Release Notes

Automation Field Updates

The Change Field Value automation action now supports updating multiple fields in a single step. This enhancement streamlines automation configuration and reduces the need for repetitive actions when modifying and clearing records.

Other Enhancements

• Automation Configuration Stability: Automations with invalid configurations will no longer fail to load entirely, preventing disruption caused by misconfigured steps.

• SmartConnector Dry Run Validation: Smart Connectors now require required configuration steps to be completed before allowing a dry run, with clearer error messaging to guide setup.

• SmartConnector Execution Reporting: Run reports now accurately reflect successful uploads and execution outcomes, eliminating misleading partial success messages.

• Calendar Dashlet Duration Display: Multi-hour events now visually span all affected time blocks in Calendar Dashlets, improving clarity for scheduling workflows.

• Team Member Overview Filters: The Team Member table now supports filtering by roles and permission groups, aligned with filtering behavior across Contacts and Custom Objects.

• Plugin Wizard Calendar Artifact Support: The Plugin Wizard now supports publishing apps using the new Calendar data source artifact.

• AI Model Updates: Deprecated AI models have been replaced with supported provider models to ensure continued reliability in AI-powered workflows.

• Developer Documentation Enhancements: New developer documentation for Custom Fields and Records is now available under the Objects section, providing foundational guidance on the data model, structure, and permissions functionalities.

Read the Documentation

Introducing the Notification Center

We’re excited to introduce the Notification Center, a new in-app experience that keeps important alerts, updates, and system messages in one place, right inside Kizen.

The Notification Center replaces scattered email notifications with a centralized workspace, helping you quickly see what needs attention and take action without disrupting your workflow.

Instead of digging through inboxes or wondering whether background tasks completed, the Notification Center gives you real-time visibility into key activity across the platform.

With this release, you can:

• Proactively spot Broadcast, Automation or Activity webhook failures

• Track asynchronous work such as exports and bulk actions

• Reduce inbox volume by managing alerts directly in Kizen

• Act faster with built-in actions and direct links to related events

The Notification Center will continue to evolve. Additional events will be introduced over time, and the experience will be refined as we learn how teams use notifications in their daily workflows.

Designed for Speed and Clarity

Access the Notification Center from the new bell icon in your toolbar. Visual indicators highlight unread, in-progress, or high-priority notifications so you know what to focus on at a glance.

Inside the Notification Center, you can search, filter, and organize notifications by type, date, scope, read status, or archive state, and take bulk actions to keep things tidy. Your filters and search preferences are remembered automatically.

Built for Teams

Notifications support both user-level and business-level visibility, allowing teams to share responsibility for monitoring operational health and responding quickly when action is needed.

Smarter Alerts, Less Clutter

Notifications are automatically archived over time, and older items are removed to keep the experience fast and focused. The result is a notification stream that surfaces what matters without unnecessary volume.

Expanded Field Update Trigger and Goal Conditions

Field update triggers for all field types now support additional condition options, including Contains, Does Not Contain, Values Added, and Values Removed. These options allow automations to run based on specific changes to tags, multi-select relationships, and checkbox fields.

Other Enhancements

• Notification Center: A new in-app workspace for viewing, filtering, and managing system alerts, automation failures, exports, and other operational notifications directly within Kizen, with search, bulk actions, and shared team visibility.

• Code Step Library Expansion: Code Steps now support the python-dateutil library, enabling more robust and flexible date parsing and manipulation in automation workflows.

• Billing Seat Calculation Updates: Users with example.com email addresses are now excluded from billable seat counts, consistent with existing behavior for kizen.com support users.

• Global Automations: Global Automations are now available to all users.

Update Multiple Fields in Single Step

The Update Field Value automation action now supports updating multiple fields within a single step. This reduces the need for duplicate actions, simplifies automation logic, and makes complex workflows easier to build and maintain. Admins and builders can now make coordinated updates across several fields without introducing unnecessary branching or extra configuration.

Other Improvements

• SmartConnectors Debugging Improvements: Users can now download partial SQL output when a SmartConnectors test execution fails. This makes it easier to understand where queries are breaking and speeds up troubleshooting during connector configuration.

• Automation Create Action: Configurable Behavior for Duplicate and Archived Records: The Create Record automation action now lets you control what happens when a record with the same name already exists. Builders can choose to error, create a copy, delete and replace an archived record, or unarchive the existing record. These settings persist when steps are copied, automations are duplicated, or configurations are exported and imported.

• Granular AI Configuration Controls: Admins can now enable or disable AI capabilities at a more granular level using the AI Plugin App configuration, allowing for tighter governance and more controlled feature rollout.

• SmartConnectors Usability Improvements: Scope names are now shown in the Variables to Exclude from New Data Check configuration, and Team Associations are now supported in Reference Data. These updates improve clarity when managing complex datasets.

• Admin & Platform Improvements: Admin tooling and platform reliability were improved with stronger validation when importing configurations with missing permissions, and broader UI support for international area codes.

• API & Documentation Enhancements: The public API documentation now includes the new presigned-post endpoint GET /api/s3/presigned-post which allows you to upload files directly to S3.

Read the Documentation

• Developer Documentation Enhancements: New conceptual developer documentation for Objects and Contacts is now available, providing foundational guidance on the data model, structure, and permissions functionalities.

Read the Documentation

Summary Explanation in Donut Charts

Donut charts now display a customizable center summary that accurately reflects the selected record count.

Other Improvements

• Automation Actions & Record Variables: Automation actions have been split into Start Automation and Modify Automation actions, enabling the use of record variables to start or manage automations on related records.

• Variable Handling & Validation: Code Step variables now support all phone number fields (including Home Phone), UUID variables are restricted to valid field types, and removing a variable only invalidates its associated Update Variable action.

• Scheduling & Trigger Reliability: Automations that schedule activities with Skip Non-Working Days enabled now correctly respect Business Calendar holidays, and date-based creation triggers no longer fail when encountering null or undefined values.

• Webhooks & Integration Stability: Webhook-triggered automations now support Boolean, Team Member, Object Record, Date, and DateTime variables without execution failures, and email sync integrations now handle expired or revoked credentials without repeated hard failures.

• Documentation Updates: Launched new technical documentation in GitBook, including comprehensive coverage of Activities concepts, data models, permissions, and API reference documentation.

Read the Documentation

Enhanced Plugin Automation & Actions

You'll notice that plugins can now publish automation steps and manage sandbox builds.

These plugins can now leverage advanced JS actions with templates, versioning, and configuration assistance.

Other Improvements

• Automation Builder Enhancements: New variable-only filter builder for Global Automations enables cleaner, more reliable condition logic when filtering exclusively on runtime variables.

• Automation Reliability & Execution Improvements: Improved automation debugging and execution handling, including clearer debugger messaging for Global Automations. The AI Automation Builder now supports additional libraries, including paramiko, enabling SFTP-based automation scenarios.

• Integrations & Data Platform Enhancements: SmartConnectors now support phone number fields as reference data, expanding mapping capabilities. Plugin lifecycle handling has been strengthened to ensure proper cleanup during uninstall and deletion.

• Localization Improvements: Enhanced translation extraction ensures UI strings are consistently captured and translated across all supported languages.

Bring Your Own Amazon SES

Teams can now connect their own Amazon SES accounts to send email through their organization’s infrastructure, improving deliverability and compliance.

Admins gain greater control over domain reputation, security policies, and sending configuration.

Read the Documentation

Other Improvements

• Dashboard & Chart Access Controls: Access requests for dashboards and chart groups now enforce correct maximum permissions, improving security and giving admins clearer control with less manual review.

• Plugin-Provided Automation Step: Plugins can now register their own automation steps that behave just like native steps, enabling flexible, modular workflow design and deeper extensibility for advanced custom integrations.

• JS Action templates in Object Actions Menu: Plugins can now register JS Action Templates directly into the Object Actions Menu, making it easier to run custom actions from any object record.

• Automation Action Config Conflict Resolution Options: Automation Action Config now includes new conflict resolution modes for external integrations, giving users more control when updating or syncing data.

• Knowledge Library-Configure Online Source: You can now configure online sources directly inside the Knowledge Library, making it easier to manage external documentation or reference content.

• AI & Retrieval Improvements: The Knowledge Library now uses an improved indexing and retrieval pipeline for more accurate responses, and AI Chat is more stable with better handling of Custom Object–based queries.

• Platform Reliability & Security: Authentication is more stable, Knowledge Base scalability is enhanced with new Postgres databases, and deployment reliability is improved through updated Jenkins artifact configuration.