Ziflow Proofs Board for monday.com (Public Preview)

Mike Salyga
Mike Salyga
  • Updated

We’re excited to introduce the Ziflow Proofs board for monday.com, now available in public preview! This new feature allows you to centralize all proofing projects from multiple monday.com boards into one unified location, making it easier to track and manage proofs in real-time.

  1. What is the Ziflow Proofs Board?
  2. Setting Up the Ziflow Proofs Board
  3. Connecting monday.com board to Ziflow Proofs Board
  4. Display proofs linked with monday.com items via Ziflow Proofs View tab
  5. Benefits of Using the Ziflow Proofs Board

 

What is the Ziflow Proofs Board?

The Ziflow Proofs board is a dedicated space in monday.com that consolidates all items with proofs attached across various boards. It organizes proofs by status, displaying essential columns with real-time updates, helping teams stay organized and informed without switching between different boards.

 

Setting Up the Ziflow Proofs Board

To get started, follow these simple steps to configure the Ziflow Proofs board using Ziflow’s Flow Templates:

  1. Install Ziflow integration inside your monday.com account

    • Start the installation process by going to the monday.com marketplace and searching for the Ziflow Collaborative Proofing app. Then, add the Ziflow application to your monday.com account, as shown in the animation below.

      Please note that integrating Ziflow to monday.com can only be done by users with admin privileges in both Ziflow and monday.com.

      2024-10-23_12h47_11.gif
  2. Configure your Ziflow Proofs Board. 

    • We recommend creating a dedicated monday.com workspace. This workspace and board will serve as the central hub for all your Ziflow proofs.


      Next, set up a new board using a Ziflow template. To begin, click the + button near your workspace name and choose Apps from the menu. Then, select Explore app marketplace and go to the Installed Apps tab in the upper right corner. Find the Ziflow View app and click Use app. Finally, choose the workspace where you’d like to add the new board (we suggest using the workspace created specifically for this purpose).

      Once you add the board, it will appear in your workspace and feature familiar columns from Ziflow, such as status, version, next deadline, and more.

       
  3. Set up flows for passing information from Ziflow to monday.com

    • After setting up the Ziflow Proofs Board, you can activate flows directly from your Ziflow account to automatically sync proof updates with monday.com items. To do this, navigate to Connect > Applications > monday.com and click Set up. Choose the monday.com connection and select the Ziflow Proofs board from a dropdown.


      Once the configuration is complete, new flows will be automatically added to your list. These flows ensure that whenever a proof is created or updated in Ziflow, corresponding items on the monday.com side are created or updated in real-time.

       
  4. Test monday.com synchronization by adding a test proof in Ziflow.  

    • It's a good practice to verify that your integration is working correctly. Add a new proof to your Ziflow account, then check if it appears on the Ziflow Proofs board in monday.com.


      You can also update the proof (e.g., change the proof name) and see if changes appear on the monday.com end.

Connecting your monday.com boards to Ziflow Proofs board

Start syncing monday.com boards with the Ziflow Proofs Board. This ensures 

  1. Connect your boards with the recently added Ziflow Proofs Board

    Start by visiting the board you would like to link with the recently added Ziflow Proofs board. Add a new Connect column to that board. Please make sure you choose the Ziflow Proofs board.
    This will add a new Ziflow Proofs column to the selected board. You can use this column to choose an item from a different board. Once you link the items and click on the column value it will display proof details coming from the Ziflow Proofs board. 

  2. Add mirror columns to the board. 

    We also recommend adding mirror columns to display proof details from the Ziflow Proofs board directly within the corresponding item.


    This allows the linking of items belonging to two different boards and displays proof details in both places simultaneously. 

Viewing proofs linked with monday.com items via Ziflow Proofs View tab

 

To view all proofs connected to the Ziflow Proofs board, you can set up the Ziflow Proofs View, which will give you proof access from the monday.com level. To get Ziflow Proofs View into your board, please follow the guide listed down below:


Ziflow Proofs View

 

Benefits of Using the Ziflow Proofs Board

  • Seamless Integration: Connects Ziflow’s proofing automation with monday.com, providing a smooth proofing experience.
  • Single Source of Truth: No need to manually track proofs across multiple boards. Everything is centralized in one place.
  • Enhanced Collaboration: Real-time updates ensure teams stay informed and focused on their creative workflows without interruptions.

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