Summary: With our newest monday.com app integration, users can start pushing proofs to Ziflow directly within monday.com boards. This integration automatically creates proofs based on files added to monday.com items.
This article outlines how described functionality appears and operates in the old layout. If you are using Dashboard 2.0, please refer to the corresponding article in the Help Center.
Available on: Standard, Pro, and Enterprise editions.
Follow the 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.
Once the Ziflow App is installed in your monday.com account, please open the board that you want to connect with Ziflow and select Ziflow integration from the Integrations Center of your board.
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
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, click the "Authorize" button and confirm adding the integration to your board.
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, click the "Authorize" button and 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.
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:
When an item with a file is created using a form, create a proof in Ziflow.
1. Use the monday.com Form to add a New item
Firstly, make sure that you've added a Files column to your board. Then, add the monday.com Form by clicking on the Add view button.
The created form can be used to add new Monday.com items along with files that will be pushed 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.
Alternatively, you can also drag & drop the file in a file column:
How does Ziflow notify 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.
These flows will send 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.
When proof is updated, update the monday.com item (Pro and Enterprise editions only).
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.
Once you click on the connect button, select Ziflow from the list. You'll need to name the connection and enter your API key.
2. Add a new flow with Ziflow selected as an event.
3. select New proof/Version as an event trigger in the next step. You may also specify in which folder or on which proofs this flow should operate.
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 the monday.com item Zibot.
For the 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.
6. Add Update proof custom property Zibot, and select the required custom property (in my case, it is monday.com Item ID). For the text field, please use the pass-through value again.
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.
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.
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.
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