monday.com integration
PageProof & monday.com. How to create proofs directly from monday.com, use templates and automations, add Item and Dashboard views, and more.
By PageProof and 2 others3 authors19 articles
- PageProof & monday.com: Monday native integrationIt’s easy to create proofs and reference them to a board, group, or item to keep your team up to date with progress of approvals.
- Item viewInstall the PageProof item view to your monday.com board to see all proofs connected to your monday.com item, and create proofs too.
- Board viewInstall the PageProof board view to your monday.com board to view detailed information about your proofs, and create proofs too.
- Dashboard widgetInstall the Dashboard Widget to show up to date information about proofs that reference your monday.com boards, any of their groups or items
- Create a proof from a monday.com attachmentCreating a proof directly from monday.com has never been so easy with the PageProof and monday.com integration, and the PageProof Item view.
- Create an email proof from monday.comCreating email proofs directly from monday.com has never been so easy with the PageProof & Monday integration, and the PageProof Item view.
- Create a website proof from monday.comCreating website URL proofs directly from monday.com has never been so easy with the PageProof integration, and the PageProof Item view.
- Automatically create a proof from monday.com using a templateHere’s how to automatically create a proof from monday.com without leaving monday.com by using a template.
- Custom automations using PageProof & monday.comYou can create custom automations in monday.com based on a PageProof trigger. E.g to notify board subscribers of a new proof. Learn how.
- How to open a proof link from your monday.com desktop appTo open the proof URL link from an item in the monday.com macOS (or desktop) app, follow these instructions.
- Connect an existing proof with a monday.com item, group, or boardEasily connect an existing proof with a monday.com board, group, or item by adding a reference in the proof info pane.
- Why can’t my file be uploaded to monday.com?monday.com automations have a file upload limit of 500MB which may prevent an automation that uploads proof files into monday.com
- Creating a service account for your team’s PageProof integration for monday.comWe recommend using a service account in both PageProof and monday.com to ensure integration stability and avoid connection issues.
Using PageProof templates in monday.com
There are 10 templates that can be used to automate and make magic happen between PageProof and monday.com
- monday.com PageProof integration templatesThere are 10 PageProof templates available for your monday.com board to help automate and keep information on your board updated.
- Allow files to be uploaded to monday.comUsing the monday.com & PageProof integration? You can set up an automation to upload files to monday.com when a proof reaches a status.
- Automatically update a monday.com proof status columnHere’s how to automatically update a monday item or sub-item status column to keep track of the proof status.
- Create a Monday item when a proof is created from AdobeYou can easily create a monday.com item when a proof is created using the PageProof Adobe add-on by using a tag
- Sync a monday.com item with proof workflow step informationHere’s how to automatically update a monday item column to keep track of where the proof is at in its workflow.
- Create a monday.com item when a specific user creates a proofUse a monday.com integration to automatically create a monday.com item when a specific user creates a proof. Here’s how.