Summary: With our ClickUp integration, users can extend their Ziflow online proofing operations to ClickUp. Users can automatically create and update tasks in ClickUp for new proofs, comments, decisions, and more to keep their team up to date with the tools they're already using.
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: Pro & Enterprise editions.
Follow the instructions on how to:
Please note that before setting up the integration between Ziflow and any third-party tool, it is necessary to connect Ziflow with the external application first. The process of connecting Ziflow to external applications can be found below.
How to Connect with ClickUp
To integrate ClickUp with Ziflow, 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 Clickup from the list. You'll be asked to authenticate with ClickUp credentials and then authorize Ziflow to access the ClickUp account.
Once this is done, you should see ClickUp integration on a connections list.
Setting up ClickUp automated flows
Once Ziflow and ClickUp are connected, you can begin setting up automated flows to send information to ClickUp. Start by going to the Connect tab and by clicking on the Create Flow button in the upper right corner of the screen.
Select 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.
You will be presented with the event details page, which will vary depending on which event you selected. There are nine different types of events:
New proof/version
Triggered by - select the type of request that will trigger the Zibot.
Created in - select the Ziflow folder that will be monitored by this flow.
Created by - select the user who will be responsible for this flow activation.
Proof updated
Triggered by - select the type of request that will trigger the Zibot.
Modified in - select the Ziflow folder that will be monitored by this flow.
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 will be monitored by this flow.
New comment/reply
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 will be monitored by this flow.
Comment resolved
Created in - select the Ziflow folder that will be monitored by this flow.
Comment labeled
Comment is labeled as - select which label(s) should trigger a Zibot.
Created in - select the Ziflow folder that will be monitored by this flow.
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.
Stage started
Triggered by - select which type of the stage updated event should trigger the Zibot.
Modified in - choose the Ziflow folder that will be monitored by this flow.
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.
Setting up ClickUp Zibot action
After saving the event flow triggers, choose a ClickUp Zibot action that will pass the information set in the previous step directly to ClickUp:
Use the following Zibots:
Create ClickUp task - to add a new item to a selected workspace and project, simply specify the location within Clickup by selecting the appropriate dropdowns for workspace, space, folder, and list. Then, fill in the task name and description using the built-in token selector.
Search ClickUp list - with this Zibot, you can search for a ClickUp list. This Zibot will collect list ID, and based on that, you can add the next Zibots, which will use this information further.
Update ClickUp task - with this Zibot, you can, for example, update an already created ClickUp task when a new proof version is added to Ziflow.
Search ClickUp task - with this Zibot, you can search the required ClickUp task. This Zibot will collect task ID, and based on that, you can add the next Zibots, which will use this information further.
Comment ClickUp task - with this Zibot, you can post comments on the ClickUp tasks:
Update ClickUp custom field values - with this Zibot, you can update the values of the task's custom fields in ClickUp.
And you're done! Ziflow will now send or update data in the user's designated ClickUp account.
Supporting Material:
