Ziflow’s all-new in-app experience allows users to manage the entire creative proofing process directly within monday.com tasks. This makes creative asset management more accessible and more efficient, eliminating file size restrictions and simplifying workflow automation.

This guide provides step-by-step instructions for administrators and users on configuring and using the Ziflow integration within their monday.com account.

Start the installation process by going to the monday marketplace and searching for the Ziflow Collaborative Proofing app. Then, add the Ziflow application to your monday.com account, as shown in the animation below.

Please note that integrating Ziflow to monday.com can only be done by users with admin privileges in both Ziflow and monday.com.

Now, you can navigate to the monday.com project where you'd like to install the Ziflow widget and open any existing task on the list. Click on an Add view button and search for Ziflow. Please select the Ziflow Proofs Preview app from the views list. A new tab will be added to your views list on the opened task.

Next, click the Connect button, which will redirect you to Ziflow. If you're not already signed in, please log in and follow the widget installation wizard as outlined below.

Once the widget is installed and the integration between Ziflow and monday.com is authorized, all users with access to the board can start using the Ziflow Proofs Preview flyout to create, manage, and view proofs directly within monday.com.

Once installed by your monday.com administrator, the Ziflow flyout widget is available in the Item Views tab when you select a task from your monday.com board.

Upon opening the Ziflow Proof Preview item view, you will notice basic details (thumbnail, status, deadline, number of comments/replies, owner, and Review button) of the proof linked to the selected monday.com item.

If you're already signed in to your Ziflow account, click the Review button to be redirected to the Ziflow Proof Viewer and start the review process. If you’re not signed in yet, you can log in by selecting the Sign In option or by clicking the Review button and signing in within the Proof Viewer.
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Once logged in to Ziflow, you will have access to proof management actions. Please note that access to the proof and various management options depends on the permissions granted by the proof owner.

You can read more about proof management options within the Ziflow Proofs Preview item view on monday.com.

To start creating proofs from the Ziflow widget, you must be signed into your Ziflow account. You can log in to Ziflow before accessing the monday.com site and begin uploading proofs immediately, or you can open the Ziflow widget within monday.com and sign in directly from there.

The proof creation process works just as it would if you were creating a proof directly in Ziflow. For more details on specific steps of the proof creation process, please take a look at our article on Uploading New Proofs in Ziflow.

We also support creating multiple proofs within a single monday.com task, allowing you to link several projects to a single monday.com task if needed.

Every proof created from the Ziflow widget is automatically populated with integration fields. This guarantees that whenever someone opens a proof created in the widget, they’ll see the relevant monday.com task details under the Integrations tab in Ziflow.

Thanks to filling out integration fields, users who open proofs in Ziflow can easily see if a proof is linked to a monday.com task and access it directly on the monday.com site.

To open a proof from the monday.com task level, users need to open the task in flyout mode and click the Review button.

Clicking the Review button will redirect you to the Ziflow Proof Viewer, where you can leave feedback and make decisions based on the permissions granted by the proof owner.

Depending on the proof's security settings set by the proof owner, you may be required to sign in to Ziflow before you can add comments or make decisions.

Users who need to manage proofs linked to monday.com items or create new proof versions can also use the Ziflow widget within monday.com. You must be the proof owner or have management/share rights to add a new version, share a proof, or open a proof in edit mode.

To access the options mentioned above, open the monday.com task and click the ellipsis button. This will open an actions menu with several options:

Due to the design of the Ziflow widget, users must have third-party cookies enabled in their browsers. Please take a look at this article for detailed instructions on enabling cookies in your browser.

If you're already integrated with monday.com using our monday.com Zibots or webhooks functionality and would like to take advantage of the latest enhancements to our integration with monday.com, we suggest you read the information in the following article.