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

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.

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 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.

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, and 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.

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 proofs or editing proof details.

If you do not see SharePoint in the Intergrations 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).

SharePoint flow examples

Automatically upload the Ziflow proof file to the SharePoint folder when a final decision is submitted on the proof and seamlessly populate application fields

1. Start creating a flow by selecting an event trigger which will be a Decision made. I selected the Approved decision made on a proof level as an event trigger. You can also set the event to be triggered only when a decision is submitted on a proof in a specific Ziflow folder (I selected the SharePoint reviews folder).
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2. Choose the Search SharePoint folder from the Zibot list:
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3. Please ensure that all required information is provided in the Zibot configuration. In my case, I utilized a proof folder token as the Ziflow folder name corresponds exactly to folders in SharePoint. 
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4. Now you can add an Upload file to SharePoint Zibot. It will send an asset file to a designated folder in SharePoint.
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   When configuring 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.
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   JSON query:

    #{$.zibot[0].data.value[0].hitsContainers[0].hits[0].resource.webUrl ~> $replace(/.*Shared Documents/, '')}#

    

5. Please add another Zibot to the workflow. This Zibot should be an internal Ziflow Zibot (Add proof integration property), and its purpose is to populate the site ID field of a proof with information sourced from SharePoint.

   

   
   Fill out the Add proof integration property Zibot configuration. 
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6. At the end of your workflow add internal Ziflow Zibot (Update proof integration property), and its purpose is to update the proof integrations tab with the file ID field from SharePoint.
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   Fill out the Add proof integration property Zibot configuration. 
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7. In order 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.
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