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
Step 1
Connect PageProof and ClickUp if you haven’t done so already.
Step 2
In Zapier, select create a zap.
Tip: If you have an existing working Zap for PageProof and ClickUp, duplicate it for ease!
Step 3
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.
Step 4
Set up the action in ClickUp. You may follow the example shown below, or you may modify it based on your requirement.
Step 5
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.