Summary: Flows enable you to create various types of automation in Ziflow. A flow can be one simple task, such as converting an uploaded file to a PDF, or it can be a combination of tasks bundled together, such as creating proofs, moving the file, and sending out an email notification.

Flows can also be utilized as a way to integrate Ziflow with third-party apps using incoming webhooks.

We can distinguish flows into four parts:

Where is the feature setup? Under the Connect tab. Simply click on the Create flow button.

**NOTE - you must first connect your cloud storage (Dropbox or Google Drive) before creating a flow. You can do this under the "Connect" tab -> Cloud Storage. If you need a detailed guide on how to connect with your cloud storage, please visit this website.

Available: on Business and Enterprise editions.

Start by entering the Connect tab and pressing the Create flow button located in the upper right corner of the dashboard.

Name your flow and select previously added cloud storage connection**. Alternatively, you can add a new cloud connection from this page as well.

Next, choose the event that will trigger your Zibot. In this, I’m choosing “a file is added to a folder”.

After this, we will “Set up details” for your event. Please see "Understanding event settings" for more information.

The settings above let you narrow down files that will trigger the automation later on. You can decide which files, uploaded, where and by whom will trigger later actions.

Once you're done with adjusting the trigger settings, click the "Next" button and proceed with the Zibot configuration. You'll be presented with a list of available Zibots:

Select the needed Zibot that will automatically execute an action once a flow is triggered. In this help page, we'll use a convert to PDF Zibot, but if you want to check other Zibot configuration settings, please visit the following website.

Once you've adjusted Zibot settings, you can click Next and then save and turn on the flow. Please note that you can also connect many Zibots in one flow. These Zibots will be triggered one by one.

At this moment, the flow is ready for use. You can drop a file in your cloud drive and see how flow picks it up and actions the automation.

*NOTE - First, you need to create an intake form that can be later used in the flow. You can do this under the "Connect" tab -> Intake forms. If you need a detailed guide on how to create an intake form, please visit this website.

Summary: The Intake Forms feature, unique to Ziflow, allows your designers, customers, and stakeholders to submit proofs directly into your account using a simple link and have a workflow automatically assigned to that proof.

You can create as many intake forms as you need in just a matter of minutes, each with its own customized branding, title, description, as well as upload options, and custom properties.

Our intake forms handle not only file submissions but also text which we’ll automatically convert to a PDF for review.

Available: on Business and Enterprise editions.

The Intake Form Zibot creation process looks exactly the same way as any other Ziflow Zibot. Here’s an article showing how to set up a new flow, but we are also going to show how this looks step by step.

What is worth noting is that only users with Admin rights can set up Intake Form Zibots.

You start by clicking on the Create flow button inside the Connect tab:

Then an “Intake form” must be selected as the application:

Select the “On submit” option as the event.

At this point, you need to choose which intake form should be connected to the Zibot (alternatively, you can also create an intake form from this level):

Once you’re done with the event configuration, you can proceed to set up an actual Zibot that is going to create proofs:

The next step will be a proof configuration: assembling a workflow, adding reviewers, adjusting proof settings etc. If you require additional information about configuration settings etc. please visit the detailed guide on how to create new proofs.

When you’re done, click the Next button, and you will be asked to confirm if the flow should be saved and activated. You can also name the flow so it is easier to differentiate it from other automations.

After saving a flow, the process is finished. Users can start submitting files through the intake form. Whenever someone uploads a file through the form, a review will automatically be created.

Summary: Having the ability to keep your projects in sync as proofs progress through the review and approval workflow or being able to create proofing tasks for reviewers in your PM tool is a valuable component that Ziflow offers. We are actively working on extending our Zibots and integrations platform.

Available for: Administrators on Enterprise edition.

Our newest Zibots allow you to trigger a flow when the following events occur on a proof:
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Click on the Connect tab in the upper left corner of the screen, then click on the Create flow button. Instead of connecting to cloud storage, select the Ziflow application.

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

Next, choose a Webhook or Path Zibot:

Set up Webhook Zibot details:

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.