Creating a Zap with GoProof

A Zap is an automated workflow that connects two or more apps together. Each Zap is made up of a trigger (an event that starts the workflow) and one or more actions (what happens automatically as a result). For example, when a new proof is created in GoProof, a Zap could automatically send a Teams message or create a card in Trello—without any manual work or coding.

Think of Zaps as your digital assistants, quietly taking care of repetitive tasks so you can focus on more important work.

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Before proceeding, make sure you know how to get to the Zapier integration page and have linked your Zapier and GoProof accounts. To do so, visit this helpsheet.

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Ways to create your Zaps

1. AI Helper - enter the event that starts your workflow and what happens next as a result in the text field provided. Use the example as your guide on how to write up your workflow. Click on the Generate button to show the workflow templates and click on the Use this workflow button to select your preferred workflow template. You will need to complete the required steps to test your selected trigger and action, before publishing your Zap.

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2. Search / Popular workflows option - use the text field provided in the Connect this app section of the page to search for the app that fits your workflow needs. Alternatively, select one of the listed popular workflow templates. Click on the Use this workflow button to select your preferred workflow template wherein you'll complete the required steps to test your selected trigger and action before publishing your Zap.

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3. Create from scratch - using the Create workflow button (top-right corner) or the Create from scratch link (bottom of the page), you will be redirected to the Zap editor. Click on the Trigger and the Action cards to select the apps needed for your events and complete the required steps to test your Zap before publishing.

That's it! You have now created your Zaps. Any published Zaps you have created, either within GoProof or directly in Zapier, will be displayed in the Zapier Integration page within GoProof.

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To help you get started in creating Zaps, feel free to visit Zapier's Zaps quick start guide for further assistance.