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monday.com integration
Using PageProof templates in monday.com
Create a monday.com item when a specific user creates a proof
Create a monday.com item when a specific user creates a proof

Use a monday.com integration to automatically create a monday.com item when a specific user creates a proof. Here’s how.

Gemma avatar
Written by Gemma
Updated over a week ago

You can automatically create a monday.com item when a specific person in your team creates a proof. To do this you must add an integration card to your monday.com board.

Add the ‘user’ integration to your monday.com board

Step 1

Templates for when a proof is created by a user, create an item and keep it in sync

Step 2

Specify a user. All proofs this user creates will automatically create a monday.com item.

In this example, we have specified the user [email protected].

Integration card showing the user specified

Step 3

Specify the column information for your monday.com item.

Note: Make sure you have the column set on your board first.

Set columns of information for when an item is created

All proofs created by this user will now create an item in your monday.com board and will be kept in sync as the proof moves through its lifecycle.

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