Install, connect, and configure Ziflow to monday.com so all users can review items directly from a monday.com workspace.

This multi-step setup takes about 15 minutes, but once it's done, your review process gets a whole lot smoother.  

Prerequisites

Ensure you have the following before you begin:

• Ziflow Dashboard 2.0, edition Pro or higher
• Admin access to Ziflow and monday.com to connect your accounts
• Third-party cookies enabled on your browser. For instructions, see ​Enabling Third-Party Cookies in Your Browser.

Install the Ziflow app in monday.com

Add the Ziflow app and install it on monday.com:

1. Log in to monday.com.

2. Choose a workspace and select the monday marketplace​ icon.
   

3. In the marketplace, search for “Ziflow”.​
   
   
   
   

4. Choose Ziflow: Collaborative Proofing, and  select Use App.
   
   
5. Choose to install it on all workspaces or on a specific one and select Install.
   
   
   
   

6. Choose to start with a template or your own workspace (we recommend start with a template) and select Add app.​
   
   
   When you return to the monday work management window, you will see a new Ziflow Proofs (Preview) board.
   
   

7. Continue to Connect and sync your Ziflow and monday.com accounts.

Connect and sync Ziflow and monday.com accounts

Connect your accounts so all board members can view proofs linked to items, and Ziflow and monday.com board stay in sync:

1. In the Ziflow Proofs (Preview) board in monday.com, select Connect.
   
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2. Review the authorization permissions and select Authorize.
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3. Log into Ziflow and go to Connect > Applications. Find the monday.com tile and select Connect.
   
   
   

4. ​​In the Connect Flow templates tab, select Set up.

5. In the Set up flow template dialog box enter your board name (Ziflow Proofs (Preview) or the name of the board if you did not start with the Ziflow template during installation) and select Set up.
   Your monday.com connection and Ziflow connection should already be filled in.
   
   
   
   
6. Go to Connect > Active flows and verify that you have five new Ziflow-monday.com flows.
   
   
   Your Ziflow account and monday.com board are now connected.
7. Continue to Add Ziflow Proofs view to your board.
   
   

Add Ziflow proofs view to your monday.com board

Add Ziflow Proofs view to your board:

1. Return to your workspace in monday.com and choose the board you want to use with Ziflow proofing.
2. On your board, select Add view (+).
   
   
   
   

Add the Ziflow Proofs (Preview) board to your board

To see all your proof review information without jumping between two boards, use Mirror to add the Ziflow board to your working board:

1. On your board, select Add column (+). 
   
   
2. Enter "Mirror" in the search field and select Mirror.
3. In the Mirror Column dialog box, select Connect.
   
   
   
   
4. Choose the Ziflow proofs board you created for your workspace and select Connect boards.
   
   
   
   
5.  Select the columns you would like to mirror and select Done.
   
   
   
   
6. Verify that the columns now appear on your working board.
   
   

Tip: Save this board with Ziflow proofing as a template to reuse your new review setup. 

Add the Ziflow Proofs tab to items

Add the Ziflow Proofs tab to the item page:

1. Create an item and open the Item page.
2. On the Item page, select Add view.
   
   
   
   
3. In Installed Apps, scroll to Ziflow Proofs, and select Add to item.
   
   
4. Verify that the Ziflow Proofs tab was added to your item. 
   
   

Test your integration

Now that you've completed the integration steps, let's add some proofs from monday.com and Ziflow.

Add a new proof from monday.com

To add a new proof from an item:

1. Create a new item, open the item page, and select the Ziflow Proofs tab. 
   
   
2. Select Create proof(s). You may need to select Sign in and log in to your Ziflow account first.
   If you have trouble signing in, verify that you have third-party cookies enabled in your browser.
3. Add your proof and enter all of the information you need to start your review the same as in Ziflow, and select Create.
   
   
   
   
4. Verify that you can review your proof.
   
   
   When you select Review, your proof will open in a Ziflow window where you can add comments and your decision.
   
   
5. Open your Ziflow account and verify that your new proof is there.
   
   

Add a proof in Ziflow to a monday.com board

To add a proof to an existing item in your monday.com board from Ziflow:

1. From your Ziflow account, select a proof you own and in the proof details, select the Integrations tab. 
   
   
   
   
2. Select Add under monday.com.
3. Click in the "No option selected" field next to Board, and choose your monday.com board. 
   
   
   
   
4. Repeat to choose the item on your board where you want the proof.
5. Select Save.
6. Go back to your monday.com board, refresh your browser, and verify that the proof was added.
   
   

That's it! Your integration with monday.com is ready for your team.