Procore Integrations
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Create tasks in Asana from new Procore RFI's
Connect your Procore project to your Asana board using Zapier. With this integration, new RFI's in Procore will automatically create a new Asana task using details from the RFI.
How this Procore-Asana integration works
- RFI is created in Procore
- Zapier creates a task in Asana
Apps involved
- Procore
- Asana
Send Slack channel message when new RFI's are created
Increasing visibility of RFI's is important to your business. With this workflow, you can select a Slack channel to send notifications to whenever a new RFI is added to your Procore project.
How this Procore-Slack integration works
- A new RFI is submitted on your Procore project.
- Zapier sends a Slack message to the channel of your choice with a templated message including the RFI details.
Apps involved
- Procore
- Zapier
Receive a text message when new RFIs are created in Procore
Get notified instantly by text message when a new RFI is created on a project you are tracking. This template will send you an SMS text message with details from the Procore RFI when it's created, with a link directly to the RFI in Procore.
How this Procore-SMS integration works
- An RFI is created on a project of your choice in Procore
- Zapier sends you a text message with details from the RFI
Apps involved
- Procore
- Zapier
Receive a digest email for Procore RFI's
Creating and maintaining a lot of RFIs requires a lot of work, and it can be difficult to keep track of them all! Use this integration to create a digest of all of your Procore RFIs for your specified time period.
How this Procore-Daily Digest integration works
- A new RFI is created in Procore
- Zapier runs the RFI through the digest app and formats the digest input
- Zapier releases the digest at a chosen time and sends an email with the RFI digest body
Apps involved
- Procore
- Digest by Zapier
- Email by Zapier
Create Trello cards when new RFIs are created in Procore
Avoid double entry by automatically creating Trello cards when new RFI's are created on your Procore project. From this point, all you have to do is assign the RFI in Trello!
How this Procore-Trello integration works [eg. "How this Gmail-Trello integration works"]
- A new RFI is created in Procore
- A card is added to the Trello board of your choice with details about the RFI and a link back to Procore to reply!
Apps involved
- Procore
- Trello
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Procore Integration Details
Launched on Zapier May 8, 2018
Zapier combines Triggers (like "New Photo") and Actions (like "Create Document") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Procore Triggers, Searches, and Actions are supported by Zapier:
Creates a new document.
Uploads a new photo.
Creates a new observation.
Creates a new call log.
Creates a new change event.
Creates a new company contact.
Copies all standard cost codes to project cost code list.
Creates a new project cost code.
Creates a new daily construction report log.
Creates a new document folder.
Creates a new drawing.
Creates a new inspection checklist.
Creates a new manpower log.
Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.
Creates a new purchase order.
Creates a new RFI.
Creates a new Submittal.
Creates a new project task item.
Updates a manpower log.
Updates a project meeting.
Updates a project Submittal.
Updates a work order contract.
Creates a new work order contract.
Triggers when a new photo is uploaded.
Triggers when a new project file is added.
Triggers when a new RFI is added.
Trigger when a new Change Event is added.
Triggers when a new drawing is added.
Trigger when a new Inspection is created.
Triggers when a new Inspection Log is added.
Triggers when a new Manpower Log is added.
Trigger when a new Meeting is added.
Trigger when a new Observation is added.
Trigger when a new Project is created.
Triggers when a project is updated.
Trigger when a new Punch Item is added.
Trigger when a new Site Instruction is created.
Triggers when a new submittal is added.
Trigger when a Submittal is updated.
Trigger when a new Task is created.
Triggers when a new timecard entry is created.
Trigger when a new Work Order Contract is created.
Search for a project document by id.
Search for a project task by id.
Search for a project scheduled task by id.
Search for a submittal by id.
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