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:
When a proof reaches a status
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.
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:
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.