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.

Installation of Ziflow app inside monday.com

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.

Add Ziflow app in selected monday.com 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

Different types of recipes for monday.com - Ziflow integration

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.

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

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.

When adding a file to a Files column, create a proof 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, ensure you've added a Files column to your board. Then add monday.com Form by clicking on the Add view button.

Add files column to selected monday.com board

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

Use created monday.com form to submit assets 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

Upload asset files into file column inside monday.com

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

Upload assets using drag & drop method on selected item in monday.com

Additional information:

  • Currently, in monday.com you cannot control how the proofing project will look like 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.

    Edit proof after it's been created in Ziflow
  • 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

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

    Ziflow flows informing about successful or failed proof creation in monday.com

    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.

    Information about failed proof in monday.com
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