workflow steps.
Part I
Configure Applications
First, we need to connect KiSSFLOW and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect KiSSFLOW to Zapier.
Give Zapier access to your KiSSFLOW account, using KiSSFLOW credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for KiSSFLOW
Choose the following trigger: Change of Workflow Step (Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between KiSSFLOW and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails on Gmail for changed KiSSFLOW workflow steps!
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Initiates a new request for a chosen process , populates requisite fields and then submits the request for processing.
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Approve a request to move it to its next step in the workflow process.
actionbyzapierCreate a draft request
Creates a new request for a chosen process , populates requisite fields and saves it in the 'Draft' folder of KiSSFLOW.
actionbyzapierAdd an attachment to a channel post
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