Monday.com native App

    Summary: With our newest Monday.com native App integration, users can start pushing proofs to Ziflow directly within Monday.com boards. This integration allows automatically creating proofs based on files added to Monday.com items. 

    How to connect Monday.com with Ziflow

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

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    Once Ziflow App is installed in your Monday.com account, please open the board which you want to connect with Ziflow and select Ziflow integration from the Integrations Center of your board.

    In the next step, you'll be asked to select a recipe from a list. As of now, there are two types of integrations but we'll be adding more scenarios very soon:

    • When an item with a file is created, create a proof
    • When a file is added to a files column, create a proof (for already created items)

     

    When an item with a file is created, create a proof

    After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow simply click on the "Authorize" button, and then confirm adding the integration to your board.

     

    When a file is added to a files column, create a proof
     

    After you select this type of integration, you'll be redirected to your Ziflow account and asked for authorization. If you're already signed in to Ziflow simply click on the "Authorize" button, and then confirm adding the integration to your board. Please note that during this configuration you can also choose an already added file column or add a new one.

    How to start submitting proofs using Monday.com?

    The way of triggering a new proof from Monday.com depends on the selected type of integration. 

     

    When an item with a file is created, create a proof

    1. Add a New item with a file

    Firstly, make sure that you've added a Files column to your board. Then click on a New item button and upload the required file. Please note that you cannot navigate somewhere else during this process and you have to upload the file right after you click on a New item button. Once you uploaded the file, you can edit the item according to your needs.

    2. Use Monday.com Form to add a New item 

    Firstly, make sure that you've added a Files column to your board. Then add Monday.com Form by clicking on the Add view button.

    The created form can be used for adding new Monday.com items along with files that will be pushed to Ziflow.

    This mechanism will automatically add a new item to your Monday.com board each time someone submits a Form. When a new item is added to the board, the Integration will send a file to Ziflow and a new Proof will be added.

     

    When a file is added to a files column, create a proof

     

    1. Add a file directly from an Add/Manage file picker or drag & drop the file directly in a file column

    Click on an Add/Manage files button for Monday.com item where you want to place a proof and upload the file using your preferred method

    Alternatively, you can also simply drag & drop the file in a file column:

    Additional information:

    • Currently, in Monday.com you cannot control how the proofing project will look like on Ziflow side. Proofs are created with a single reviewer (proof owner) and with empty proof settings. You can however edit the proof afterward and adjust it according to your needs. Simply, open the Proof Details Page, add reviewers & edit needed settings.
    • We support only creating new proofs. At this moment there is no possibility of adding new proof versions.
    • Monday.com has a limit of 500Mb for file uploads and it supports only the following file formats: PNG, JPEG, Word, PDF, Excel, GIF, MP4, SVG, TXT, AI