Integrations & Automation

In-app integration with monday.com

Add Ziflow to monday.com
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 onc...
Introduction - Using Ziflow inside monday.com
Ziflow’s all-new in-app experience allows users to manage the entire creative proofing process directly within monday.com tasks. This makes creative asset management more acc...
Advanced - Integrating With monday.com using Zibots
Summary: With our monday.com integration, users can extend their Ziflow online proofing operations to monday.com. Users can automatically create, update & assign items in mon...
Expert - Integrating With monday.com Using Webhooks
Summary: With our monday.com Webhook integration, you can extend your Ziflow online proofing operations to automatically create and update tasks in real-time updates in monda...
Transition to integration properties from custom properties for monday.com
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,...

Automatic Proof Creation through Google Drive, Dropbox & Intake Forms
Summary: With the automation below, you can start sending proofs to Ziflow based on Google Drive & Dropbox uploads, or by submitting custom branded intake forms you can share...
Using Intake Forms for Automated Proof Creation
Summary: The Intake Forms feature, unique to Ziflow, allows your designers, customers, and stakeholders to submit proofs directly into your account using a simple link and ha...
Upload Ziflow Proofs Directly From Asana
Summary: Our latest integration with the Asana app enables users to send proofs to Ziflow easily from their Asana tasks. This integration allows you to create new proofs from...

Creating New Flows
Summary: Flows enable you to create various types of automation in Ziflow. A flow can be one simple task, such as creating a proof in Ziflow, or it can be a combination of ta...
Understanding Event Settings
Summary: When creating a cloud-based Flow, you are asked to choose an Event that will trigger a Zibot. Currently, there are four different Event types to choose from. This ...
Managing Flows
Summary: Any Flows that are created by you or other members of your team are available by clicking on the Connect tab. Once you are inside the Flow list you have the ability ...

Integrating With Trello
Summary: With our Trello integration, users can extend their Ziflow online proofing operations to Trello. Users can automatically create and update lists & tasks in Trello fo...
Integrating With Salesforce
Summary: With our Salesforce integration, users can extend their Ziflow online proofing operations to Salesforce. Users can automatically search and update records in Salesfo...
Ziflow integration With Slack
Summary: Our integration for Slack lets you extend your Ziflow online proofing operations to include real-time Ziflow notifications in Slack for new proofs, comments, decisio...
Integrate Asana
Connect your Ziflow online proofing operations with Asana to automatically create, update, and assign tasks in Asana for new proofs, comments, and decisions to keep your team...
Integrating With SharePoint (Connect 2.0)
Summary: By integrating SharePoint with Ziflow, users can easily expand their online proofing capabilities. With this integration, users can conveniently create folders and u...
Integrating With Google Drive
Summary: With our Google Drive SDK Integration, you are able to extend your Ziflow online proofing operations to include real-time synchronization between Ziflow & Google Dri...

Basecamp Zibot Settings
Summary: There are 3 types of Basecamp Zibots that will automate your most common Basecamp tasks. Ziflow is able to automatically send files, create to-dos or post messages b...

Send Ziflow Events Data Using Webhook or internal Zibots
Summary: Having the ability to keep your projects in sync as proofs progress through the review and approval workflow, or being able to create proofing tasks for reviewers in...
Zibot Paths
Summary: Zibot Paths allows Flows to execute different Zibots based on one or more conditions. Now there’s no more need to duplicate your flows; this new conditional Zibot he...
Integrating With Netsuite
Summary: For clients using Ziflow with the Oracle NetSuite CRM, we’ve simplified the task creation process between the two systems. You can now trigger a proof review and app...
Integrating With Microsoft Teams Using Webhooks
Summary: With our Microsft Teams integration, you are able to extend your Ziflow online proofing operations to include real-time notifications to Teams for new proofs or vers...
Integrating With Airtable Using Webhooks
Summary: With our Airtable Webhook integration, you can extend your Ziflow online proofing operations to automatically create and update records. You'll see updates in Airtab...
Integrating With Wrike Using Webhooks
Summary: With our Wrike Webhook integration, you can extend your Ziflow online proofing operations to create and update tasks automatically. You'll see updates in Wrike in re...

How Do I Connect Ziflow With NetSuite?
Summary: The Ziflow integration with Oracle NetSuite makes connecting your proofs to your CRM/ERP activity easy. Using the NetSuite Zibot, you can trigger proof review and ap...
How Do I Connect Ziflow With Basecamp?
Summary: Once you’ve connected your cloud storage service (Dropbox or Google Drive) you can connect Ziflow to Basecamp. Basecamp Zibots can automatically perform actions in B...
How Do I Connect Ziflow With Slack?
Summary: Once you’ve connected your cloud storage service (Dropbox or Google Drive), you can connect Ziflow to Slack. Slack Zibots can automatically perform actions in Slack ...
How Do I Connect Ziflow With Dropbox Business?
Summary: Connecting to Dropbox Business allows you to automate workflows using files located in your Dropbox. Once you are connected to Dropbox, you can use our Zibots to cre...
How Do I Connect Ziflow With Dropbox Personal?
Summary: Connecting to Dropbox Personal allows you to automate workflows using files located in your Dropbox. Once you are connected to Dropbox, you can use our Zibots to cre...
How Do I Connect Ziflow With Google Drive?
Summary: Connecting to Google Drive allows you to automate workflows using files in your Google Drive. Once you are connected to Google Drive, you can use our Zibots to creat...