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Custom automations using PageProof & monday.com
Custom automations using PageProof & monday.com

You can create custom automations in monday.com based on a PageProof trigger. E.g to notify board subscribers of a new proof. Learn how.

Gemma avatar
Written by Gemma
Updated this week

Custom automations using PageProof & monday.com

PageProof offers two custom automation triggers in monday.com so that you create even more powerful workflows for your team.

Available triggers:

  1. When a proof reaches a status

  2. When a proof reaches a workflow step

Examples of custom automations:

  • When a proof reaches a status of approved, notify the monday.com item subscribers.

  • When a proof reaches a status of to-dos requested, move the monday.com item to a different board

  • When a proof reaches a workflow step of marketing team approval, notify in the marketing team slack channel.

To set up an automation

Step 1

On your monday.com board click automate.

Step 2

Click create custom automation.

The custom automation screen in monday.com

Step 3

Click when this happens and search for the trigger proof reaches status or proof reaches workflow step.

Then set the trigger, for example what status (in proofing, approved, etc), or what workflow step name (legal, marketing team approval, copywriter review, final step etc) will cause the action.

Tip
For the last step of the workflow, we support the workflow step name final step, last step, approver, and approver step.

Step 4

Click then do this to define the action you want to happen, then click create automation.

Your automation will look something like this:

An example custom automation that shows when a proof reaches the status of approved then notify item subscribers.

Video tutorials

Adding a custom automation: When a workflow step is reached, move the item to a group

Adding a custom automation: When a proof is approved, notify item subscribers

Our team is always available to help and give advice on what you can achieve with monday.com and PageProof. Reach out to us any time via the in-app chat on your dashboard.

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