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Using a proof reference with Zapier
Using a proof reference with Zapier

Using a proof reference is a great way to send proof notifications from PageProof to your other business tools with Zapier.

Gemma avatar
Written by Gemma
Updated over a week ago

PageProof partnered with Zapier to send proof events to your other business tools, creating a more seamless experience for your team. You can read more here about the proof notifications that can be sent to apps such as Google Sheets/Docs, Teamwork, Wrike, Google Calendar, and more.

Using a proof reference with Zapier

We are using the popular project management tool Asana in this help article as an example of how to use the reference field and Zapier to send to proof notifications from PageProof into Asana.

Step 1: Turn on the optional reference field

In the main menu select team, then settings. Turn on the reference field option.

Step 2: Turn on the Zapier integration

Turn on the Zapier integration then click manage zaps.

zapier integration

Search for the application you want to connect with PageProof then click connect and log in to your Zapier account 

Note: your team administrator must have an account set up on Zapier. Setting up an account in is free.

Step 3: Create a zap

In your Zapier dashboard, type in ‘PageProof’ and the name of the tool you want to connect with. Select the trigger and the corresponding action you want to achieve. 

Your screen should look like this with connect this app, with this one, when this happens, then do this, all filled out:

Connect PageProof with your preferred tool in Zapier

Step 4: Construct your zap

On the setup page, check that the details are correct and click continue

Under Create Task, set up the following:

  • Select your Workspace/Organization 

  • Under project, select use a custom value (advanced), and then choose Proof Reference.

Create a Zapier task using the proof reference
  • For the name, choose Proof Title and under Notes include the message to reviewers and the proof URL

Add proof fields to your zap

Step 5: Try out your integration

Open the Asana project and copy the reference of that project found in the URL.
(see the highlighted text below in the screenshot)

Asana project reference

In PageProof, paste the reference of your Asana project in the reference field. When the new proof is sent out, you’ll see the new proof showing on your Asana table.

If you need any advice or assistance, reach out to us in-app using the chat on your dashboard.

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