If you're already integrated with monday.com using our monday.com Zibots or webhooks functionality and want to use the latest enhancements to our integration with monday.com, read the information below.

If you already using Ziflow Integration Properties, you do not need to make any changes to your integration configuration.

If you integrated with monday.com using custom properties (found in the Properties tab of Proof Details), you can continue using your current integration without any issues.

To manage your creative proofing process directly in monday.com tasks, install our new Ziflow in-app item tab.

Install the Ziflow Proofs Preview item view, then add a single flow to populate the integration fields on proofs created in your Ziflow account.

Here’s a quick guide on how to configure this flow:

Before you begin configuring the flow:

• Read the internal Ziflow Zibots article to understand how to connect Ziflow as an internal application to update proofs effectively.
• Have your API key ready.

Go to Connect > Applications and select the Ziflow application.

Select connect and name the connection and enter your API key.

Once you’ve added Ziflow as one of your integrated apps, you can begin building the flow to populate the monday.com task data into the integration fields on the proof level.

There are two distinct flows that will assign integration properties depending on the configuration of your Ziflow integration flows.

1. Flow when monday.com custom properties (board and item ID) are assigned during proof creation.

2. Flow when the monday.com custom properties (board and item ID) are assigned after a proof creation.

monday.com custom properties are assigned during proof creation

1. Add a new flow by selecting Ziflow as the flow application and choose the New Proof/Version type as an event.

   

2. Add an Update proof integration property Zibot and fill in the Zibot details. This Zibot will set the monday.com integration board ID field with data from the Board ID custom property value filled in during the proof creation.

   In the final dropdown of this Zibot configuration, you'll find a token selector. Choose the proof custom property that stores your monday.com board ID.
   

3. Add another Zibot for Updating proof integration properties that will function similarly. This time, we want to populate the custom property Item ID in the monday.com integration field.

   In the final dropdown of the Zibot configuration, you'll find a token selector that allows you to choose the proof custom property that stores your monday.com item ID.
   

4. Please name your flow and activate it.

   

5. You can test the flow by creating a new proof using your existing Zibots/webhook Ziflow - monday.com integration. Once the proof is created, the flow should capture the board and item ID from the Properties tab and populate the same values in the integration fields within the Integrations tab.

   

Once the monday.com integration properties are successfully saved at the proof level, the monday.com task will be linked to the proof in Ziflow. This lets users view, manage, and create new versions directly from monday.com.

monday.com custom properties are populated after the proof is created

1. Add a new flow by selecting Ziflow as the flow application and choose the Proof updated type as an event. Make sure to select the custom property option within the event settings.

   

2. Please add a path to the flow to check if a Board ID custom property was updated.

   You can use this JSONata expression, but please remember to update the custom property name to match your board ID property.

   #{$boolean($.update.fields.new_value.properties[name="Board ID"])}#

3. Please now connect the Update proof integration property to the created path. The Zibot should update the proof with a board ID collected from the custom property field.

   In the final dropdown of this Zibot configuration, you'll find a token selector that allows you to choose the proof custom property that stores your monday.com board ID.
   

4. Add an additional path that mirrors the previous one but operates using the monday.com Item ID.

   Use this JSONata expression, replacing the custom property name with your board ID property.

   #{$boolean($.update.fields.new_value.properties[name="Item ID"])}#

5. Connect the Update proof integration property to the created path. The Zibot should update the proof with an item ID collected from the custom property field.

   In the final dropdown of the Zibot configuration, you'll find a token selector that allows you to choose the proof custom property that stores your monday.com item ID.
   

6. Name your flow and activate it.

   

7. Test the flow by updating monday.com custom properties on a proof. Ether manually enter the board/item IDs on a proof or trigger your current integration to populate the monday.com property fields. Once the proof is updated, the flow should capture the board and item ID from the Properties tab and populate the same values in the integration fields within the Integrations tab.

   

If these steps do not fully meet the needs of your current configuration, we’re here to support you. Our team is ready to assist you with any additional guidance or troubleshooting you may require.

Contact the Ziflow Support team for help, and we’ll ensure you’re back on track in no time.