Connecting to Monday.com

    Summary: With our Monday.com, users can extend their Ziflow online proofing operations to Monday.com. Users can automatically create and update tasks in Monday.com for new proofs, comments, decisions, and more to keep their team up to date in the tools they're already using.

    How to connect with Monday.com

    As a first step with setting up the integration, you will need to install the Monday.com plugin to let Ziflow connect with your Monday.com board.

    To integrate Monday.com with Ziflow you need to open the Connect tab in Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu click on the "Connect Application" button and select Monday.com from the list. 

    Once you authenticate in Monday.com and authorize Ziflow to connect with Monday.com account, you can start setting up automated actions between Ziflow and Monday.com

    Setting up Monday.com automated flows

    Once Ziflow and Monday.com are connected, you can begin setting up automated flows to send information to Monday.com. Start by going to the Flows tab and by clicking on a Create Flow button in the right upper corner of the screen.

    Choose "Ziflow" as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.

    You will be presented with the event details page, which will vary depending on which event was selected:

    1. Triggered by - select the type of request that will trigger the Zibot.
    2. Created in - select the Ziflow folder that will be monitored by this flow.
    3. Created by - select the user that will be responsible for this flow activation.

    1. Triggered by - select the type of request that will trigger the Zibot
    2. Modified in - select the Ziflow folder that will be monitored by this flow 

    1. Triggered by decision made - select what level decision needs to be made in order to activate the flow.
    2. Type of decision - choose the type of decision that needs to be made in order to activate the flow.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by new comment / new reply - choose which option should activate the flow.
    2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Comment is labelled as - select which label(s) should trigger a Zibot.
    2. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the proof updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the stage updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the stage updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    Setting up Monday.com Zibot action

    After saving the event flow triggers, choose a Monday.com Zibot action that will pass information set in the previous step directly to Monday.com:

    Use the following Zibots:

    1. Create Monday.com item - adds a new item inside selected board and group. Item name field can be entered using our built-in token selector
    2. Update Monday.com item column - lets users update needed column based on board & column ID:
    3. Search Monday.com board - with this Zibot users can search through Monday.com boards if you need to find item ID or item name:
    4. Search Monday.com group - with this Zibot you users can search through Monday.com groups if they need to find item ID or item name:
    5. Update Monday.com item group - lets updating Monday.com group item with data from Ziflow

    And, you're done! Ziflow will now send or update data in your designated Monday.com board.

    Monday.com flow examples:

    Add a new item and update the column

    1. Select the needed event trigger. In most cases, it will be a New Proof/Version event. This event will trigger once the new proof is created:

    2. Choose Create Monday Item from Zibot list:

    3. Fill out all necessary data in Zibot configuration. In my example, I want to add a new item which is going to be a proof name of a newly added proof in Ziflow. I want to add this item to Ziflow projects group inside New clients board. Please note that you can use a variety of different tokens from the list (I went with a PROOF.NAME).

    4. Add another Zibot (Update Monday Item Column) that will be responsible for updating Monday.com column for the already added item. This time you'll need to use tokens to associate the column to Monday.com that was added in the previous step. I've also specified a column and value that should be posted to Monday.com.

    5. Create a proof that will trigger the automation and check if the item and column were added correctly on Monday.com

    Additional information:

    Supporting Material: