It’s easy to update a task in ClickUp with proof information. Before you begin, ensure PageProof and ClickUp are connected via Zapier.
Create a zap to update a ClickUp task
Connect PageProof and ClickUp if you haven’t done so already.
In Zapier, select create a zap.
Tip: If you have an existing working Zap for PageProof and ClickUp, duplicate it for ease!
Set up your Zap with the triggers you want to achieve in both apps – for example:
When your proof is approved, post a task comment in ClickUp
When a new proof is created, post a task comment in ClickUp.
Set up the action in ClickUp. You may follow the example shown below, or you may modify it based on your requirement.
Publish your zap.
To test your zap
Open any ClickUp task that you want to connect to your proof and copy the unique ID from the URL:
When creating a brand new proof, in the proof set-up screen paste the unique ID in the reference field.
If you’re connecting an existing proof, click the i icon, then click reference and paste in the unique ID:
For any assistance with setting up the PageProof and ClickUp Zapier connection, just reach out to us via the in-app chat on your dashboard.