Ziflow integration with ClickUp

The Ziflow integration for ClickUp lets marketing and creative teams connect online proofing workflows directly to their project management tasks. By linking proofs with tasks, you can automate reviews, keep approvals organized, and maintain a clear audit trail across both platforms.

This how-to guide walks you through setting up the integration, enabling automation, and using proof data to manage work more efficiently inside ClickUp.

What you need before connecting Ziflow to ClickUp

Before you set up the integration, confirm the following requirements on both platforms:

• An active Ziflow account with permission to manage integrations.
• An active ClickUp Workspace and a user with the right to create or edit tasks.
• Access to Ziflow integrations or Connected Apps in your Ziflow settings.

Once you have these, you can connect the two tools and build a smooth workflow between proofing and task tracking.

How to connect Ziflow and ClickUp

The integration is configured from the Ziflow interface. Follow these steps to create a secure connection between the platforms.

Step 1: Open Ziflow integrations

1. Log in to your Ziflow account.
2. Go to the account or user settings menu.
3. Open the Integrations or Connected Apps area.
4. Find the option for ClickUp in the list of available integrations.

If you cannot see the option, confirm with your Ziflow administrator that integrations are enabled for your account.

Step 2: Authorize access to ClickUp

1. Select the ClickUp integration tile inside Ziflow.
2. Click the button to Connect or Authorize.
3. A new window or tab will prompt you to sign in to your ClickUp account if you are not already logged in.
4. Review the permissions requested by Ziflow, such as access to view and manage tasks or Spaces.
5. Click Allow or Authorize to complete the connection.

After authorization, Ziflow can read and update selected items in your ClickUp Workspace based on the rules you configure.

Configuring ClickUp workflows inside Ziflow

Once the connection is active, you can build workflows so proofs and tasks stay in sync. Ziflow uses events, conditions, and actions to automate behavior across systems.

Create a Ziflow workflow using ClickUp

1. In Ziflow, open the Workflows or Automations section.
2. Click Create workflow or a similar button.
3. Choose a Ziflow event that will trigger an action, such as:
   • Proof created
   • Proof decision made (approved, rejected, etc.)
   • New comment or reply added
4. Add conditions, if needed, such as folder, tag, or proof owner.
5. Select a ClickUp action to run when the event occurs.

Typical configurations link creative review milestones to task management, so teams always know the status of each asset.

Common ClickUp actions available from Ziflow

Depending on your configuration, you can typically automate the following types of actions in ClickUp from Ziflow:

• Create a new task when a proof is created.
• Update an existing task when the proof status changes.
• Post a comment in a task when new feedback is added to a proof.
• Change task status when a proof is approved or rejected.

By combining these actions, you can ensure your creative work stays aligned with the larger project plan managed in ClickUp.

Using ClickUp tasks to track Ziflow proofs

After setting up automations, your project management view in ClickUp becomes the central place to monitor creative assets, review rounds, and approvals.

Linking Ziflow proofs to ClickUp tasks

Ziflow workflows can automatically capture proof information and push it into ClickUp. That may include:

• Proof name and version.
• Proof owner or reviewers.
• Current proof status.
• Links back to the proof in Ziflow.

This information can be stored in task descriptions, custom fields, or comments, depending on how your team designs the integration rules.

Managing review cycles in ClickUp

With proof events flowing into your tasks, you can:

• Use task statuses to represent review phases, such as In Review, Changes Requested, or Approved.
• Assign or reassign tasks automatically when a proof decision is made.
• Filter and sort tasks by proof status using custom fields or tags.
• Keep stakeholders updated with automatic notifications from ClickUp when proofs move forward.

These patterns help teams coordinate design and content changes without having to manually update every task.

Best practices for the ClickUp and Ziflow integration

To maximize value from the integration, use a consistent structure across proofs and tasks.

Standardize naming and folders

• Adopt a naming convention that matches proofs in Ziflow with their tasks in ClickUp.
• Organize proofs in Ziflow folders that mirror Spaces, Folders, or Lists in your Workspace.
• Use the same tags or labels across both platforms for campaigns, clients, or product lines.

This consistency simplifies reporting and makes automation rules easier to maintain.

Align statuses between platforms

• Map Ziflow proof decisions to ClickUp task statuses in a predictable way.
• Consider adding dedicated statuses such as Awaiting Proof or Awaiting Approval in your workflows.
• Review status mappings regularly so that every integration rule still reflects your current process.

Aligned statuses ensure reports and dashboards accurately show the state of each asset and campaign.

Troubleshooting the ClickUp integration

If information stops syncing or an automation fails, verify each layer of the configuration.

Check permissions and tokens

• Confirm that the ClickUp user connected to Ziflow still has access to the relevant Workspace, Spaces, and Lists.
• If the Ziflow integration token or session has expired, disconnect and reconnect the integration from Ziflow.
• Make sure no security setting has blocked API calls between the tools.

Review workflow rules in Ziflow

• Verify that the triggering events are still active and relevant.
• Check that conditions, such as folder or owner filters, still match your current structure.
• Confirm the selected ClickUp actions refer to valid Spaces, Lists, or task templates.

After each change, run a test by creating a new proof or updating an existing one to confirm that ClickUp is updated as expected.

Learn more about the ClickUp and Ziflow connection

For detailed, source-level documentation of how this integration works, including any feature updates or interface changes, you can review the original guide from Ziflow at this Ziflow integration resource. It provides the most current setup instructions and supported options.

If you want additional consulting, process design, or optimization for your broader ClickUp setup, you can explore expert services at Consultevo, a site focused on helping teams build scalable workflows.

By connecting Ziflow with ClickUp and following the steps in this guide, you can turn creative proofs into fully traceable work items, keep all stakeholders aligned, and manage every review cycle from a single, organized workspace.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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