Summary: Having the ability to keep your projects in sync as proofs progress through the review and approval workflow, or being able to create proofing tasks for reviewers in your PM tool is a valuable component that Ziflow offers. We are actively working on extending our Zibots and integrations platform.

Available for: Users with Admin privileges on Business & Enterprise editions.

Our Webhook Zibot allows you to trigger a flow when the following events occur on a proof:

  • New proof/version: triggers when a new proof is ready for review.

  • Decision: triggers when a decision is made by a reviewer or when a decision is updated on the stage and/or proof.

  • New comment/reply: triggers when a reviewer adds a comment/reply to the proof.

  • Comment resolved: triggers when a comment is marked as resolved.

  • Comment labeled: triggers when a reviewer labels a comment.

  • Proof updated: triggers when the proof folder, setting, or custom property is being changed.

  • Stage updated: triggers when a stage is started or when a reviewer is added/removed.

Learn how to:

  1. Create a flow

  2. Set up Flow Event settings

  3. Configure Zibots (or add a Path)


Create Flow

Click on the Connect tab in the upper left corner of the screen, then click on the + Create flow button. Instead of connecting to cloud storage, select the Ziflow application.

Create flow with Ziflow as an application

Set up Flow Event settings

The first step is selecting the event that will trigger your Zibot:

Set up Flow Event settings in Ziflow

Next, you will be presented with the event details page, which will vary depending on which event you select:

  1. New proof/version

  2. Decision made

  3. New comment/reply

  4. Comment resolved

  5. Comment labeled

  6. Proof updated

  7. Stage updated


New proof/version

New proof/version event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot.

  2. Created in - select the Ziflow folder that this flow will monitor.

  3. Created by - select the user that will be responsible for this flow activation.


Decision made

Decision made event settings in Ziflow
  1. Triggered by decision made - select what level decision needs to be made to activate the flow.

  2. Type of decision - choose the type of decision that needs to be made to activate the flow.

  3. Created in - select the Ziflow folder that this flow will monitor.


New comment/reply added

New comment/reply added event settings in Ziflow
  1. Triggered by new comment / new reply - choose which option should activate the flow.

  2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.

  3. Created in - select the Ziflow folder that this flow will monitor.


Comment resolved

Comment resolved event settings in Ziflow
  1. Created in - select the Ziflow folder that this flow will monitor.


Comment labeled

Comment labeled event settings in Ziflow
  1. Comment is labeled as - select which label(s) should trigger a Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.


Proof updated

Proof updated event settings in Ziflow
  1. Triggered by - select which type of the proof updated event should trigger the Zibot

  2. Modified in - choose the Ziflow folder that will be monitored by this flow.


Stage updated

Stage updated event settings in Ziflow
  1. Triggered by - select which type of the stage updated event should trigger the Zibot

  2. Modified in - choose the Ziflow folder that this flow will monitor.


Set up Zibot details

Decide what should be done with information from the selected event:

  1. Webhook Zibot - will pass information from Ziflow to external apps/services

  2. Ziflow internal Zibots - can be used to perform automated changes on proofs in Ziflow.

  3. Paths - execute different Zibots based on one or more conditions.

Webhook Zibot

Choose a Webhook Zibot if you want to send Ziflow metadata to some external service or app:

Webhook Zibot

Configure Webhook with data that you want to pass over:

Webhook Zibot configuration in Ziflow
  1. Create - select the type of request that you want to send to the 3rd party app.

  2. URL (required) - enter the application URL where you will send the data.

  3. Query String Parameters - add which parameters you want to send.

  4. Request body - enter a payload of the body using JSON format.

  5. Headers - enter the header values for each request.

Once you hit the Next button, Ziflow will confirm if the flow looks good. If there are no problems, name the flow and turn it on.

Name your flow in Ziflow

Ziflow internal Zibots

If you want to automate some of the actions inside Ziflow, you may find these Zibots very useful. They can help you automatically perform some changes on proofs. To enable these Zibots, you need to connect the Ziflow application to your account.

Ziflow internal Zibots

We have four different internal Zibots that could be used in various scenarios:

  1. Update proof custom property

  2. Check multiple stages statuses

  3. Start a stage

  4. Add reviewer

Each of them has a unique ability to perform needed changes on proofs.


Update proof custom property

Update proof custom property Zibot settings

With this Zibot, you can set/change a property that is assigned to a particular project.


Check multiple stages statuses

Check multiple stages statuses Zibot settings

This Zibot lets you check the status of the proof stage and then perform the required action with that information. Here's an example of how such Zibot can automate work for you.


Start a stage

Start a stage Zibot settings

This Zibot can kick off stages starting with a particular name.


Add reviewer

Add reviewer Zibot settings

Allows adding reviewer to the chosen stage. It also lets to select reviewer proof permissions & notification preferences.


Additional information:

  • FAQ: How can I use JSONPath in Webhook Zibots?

  • Along with sending a simple Webhook call to your 3rd party app, you can also utilize Paths which allows executing different Zibots based on one or more conditions. Read more about paths in this article.

    Path configuration in Ziflow
  • Notice that you can refer to the data from the proof or other Zibots in all input fields of the Webhook using JSONPath syntax. Please see our API reference page for more details and examples of our JSONPath syntax.

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