Summary: With our newest monday.com app integration, users can start pushing proofs to Ziflow directly within monday.com boards. This integration allows automatically creating proofs based on files added to monday.com items.

Follow instructions on how to:

How to connect monday.com with Ziflow

As a first step when setting up the integration, you will need to install the Ziflow App to let Ziflow connect with your monday.com board.

 Install the Ziflow App to let Ziflow connect with your monday.com board

Once Ziflow App is installed in your monday.com account, please open the board which you want to connect with Ziflow and select Ziflow integration from the Integrations Center of your board.

Open monday.com board which you want to connect Ziflow to

In the next step, you'll be asked to select a recipe from a list. As of now, there are two types of integrations, but we'll be adding more scenarios very soon:

  • When an item with a file is created using a form, create a proof in Ziflow

  • When adding a file to a Files column, create a proof in Ziflow

Select type of recipe that you want to use in monday.com

When an item with a file is created using a form, create a proof in Ziflow


After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow, simply click on the "Authorize" button, and then confirm adding the integration to your board.

Authorize monday.com to allow creating proofs in Ziflow


When adding a file to a Files column, create a proof in Ziflow

After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow, simply click on the "Authorize" button, and then confirm adding the integration to your board. Please note that during this configuration you can also choose an already added file column or add a new one.

Authorize monday.com to allow creating proofs in Ziflow

How to start submitting proofs using monday.com?

The way of triggering a new proof from monday.com depends on the selected type of integration:

  1. When an item with a file is created using a form, create a proof in Ziflow

  2. When adding a file to a Files column, create a proof in Ziflow


When an item with a file is created using a form, create a proof in Ziflow

1. Use monday.com Form to add a New item

Firstly, make sure that you've added a Files column to your board. Then add monday.com Form by clicking on the Add view button.

Add a files column to your board and the create a form that will be used for uploading assets

The created form can be used for adding new monday.com items along with files that will be pushed to Ziflow.

Open added monday.com form and upload files that will appear in your monday.com board and then will be sent to Ziflow

This mechanism will automatically add a new item to your monday.com board each time someone submits a Form. When a new item is added to the board, the Integration will send a file to Ziflow, and a new Proof will be added.


When adding a file to a Files column, create a proof in Ziflow

1. Add a file directly from an Add/Manage file picker or drag & drop the file directly in a file column

Click on an Add/Manage files button for the monday.com item where you want to place a proof and upload the file using your preferred method

Adding assets to file column in monday.com

Alternatively, you can also simply drag & drop the file in a file column:

Uploading assets to monday.com using drag & drop method

How Ziflow notifies monday.com about created/failed proofs?

After connecting monday.com with Ziflow, you will notice two flows being automatically added to the list of your Ziflow flows.

Flows that will inform about created/failed proofs are added automatically to Ziflow flow list

These flows will be sending information about proofs being successfully created or when a proof fails. This way you'll be notified about such events inside your monday.com account.

Notifications about created/failed proofs inside monday.com

When proof is updated, update the monday.com item

1. You'll need to start building the automation by adding a new Ziflow app connection. This application will automatically populate custom properties for groups and boards.

Go to Connect -> Applications and then click on the + Connect Application button in the upper right corner.

Connecting a new application in Connect tab at Ziflow

Once you click on the connect button, select Ziflow from the list. You'll need to name the connection and enter your API key.

Connect with Ziflow application using API key copied from profile settings

2. Add a new flow with Ziflow selected as an event.

Adding a new flow with Ziflow selected as an event

3. In the next step select New proof/Version as an event trigger. You may also specify in which folder or on which proofs this flow should operate.

Selecting New proof/Version as an event trigger

4. Once you're done setting up an event trigger, you can start adding Zibots which will perform the required changes. The first one will be Write update to monday.com item Zibot.

Choosing the Write update to monday.com item Zibot

For Item ID field, please select the proof pass-through value token from the list. This pass-through value is basically a monday.com item ID. Inside the Text field, I selected proof name and public link tokens.

5. Next will be Obtain monday.com item details Zibot. Inside this Zibot please also use the pass-through value token.

Choosing the Obtain monday.com item details Zibot

6. Add Update proof custom property Zibot, select required custom property (in my case it is monday.com Item ID). For the text field, please use the pass-through value again.

Adding Update proof custom property Zibot

7. Add another Update proof custom property Zibot, and select the required custom property (in my case it is monday.com Board ID). For the text field, please use the response token from the Obtain monday.com item details.

Add Update proof custom property Zibot

8. The last Zibot to be added is Update proof custom property which will update the monday.com Group ID. Choose monday.com Group ID in the custom property field and then Group ID response token in the Text field.

Adding the update proof custom property Zibot in monday.com integration


Additional information:

  • Currently, in monday.com you cannot control how the proofing project will look on the Ziflow side. Proofs are created with a single reviewer (proof owner) and with empty proof settings. You can however edit the proof afterward and adjust it according to your needs. Simply open the Proof Details Page, add reviewers & edit needed settings.

    Adjusting proof workflow after it's been created by the integration with monday.com
  • We support only creating new proofs. At this moment there is no possibility of adding new proof versions.

  • monday.com has a limit of 500Mb for file uploads, and it supports only the following file formats: PNG, JPEG, Word, PDF, Excel, GIF, MP4, SVG, TXT, AI

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