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
To connect to SharePoint, you must have SharePoint administrator rights to authorize access.
- Log into Ziflow. From the main navigation pane, select the Connect tab.
- Select Applications to open the applications list. Find the SharePoint application and select Connect.
- Authenticate with SharePoint credentials and then authorize Ziflow to access the SharePoint account.
- 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 SharePoint are connected, you can set up automated flows to send information to SharePoint.
Before you begin, connect your Ziflow app. See Connect your Ziflow app.
Choose Connect and select Create Flow in the upper-right corner of the window.
Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
- 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.
| Field | Description |
| Site | The SharePoint site |
| File name | Enter a file name or use a token |
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.
| Field | Description |
| Site | The SharePoint site |
| Folder name | Enter a folder name or use a token |
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.
| Field | Description |
| Site | The SharePoint site |
| Which library the folder should be created in | Select your library or enter the Library ID |
| Where the folder should be created | Choose the root folder, or from a previous action or direct ID |
| Folder ID | Enter a folder ID or choose a token |
| Folder name | Enter a folder name or choose a token |
Upload file to SharePoint
Use to send the Ziflow asset file to the selected SharePoint folder.
| Field | Description |
| Source file (URL) | The proof download link (already filled in) |
| Site | The SharePoint site |
| Which library the file should be uploaded to | Select your library or enter the Library ID |
| Where file should be uploaded | Choose to upload to the root folder, or provide an ID or a path |
| Target file name | The name of the file (already filled in) |
| File name conflict behavior | If a file name is identical to a file already in the folder, choose if you want to rename the file (add a number to the original file name), replace the file, or fail to upload the file. |
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.
| Field | Description |
| Site | The SharePoint site |
| Name | Enter the library name or select the token |
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 proofs or 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.
To connect proofs in the Integrations tab, during the proof configuration, open an Integrations tab and select the SharePoint file (site & file).
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