Connections, auth and API

How do I get data from an external system into a process?

Import or sync the data into a dataset, connect MySQL or MSSQL with an external data object, call the system's API with the HTTP connector, or receive it with Catch a webhook.

How-to

Short answer: Pick the route that fits the source: a dataset for lookups, an external data object for a live SQL database, the HTTP connector for an API, or a webhook trigger for tools that can push data.

Why it happens

Kissflow has no built-in trigger for many outside tools, such as Google Forms or Google Sheets. The data has to come in through a dataset, an external data object, or an integration.

How to fix it

To use the data in lookup fields:

  1. Import it into a dataset, or keep it in sync with an integration. See Importing and exporting data from a dataset.
  2. Add a lookup field in the process form that points to the dataset.

To read a SQL database live, without copying it:

  1. Set up an external data connection. This supports MySQL and MSSQL 2017 and later.
  2. Configure an external data object and use it as a lookup source.

To pull from a system that has an API:

  1. Create an integration and add a HTTP connector action such as Make an HTTP call (GET).
  2. Map the response into Create and submit a new item or Update an item.

To receive data from a tool that can't be polled, such as Google Forms:

  1. Create an integration with the Webhooks by Kissflow trigger Catch a webhook (POST) and copy its URL.
  2. Send the data to that URL with a script or an automation tool.
  3. Add Create and submit a new item and map the payload fields.

To send data out, call the other service's API with Make an HTTP call (POST), if it accepts one.

Important

External data objects are an Enterprise feature for Kissflow apps, available on request. Webhook payloads are limited to 2 MB. To send attachments over HTTP, use Make an HTTP call (Custom) with a Form Data body. The plain POST action doesn't send files.

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