Summary: With our Microsft Teams integration, you are able to extend your Ziflow online proofing operations to include real-time notifications to Teams for new proofs or versions, comments, decisions, and more to keep your team up to date in the tools they're already working in.
Available for: Users with Admin rights on Pro & 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 changes.
Stage updated: triggers when a stage is started or when a reviewer is added/removed.
Comment reaction: triggers when a comment reaction is added on a comment/reply level.
Learn how to:
Create Ziflow Webhook Flow
To integrate Teams with Ziflow, you need to click on the Connect tab and then click on the + Create Flow button, choose Ziflow as the Application, and choose which Event (New proof/version, Decision made, New comment/reply, Comment resolved, Comment labeled) you want to trigger the integration.
Set up Flow Event settings.
The first step is selecting the event that will trigger your Zibot:
Next, you will be presented with the event details page, which will vary depending on which event you select:
New proof/version
Triggered by - select the type of request that will trigger the Zibot.
Created in - select the Ziflow folder that this flow will monitor.
Created by - select the user that will be responsible for this flow activation.
Decision made
Triggered by decision made - select what level decision needs to be made to activate the flow.
Type of decision - choose the type of decision that needs to be made to activate the flow.
Created in - select the Ziflow folder that this flow will monitor.
New comment/reply added
Triggered by new comment / new reply - choose which option should activate the flow.
Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
Created in - select the Ziflow folder that this flow will monitor.
Comment resolved
Created in - select the Ziflow folder that this flow will monitor.
Comment labeled
Comment is labeled as - select which label(s) should trigger a Zibot.
Created in - select the Ziflow folder that this flow will monitor.
Proof updated
Triggered by - select which type of the proof updated event should trigger the Zibot.
Modified in - choose the Ziflow folder that this flow will monitor.
Stage updated
Triggered by - select which type of the stage updated event should trigger the Zibot. There are three types of stage update events: reviewer added, reviewer removed, stage locked, and deadline changed.
Modified in - choose the Ziflow folder that this flow will monitor.
Comment reaction
Triggered by - choose if you want to trigger a flow based on reactions added to comments or replies.
Comment reacted with - select what type of reaction should trigger a flow.
Created in - select the Ziflow folder that is going to be monitored by this flow.
Configure Webhook Zibot
Next, choose a Webhook Zibot:
Under Create, select POST.
Under URL, copy the Incoming Webhook URL for your Team in Teams (NOTE: if you don't have an Incoming Webhook URL for your Team in Teams, you may need to create the Incoming Webhook; please see the Additional Information below for more details).
Copy the below SDK in the Request body section.
For a New Proof Notification:
{
"@type": "MessageCard",
"@context": "https://schema.org/extensions",
"summary": "New proof to review",
"themeColor": "20A5FF",
"sections": [
{
"images":[
{
"image":"{$.proof.thumbnail_link}",
"title": "Proof thumbnail"
}
],
"activityTitle": "**{$.proof.name}**",
"activitySubtitle": "Version: v{$.proof.version}",
"facts": [
{
"name": "Deadline:",
"value": "{$.proof.stages[0].deadline}"
},
{
"name": "Folder:",
"value": "{$.proof.folder.name}"
}
],
"text": "**{$.proof.owner.first_name} {$.proof.owner.last_name} created a new proof to review.**",
"potentialAction": [
{
"@type": "OpenUri",
"name": "Open Proof",
"targets": [
{
"os": "default",
"uri": "{$.proof.public_link}"
}
]
}
]
}
]
}
For a New Comment or Reply:
{
"@type": "MessageCard",
"@context": "https://schema.org/extensions",
"summary": "New comment",
"themeColor": "20A5FF",
"sections": [
{
"activityTitle": "**{$.proof.name}**",
"activitySubtitle": "Version: v{$.proof.version}",
"facts": [
{
"name": "Comment:",
"value": "{$.comment.comment}"
}
],
"text": "**{$.comment.reviewer.email} made a new comment.**",
"potentialAction": [
{
"@type": "OpenUri",
"name": "Open Proof",
"targets": [
{
"os": "default",
"uri": "{$.proof.public_link}"
}
]
},
{
"@type": "OpenUri",
"name": "View Comment",
"targets": [
{
"os": "default",
"uri": "{$.proof.public_link}#{$.comment.id}"
}
]
}
]
}
]
}
For a Decision Made Notification:
{
"@type": "MessageCard",
"@context": "https://schema.org/extensions",
"summary": "New decision",
"themeColor": "20A5FF",
"sections": [
{
"activityTitle": "**{$.proof.name}**",
"activitySubtitle": "Version: v{$.proof.version}",
"facts": [
{
"name": "Decision:",
"value": "{$.reviewer.decision_status}"
}
],
"text": "**{$.reviewer.email} has made a new decision.**",
"potentialAction": [
{
"@type": "OpenUri",
"name": "Open Proof",
"targets": [
{
"os": "default",
"uri": "{$.proof.public_link}"
}
]
}
]
}
]
}
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.
And you're done! Ziflow will now send real-time notifications to your designated Teams channel.
Additional information:
The Ziflow-Microsft Teams Integration requires you to create an Incoming Webhook.