Procore Integrations

  • 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

    1. RFI is created in Procore
    2. 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

    1. A new RFI is submitted on your Procore project.
    2. 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

    1. An RFI is created on a project of your choice in Procore
    2. 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

    1. A new RFI is created in Procore
    2. Zapier runs the RFI through the digest app and formats the digest input
    3. 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"]

    1. A new RFI is created in Procore
    2. 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

    1. A new document is uploaded into a project-specific folder in OneDrive
    2. 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

    1. A new RFI is created in Procore
    2. 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

    1. An email is received with an attachment in the specified folder
    2. 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

    1. A file is added to a chosen folder in Box.
    2. 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

    1. A file is added to a chosen folder in Dropbox.
    2. 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

    1. A file is added to a chosen folder in Google Drive.
    2. 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

    1. A file is added to a chosen folder in Egnyte.
    2. 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

    1. A new meeting is created in your Procore project.
    2. Zoom automatically spins up a new scheduled meeting.
    3. 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:

Upload Photo

Uploads a new photo.

Create Observation

Creates a new observation.

Create Document

Creates a new document.

Update Project Meeting

Updates a project meeting.

Update Work Order Contract

Updates a work order contract.

Update Manpower Log

Updates a manpower log.

Create a Daily Construction Report Log

Creates a new daily construction report log.

Copy From Standard Cost Code List

Copies all standard cost codes to project cost code list.

Create Project Task Item

Creates a new project task item.

Create a Call Log

Creates a new call log.

Create Project

Creates a new project.

Create Purchase Order

Creates a new purchase order.

Create Project Cost Code

Creates a new project cost code.

Create RFI

Creates a new RFI.

Create Inspection Checklist

Creates a new inspection checklist.

Create Drawing

Creates a new drawing.

New Photo

Triggers when a new photo is uploaded.

New Project Document

Triggers when a new project file is added.

New RFI

Triggers when a new RFI is added.

Work Order Contract Updated

Trigger when a Work Order Contract is updated.

New Manpower Log

Triggers when a new Manpower Log is added.

Project Updated

Triggers when a project is updated.

New Task

Trigger when a new Task is created.

New Observation

Trigger when a new Observation is added.

New Meeting

Trigger when a new Meeting is added.

New Submittal

Triggers when a new submittal is added.

New Drawing

Triggers when a new drawing is added.

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Procore is a construction project management platform built in the cloud.