Summary: Our integration with the monday.com app enables users to easily push proofs to Ziflow directly within their monday.com boards. This integration automatically creates proofs based on files added to monday.com items.
Available on: Pro & Enterprise editions.
Follow the 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.
Once the Ziflow App is installed in your monday.com account, please open the board that you want to connect with Ziflow and select Ziflow integration from the Integrations Center of your 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
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, click the "Authorize" button and confirm adding the integration to your board.
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, click the "Authorize" button and 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.
How do you start submitting proofs using monday.com?
The way of triggering a new proof from monday.com depends on the selected type of integration:
When an item with a file is created using a form, create a proof in Ziflow.
1. Use the monday.com Form to add a New item
Firstly, make sure that you've added a Files column to your board. Then, add the monday.com form by clicking on the Add view button.
The created form can be used to add new Monday.com items along with files that will be pushed to Ziflow.
When a form is submitted, this mechanism will automatically create a new item on your monday.com board. Once the item is added, the Integration will send a file to Ziflow and initiate a new proof.
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 (e.g. drag & drop the file in a file column).
How does Ziflow notify monday.com about created/failed proofs?
After connecting monday.com with Ziflow, you will notice two flows being automatically added to the list of your Ziflow flows.
Information about successfully created proofs and failures will be sent through these flows. As a result, you will receive notifications about these events within your monday.com account.
Check monday.com item details directly in Ziflow Proof Details. (only Pro and Enterprise editions)
When you view a proof in Ziflow (created from the monday.com level) and go to the integrations tab in Proof Details mode, you will notice that the proof is connected to a monday.com item. The item details will be displayed and updated on the proof level if any changes are made on the monday.com level.
To enable monday.com fields at the Proof Details level, please go ahead and navigate to the connection settings and activate them by selecting the Show option.
Additional information:
Currently, in monday.com, you cannot control how proofs will look on the Ziflow side. This is because proofs are created with a single reviewer (proof owner) and empty proof settings. After submitting the proof, it is possible to make adjustments to it based on your requirements. To do so, access the Proof Details Page and make the necessary changes, such as adding reviewers or adjusting settings.
Another way of updating proofs according to your needs is utilizing our Zibots and updating proofs automatically after they're created by monday.com - Ziflow integration (only Pro and Enterprise editions). Start by creating a flow that will be triggered based on proof creation where the proof source is monday.com.
Then, you can set a flow that automatically updates the proof workflow template in proofs created with the integration.
Currently, we only allow for the creation of new proofs. Therefore, it is not currently possible to add new versions of existing proofs.
Discover how to integrate monday.com and create customized solutions based on your needs.
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