Setting up Zapier and PageProof
What is Zapier
Zapier lets you connect PageProof to 5,000+ other web services (for example: ClickUp, Gmail, Basecamp, Google Sheets, Teamwork, and many more).
Automated connections called zaps (set up in minutes with no coding) can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each zap has one app as the trigger where your information comes from (PageProof will be the trigger) and which causes one or more actions in other apps, where your data gets sent automatically.
Trigger (PageProof) > Action (GoogleSheets, Teamwork, ClickUp etc)
PageProof sends triggers for the following events:
Proof to-do list returned
Proof to-do list reverted
Proof approval withdrawn
Reviewer can see the proof
Example: PageProof & Google Sheets
Create a new row on in the production jobs sheet when a proof is created:
When Zapier gets a trigger from PageProof for proof started, find the Google Sheet named production jobs and add a row to the sheet with proof name, proof owner and due date
Note: You can use filters to sub-select any information coming in from the trigger to make further decisions on. For example, filter for a job number, or a particular person.
To set up your PageProof and Zapier integration
To connect PageProof and Zapier together, your PageProof plan must be teams or enterprise and you must be the team administrator.
In PageProof, click your avatar and select team, then select integrations.
Turn on Zapier and click manage zaps. Login to Zapier (or create your free account).
Accept the invite to join the PageProof Zapier integration and create your first zap – or use one of our zap templates.