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.

Show Sharepoint integration on a review level

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

SharePoint flow examples

Upload an approved proof file to SharePoint

Create a flow by selecting the Decision made Ziflow event trigger.

Select the Approved decision made on a proof level. You can also set the event to be triggered only when a decision is submitted on a proof in a specific Ziflow folder (in the example, the SharePoint reviews folder).
Select Search SharePoint folder from the Zibot list:
Configure the Zibot. In the example, a proof folder token is the Ziflow folder name which corresponds to folders in SharePoint.
Add the Upload file to SharePoint Zibot. It will send an asset file to a designated folder in SharePoint.

When configuring the Zibot, choose a site and enter the target folder path. You can provide the SharePoint folder path manually (e.g.: /your/sharepoint/folder/path) or use a JSON query to collect it from the previous action, such as the SharePoint folder search.

JSON query:
```
 #{$.zibot[0].data.value[0].hitsContainers[0].hits[0].resource.webUrl ~> $replace(/.*Shared Documents/, '')}#
```
Add the Add proof integration property Ziflow Zibot to the workflow. Its populates the site ID field of a proof with information sourced from SharePoint.

Configure the Add proof integration property Zibot.
Add the Update proof integration property Ziflow Zibot to update the proof integrations tab with the file ID field from SharePoint.

Configure the Add proof integration property Zibot.
To test the automation, start a proof in Ziflow and approve it manually. When the flow is activated, it will locate the appropriate SharePoint folder, upload the proof file, and populate the Ziflow proof integrations tab with relevant details about the file in SharePoint.