Add Ziflow to ClickUp

Dina Bennett
Dina Bennett
  • Updated

Install the Ziflow app, connect, and authorize Ziflow in ClickUp so users in your workspace can create and review proofs in  ClickUp.

Available on: Pro Enterprise

 

Prerequisites

Ensure you have the following before you begin:

Ziflow recommends that you use one primary account owner and connection. For more information, see Manage your ClickUp integration.

Install the Ziflow app in ClickUp

  1. Log in to ClickUp.
  2. Go to Settings > App Center.

    ClickUp-add-app-1.png
     
  3. In the ClickUp App Center, search for "Ziflow". 
    If you do not see the Ziflow in the ClickUp App Center, contact your ClickUp CSM or ClickUp Support.
  4. Under Create a workspace connection, select Connect.

    ClickUp-add-app-2.png
     
  5. Add your Ziflow API key and select Next. To find your API key, see Get your Ziflow API key.

    ClickUp-add-app-3.png
     
  6. Go back to a project and open a task. You should see the Ziflow icon in the sidebar.

    ClickUp-add-app-4.png

Connect and authorize Ziflow in ClickUp

Connect your accounts so ClickUp users in your workspace can view proofs linked to items, and Ziflow and ClickUp stay in sync.

  1. From an open task, select the Ziflow icon. 

    ClickUp-add-app-4.png
     
  2. Select Connect.

    ClickUp-app-connect.png
     
  3. [If you have multiple accounts] Choose your account from the drop-down list and select Continue
  4. Confirm your identity, review the authorization permissions, and select Authorize.

    ClickUp-app-authorize.png
  5. Choose your workspace and select Connect Workspace.

    ClickUp-app-connect-account.png
  6. After you complete your integration, test it by a adding proof from ClickUp and verifying it appears in Ziflow. See Create and manage proofs in ClickUp. 

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