Integrating SharePoint with Ziflow lets teams run online proofing directly from SharePoint. You can create folders, upload files for new proofs, comments, and decisions. The result is a smoother review process and fewer handoffs in one familiar workspace

Available on: Pro Enterprise

Before setting up the integration between Ziflow and any third-party tool, you need to connect Ziflow with the application.

Connect with SharePoint

A Microsoft Entra administrator must approve the Ziflow app before anyone in your organization can connect. After that, any SharePoint user can connect.

Ziflow recommends that you connect with a dedicated administrator account, not a personal account, and use that account to create your team’s shared flows. Each flow uses the connection of the person who created it, and only the flow’s owner can edit it. If the person who created a connection leaves, see Take over a connection from another user.

1. Log into Ziflow. From the main navigation pane, select the Connect tab.
2. Select Applications to open the applications list. Find the SharePoint application and select Connect.
   
   
    
3. Authenticate with SharePoint credentials and then authorize Ziflow to access the SharePoint account.
4. Select the SharePoint tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable SharePoint fields at the proof level.
   
   
    

Set up SharePoint automated flows

Once Ziflow and SharePointare connected, you can set up automated flows to send information to SharePoint.

Before you begin, connect your Ziflow app. See Connect your Ziflow app.

1. Choose Connect and select Create Flow in the upper-right corner of the window.
   
   
    
2. Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
   
   
    
3. Add a SharePoint Zibot action to continue.

SharePoint Zibot actions

After choosing a Ziflow event, choose a SharePoint Zibot action that will pass the information from the Ziflow event directly to SharePoint.

Search SharePoint file

Use to search for SharePoint files. Enter a file name or use a token. Ziflow will look through SharePoint files for matching file names.

Search SharePoint folder

Use to search for SharePoint folders. Enter a folder name or use a token, and Ziflow will look through all SharePoint folders for matching folder names.

Create SharePoint folder

Use to create new folders in SharePoint. You have the freedom to choose the name of the folder and its location within the SharePoint folder structure.

Upload file to SharePoint

Use to send the Ziflow asset file to the selected SharePoint folder.

In order to successfully upload a file to SharePoint, the Download of the original file option must be enabled at the proof level. Without this setting, SharePoint will not be able to access the file from Ziflow.

Search SharePoint library

Use to search for SharePoint libraries.

Connect Ziflow proofs with SharePoint files

Once you've connected SharePoint to Ziflow, you can start linking proofs with the SharePoint files from the Integrations tab while creating proofsor editing proof details.

If you do not see SharePoint in the Integrations tab, enable it in the application settings. Go to the Connect tab, select the SharePoint application, choose the Settings tab, and select Show next to the Application fields on a proof to enable SharePoint fields at the proof level.

Anyone with access to the proof can see the linked SharePoint details on the Integrations tab, even if they do not have access to that item in SharePoint. Opening the item's link requires signing in to SharePoint. To link a proof to an item, you need your own SharePoint connection. To hide these details, go to Connect > Applications, select the SharePoint tile, choose the Settings tab, and select Don't show next to Application fields on a proof.

To connect proofs in the Integrations tab, during the proof configuration, open an Integrations tab and select the SharePoint file (site & file).