Summary: With our monday.com, users can extend their Ziflow online proofing operations to monday.com. Users can automatically create and update tasks in monday.com for new proofs, comments, decisions, and more to keep their team up to date in the tools they're already using.

Follow instructions on how to:


How to connect with monday.com

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

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

To integrate monday.com with Ziflow, you need to open the Connect tab in the Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu click on the "Connect Application" button and select monday.com from the list.

Connecting Ziflow with monday.com application

Once you authenticate in monday.com and authorize Ziflow to connect with the monday.com account, you can start setting up automated actions between Ziflow and monday.com


Setting up monday.com automated flows

Once Ziflow and monday.com are connected, you can begin setting up automated flows to send information to monday.com. Start by going to the Flows tab and by clicking on the Create Flow button in the upper right corner of the screen.

Create flow button in Ziflow

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.

Selection of event that will trigger a flow in Ziflow

You will be presented with the event details page, which will vary depending on which event you selected. There are 8 different types of events:

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 will be monitored by this flow.

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


Proof updated

Proof updated event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot

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


Decision made

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

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

  3. Created in - select the Ziflow folder that is going to be monitored by this flow.


New comment/reply

New comment/reply 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 will be monitored by this flow.


Comment resolved

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


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.


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 will be monitored by this flow.


Stage started

Stage started 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 will be monitored by this flow.


Setting up monday.com Zibot action

After saving the event flow triggers, choose a monday.com Zibot action that will pass information set in the previous step directly to monday.com:

Setting up monday.com Zibot actions

Use the following Zibots:

  1. Create monday.com item - adds a new item inside the selected board and group. Item name field can be entered using our built-in token selector

    Create monday.com item Zibot configuration
  2. Update monday.com item column - lets users update needed column based on board & column ID:

    Update monday.com item column Zibot configuration
  3. Search monday.com board - with this Zibot users can search through monday.com boards if you need to find item ID or item name:

    Search monday.com board Zibot configuration
  4. Search monday.com group - with this Zibot you users can search through monday.com groups if they need to find item ID or item name:

    Search monday.com group Zibot configuration
  5. Update monday.com item group - let's update the monday.com group item with data from Ziflow

    Update monday.com item group Zibot configuration

And you're done! Ziflow will now send or update data in your designated monday.com board.


monday.com flow examples

Add a new monday.com item when a new Proof/Version is added and update the status column

1. Select the needed event trigger. In most cases, it will be a New Proof/Version event. This event will trigger once the new proof is created:

Selecting a new proof/version as an event trigger

2. Choose the Create monday Item from Zibot list:

Selecting the Create monday Item from Zibot list:

3. Fill out all necessary data in the Zibot configuration. In my example, I want to add a new item which will be a proof name of a newly added proof in Ziflow. I want to add this item to the Ziflow projects group inside the New client's board. Please note that you can use various tokens from the list (I went with a PROOF.NAME).

Fill out necessary data in the Zibot configuration

4. Add another Zibot (Update monday.com Item Column) that will be responsible for updating the monday.com column for the already added item. This time you'll need to use tokens to associate the column to monday.com that was added in the previous step. I've also specified a column and value that should be posted to monday.com.

Adding another Zibot to Update monday.com Item Column

5. Create a proof that will trigger the automation and check if the item and column were added correctly on monday.com

Create a new proof and see how the item and column is added on monday.com side

Update the monday.com item when a proof decision is calculated

1. You'll need to start building the automation by adding a new Ziflow app connection. This application will be automatically starting the required proof stages on your behalf.

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

Connect application button inZiflow

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

Select Ziflow application form the list and enter copied API key

2. Create 2 custom properties fields where we can store board ID and item ID fields. If you need to know more about adding custom properties, please visit this article.

Adding new custom properties in Ziflow

3. Update previously created flow with two Zibots (Update proof custom property).

Update previously created flow with two Zibots (Update proof custom property)

4. Create a proof and check if the monday.com board and item ID were saved on a proof. If those values are automatically saved after each proof is added to your monday.com board, you can proceed to the next step.

Create a proof and check if the monday.com board and item ID were saved on a proof

5. Create a new flow that will update the monday.com item once the proof is approved at Ziflow.

Create a new flow that will update the monday.com item once the proof is approved at Ziflow

6. Test if proof approved status is reflected on the monday.com end.

Test if proof approved status is reflected on the monday.com end.

Additional information:

Supporting Material:

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