Summary: With our monday.com app integration, users can push proofs to Ziflow directly within monday.com boards. This integration allows the automatic creation of proofs based on files added to monday.com items.

Available on: Standard, Business Legacy, Pro & Enterprise editions.

• Follow the instructions on how to:

  • Connect monday.com with Ziflow

  • Set up integration to create proofs when a new file is added via the monday.com

  • Set up integration to create proofs when adding files to a file column in monday.com

  • Start submitting proofs using monday.com

  • Uploading new proof versions using monday.com

  • Integration limitations

  
  How to connect monday.com with Ziflow

  As a first step when setting up the integration, you will need to install the Ziflow App to let Ziflow connect with your monday.com board.

  

  Once the Ziflow App is installed in your monday.com account, please open the board you want to connect with Ziflow and select Ziflow integration from the Automate menu.

  

  Next, you'll be asked to select a recipe from a list. As of now, there are three types of integrations, but we'll be adding more scenarios very soon:

  1. When an item with a file is created using a form, create a proof in Ziflow.​

  2. When adding a file to a Files column, create a proof in Ziflow.​

  3. When a file is added to a Files column, create a new proof and the new proof version for each of the file versions.​

     

   

  When an item with a file is created using a form, create a proof in Ziflow

  After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow, simply click on the Authorize button and then confirm adding the integration to your board.

  

  
  When adding a file to a Files column, create a proof in Ziflow

  After installing the Ziflow application in your monday.com account, you should open the Automate tab on any of your monday.com boards. Then, select the desired automation from the list. Once you have selected the type of automation you want, you will be redirected to your Ziflow account and asked to confirm the connection between Ziflow and monday.com.

  If you're already signed in to Ziflow, simply click on the Authorize button and then confirm adding the integration to your board. Please note that during this configuration you can choose an already added file column or add a new one.

  

  
  When a file is added to a Files column, create a new proof and the new proof version for each of the file versions
  

  After installing the Ziflow application in your monday.com account, you should open the Automate tab on any of your monday.com boards. Then, select the desired automation from the list. Once you have selected the type of automation you want, you will be redirected to your Ziflow account and asked to confirm the connection between Ziflow and monday.com.

  If you're already signed in to Ziflow, simply click on the Authorize button and then confirm adding the integration to your board. Please note that during this configuration you can choose an already added file column or add a new one.

  

  
  How to start submitting proofs using monday.com?

  The way of triggering a new proof from monday.com depends on the selected type of integration:

  1. When an item with a file is created using a form, create a proof in Ziflow

  2. When adding a file to a Files column, create a proof in Ziflow

  3. When a file is added to a Files column, create a new proof and the new proof version for each of the file versions.​

  
  When an item with a file is created using a form, create a proof in Ziflow

  1. Use the monday.com Form to add a New item

  Firstly, ensure you've added a Files column to your board. Then add monday.com Form by clicking on the Add view button.

  

  The created form can be used to add new monday.com items along with files that will be pushed to Ziflow.

  

  This mechanism will automatically add a new item to your monday.com board each time someone submits a Form. When a new item is added to the board, the Integration will send a file to Ziflow, and a new proof will be added.

  
  When adding a file to a Files column, create a proof in Ziflow

  1. Add a file directly from an Add/Manage file picker or drag & drop the file directly in a file column:

  Click on an Add/Manage files button for the monday.com item where you want to place a proof and upload the file using your preferred method.

  

  Alternatively, you can also drag & drop the file in a file column:

  

  
  When a file is added to a Files column, create a new proof and the new proof version for each of the file versions.

  Ziflow integration with monday.com supports creating new proof versions from the monday.com level.

  Start by setting up a Ziflow app automation in your monday.com board. This automation is configured to create a new proof when you upload a file to the monday.com item. It will also create a new proof version for each of the file versions added to the monday.com item file.

  Read more about adding multiple file versions in the monday.com knowledge base.

  Once the automation is added to your monday.com board, you can trigger a new proof simply by adding a new monday.com item and then uploading a file to the Files column.

  To create a new proof version in Ziflow, open an already uploaded asset in the monday.com item and click the Versions button. This will allow you to upload a new file version, which will trigger a new proof version inside the Ziflow.

   

  Additional information:

  • Currently, in monday.com, you cannot control how the proof will look on the Ziflow side. Reviews are created with a single reviewer (review owner) and empty review settings. However, you can edit the review afterward and adjust it according to your needs. Simply open the Proof Details Page, add reviewers, and edit the needed settings.

    

  • monday.com has a limit of 500MB for file uploads, and it supports only the following file formats: PNG, JPEG, Word, PDF, Excel, GIF, MP4, SVG, TXT, AI

  • After connecting monday.com with Ziflow, you will notice two flows automatically added to your Ziflow flows list.

    

    These flows will send information about proofs being successfully created or when a proof fails. This way, you'll be notified about such events inside your monday.com account.

    

• This article outlines how described functionality appears and operates in the old layout. If you are using Dashboard 2.0, please refer to the corresponding article in the Help Center.

   

  Follow the instructions on how to:

  • Connect monday.com with Ziflow

  • Set up integration to create proofs when a new file is added via the monday.com form.

  • Set up integration to create proofs when adding files to a file column in monday.com

  • Start submitting proofs using monday.com

  • Integration limitations
    ​

  How to connect monday.com with Ziflow

   

  As a first step when setting up the integration, you will need to install the Ziflow App to let Ziflow connect with your monday.com board.

   

  

  Once the Ziflow App is installed in your monday.com account, please open the board that you want to connect with Ziflow and select Ziflow integration from the Integrations Center of your board.

   

  

  In the next step, you'll be asked to select a recipe from a list. As of now, there are two types of integrations, but we'll be adding more scenarios very soon:

  • When an item with a file is created using a form, create a proof in Ziflow

     

  • When adding a file to a Files column, create a proof in Ziflow.

  

   

  When an item with a file is created using a form, create a proof in Ziflow.

   

  After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow, simply click on the Authorize button and then confirm adding the integration to your board.

   

  

   

   

  When adding a file to a Files column, create a proof in Ziflow.

   

  After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow, simply click the Authorize button and confirm adding the integration to your board. Please note that during this configuration, you can also choose an already added file column or add a new one.

   

  

   

  How to start submitting proofs using monday.com?

   

  The way of triggering a new proof from monday.com depends on the selected type of integration:

  1. When an item with a file is created using a form, create a proof in Ziflow

  2. When adding a file to a Files column, create a proof in Ziflow

   

  When an item with a file is created using a form, create a proof in Ziflow.

   

  1. Use the monday.com Form to add a New item
  ​

  Firstly, ensure you've added a Files column to your board. Then add monday.com Form by clicking on the Add view button.

   

  

  The created form can be used for adding new monday.com items along with files that will be pushed to Ziflow.

   

  

  This mechanism will automatically add a new item to your monday.com board each time someone submits a Form. When a new item is added to the board, the Integration will send a file to Ziflow, and a new Proof will be added.

   

  When adding a file to a Files column, create a proof in Ziflow.

   

  1. Add a file directly from an Add/Manage file picker or drag & drop the file directly in a file column:

   

  Click on an Add/Manage files button for the monday.com item where you want to place a proof and upload the file using your preferred method.

   

  

  Alternatively, you can also simply drag & drop the file in a file column:

   

  

   

  Additional information:

  • Currently, in monday.com you cannot control how the proofing project will look like on the Ziflow side. Proofs are created with a single reviewer (proof owner) and with empty proof settings. You can, however, edit the proof afterward and adjust it according to your needs. Simply open the Proof Details Page, add reviewers & edit needed settings.

     

    

     

  • We support only creating new proofs. At this moment, there is no possibility of adding new proof versions.

     

  • monday.com has a limit of 500MB for file uploads, and it supports only the following file formats: PNG, JPEG, Word, PDF, Excel, GIF, MP4, SVG, TXT, AI

     

  • After connecting monday.com with Ziflow, you will notice two flows being automatically added to the list of your Ziflow flows.

     

    

     

    These flows will send information about proofs being successfully created or when a proof fails. You'll be notified about such events in your monday.com account.