Ziflow administrators or Enterprise licensed users with custom permissions can set up flows.

Available on: Business Legacy, Pro Enterprise

In addition to connecting your SharePoint account, you will need to connect your Ziflow app. See Connect your Ziflow app.

If you are new to Ziflow automation flows and need an introduction, read Understand automation flows (Connect).

Basic flow creation

Select Connect in Ziflow’s main navigation and select Create Flow.
Select Ziflow as your flow’s application source. If you don't see it, follow the instructions in Connect your Ziflow app.
Enter a name for your flow.
Select the event that will start the flow. See Ziflow events for a list of all Ziflow events and details on each setting.
Add Sharepoint Zibots to the flow.

Upload an approved proof to SharePoint

This flow will upload a copy of the proof to a specified SharePoint folder when a proof is approved in Ziflow.

Start with a Basic flow creation and select Ziflow as your application source.
Select the Decision update Ziflow event, configure, and select Next.
Select the Upload file to SharePoint Zibot and enter the Zibot details.
Select Next, then Save & turn on.
Test your automation flow by approving a proof in the specified folder. Verify that the proof uploads to the SharePoint folder you configured.