Procore Integrations
Do More With Procore
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
Create documents in Procore from new files in OneDrive
With this integration turned on, documents added to a folder in OneDrive will automatically create a document in your \Procore project. Stop wasting time doing busy work!
How this OneDrive-Procore integration works
- A new document is uploaded into a project-specific folder in OneDrive
- The document is automatically uploaded to your project inside the Procore folder you choose (or at the root of the project).
Apps involved
- OneDrive
- Procore
Create Google Sheets rows for new Procore RFI's
Use this integration to add data from new Procore RFI's into Google Sheets for tracking purposes. Just select which project to export RFI's, then set up a Google Sheet with column headers you would like to fill with the RFI data. Make the mapping connection and you are good to go!
How this Procore-Google Sheets integration works
- A new RFI is created in Procore
- Zapier creates a spreadsheet row in Google Sheets
Apps involved
- Procore
- Google Sheets
Create documents in Procore from new attachments in Gmail
This integration relieves you of having to download attachments and then upload them into Procore. With this integration, you simply add a label or put an email into a project-specific folder in Gmail to send that document to your Procore project. To set this up, all you have to choose is which label/folder to look for new attachments, then choose where to send these documents in Procore. We recommend setting up labels/folders in Gmail that correlate to projects in Procore.
How this Gmail-Procore integration works
- An email is received with an attachment in the specified folder
- Zapier sends the document from Gmail into your Procore project documents folder
Apps involved
- Gmail
- Procore
Create documents in Procore from new files in Box
Uploading documents is a real drag, so why do it twice? Use this integration to automatically upload files in Procore when they are created in Box. Stop duplicating your work with Zapier!
How this Box-Procore integration works
- A file is added to a chosen folder in Box.
- The file is uploaded to the chosen folder in a Procore project.
Apps involved
- Box
- Procore
Create documents in Procore from new files in Dropbox folders
Uploading two documents in two different places is twice as much work! Save yourself the time and use this integration, instead. With this integration, whenever a new file is uploaded to your Dropbox folder, Zapier will automatically create a document in Procore.
How this Dropbox-Procore integration works
- A file is added to a chosen folder in Dropbox.
- The file is uploaded to the chosen folder in a Procore project.
Apps involved
- Dropbox
- Procore
Create documents in Procore from new documents in Google Drive
If you use Google Drive and Procore, then this integration should save you a ton of time! With this integration, whenever a new file is uploaded to Google Drive, Zapier automatically creates a document in Procore.
How this Google Drive-Procore integration works
- A file is added to a chosen folder in Google Drive.
- The file is uploaded to the chosen folder in a Procore project.
Apps involved
- Google Drive
- Procore
Create documents in Procore from new files uploaded in Egnyte
Uploading the same file twice can be a real drag. Use this integration to automatically create documents in Procore from new files in Egnyte folders.
How this Egnyte-Procore integration works
- A file is added to a chosen folder in Egnyte.
- The file is uploaded to the chosen folder in a Procore project.
Apps involved
- Egnyte
- Procore
Schedule Zoom meetings into your Procore Meetings
Do you like to use Zoom for meetings? This integration will allow you to automatically populate each new meeting created on your Procore project with a unique Zoom link available to all attendees.
How this Procore-Zoom integration works
- A new meeting is created in your Procore project.
- Zoom automatically spins up a new scheduled meeting.
- Your Procore meeting is updated with a link to the Zoom meeting in the meeting overview field.
Apps involved
- Procore
- Zoom
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Procore Integration Details
Launched on Zapier April 25, 2018
Zapier combines Triggers (like "New Photo") and Actions (like "Upload Photo") 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:
Uploads a new photo.
Creates a new observation.
Creates a new document.
Updates a project meeting.
Updates a work order contract.
Updates a manpower log.
Creates a new daily construction report log.
Copies all standard cost codes to project cost code list.
Creates a new project task item.
Creates a new call log.
Creates a new project.
Creates a new purchase order.
Creates a new project cost code.
Creates a new RFI.
Creates a new inspection checklist.
Creates a new drawing.
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 Work Order Contract is updated.
Triggers when a new Manpower Log is added.
Triggers when a project is updated.
Trigger when a new Task is created.
Trigger when a new Observation is added.
Trigger when a new Meeting is added.
Triggers when a new submittal is added.
Triggers when a new drawing is added.
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