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Set up your first integration
Quickly connect Procore to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Procore with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Change Event" from Procore.
Add your action
An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Procore and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- CompanyRequired
- ProjectRequired
Try ItTriggerInstant- CompanyRequired
- ProjectRequired
Try ItTriggerInstant- company_id
- project_idRequired
Try ItTriggerPolling- CompanyRequired
- ProjectRequired
Try ItTriggerInstant
- CompanyRequired
- Event_typeRequired
Try ItTriggerInstant- CompanyRequired
- ProjectRequired
- Drawing_areaRequired
Try ItTriggerInstant- CompanyRequired
- ProjectRequired
Try ItTriggerInstant- CompanyRequired
- ProjectRequired
Try ItTriggerInstant
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Practical ways you can use Procore and Microsoft SharePoint
Organize new SharePoint files in Procore
When a new file is added to a designated SharePoint folder, Zapier automatically creates the same file in Procore under the matching project folder. This integration minimizes the chance of losing critical files while improving organization across platforms.
IT
Sync new Procore project documents to SharePoint
When a new project file is added in Procore, Zapier can upload the same file to a specific folder in Microsoft SharePoint. This ensures all team members can access important project documents in their preferred collaboration tool without manual updates.
Project Management
Frequently Asked Questions about Procore + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Procore and Microsoft SharePoint
How do we integrate Procore with Microsoft SharePoint?
To integrate Procore with Microsoft SharePoint, you can use triggers and actions that connect both platforms. Start by selecting a trigger from Procore, such as 'New Project Created,' and then choose an action in SharePoint, like 'Create Folder.' This will automatically create a corresponding folder in SharePoint whenever a new project is created in Procore.
What triggers are available for the integration between Procore and Microsoft SharePoint?
Available triggers include events like 'New File Uploaded' or 'New Task Assigned' in Procore. These can initiate automated actions in Microsoft SharePoint to keep your documents and tasks synchronized across both platforms.
Can I sync documents automatically from Procore to Microsoft SharePoint?
Yes, you can set up a workflow where any new files uploaded to a specific project folder in Procore can automatically be uploaded to a designated folder in Microsoft SharePoint using our integration's file-syncing capabilities.
Is it possible to update my project data from Microsoft SharePoint back into Procore?
Currently, our integration primarily supports one-way data transfer from Procore to Microsoft SharePoint. You can trigger updates in SharePoint based on changes made in Procore but not vice versa.
How do I automate project management between the two platforms?
Utilize our automation features by setting up workflows where actions like 'Add New Task List' or 'Share Document Link' are triggered in SharePoint whenever there's relevant activity such as task assignments or document updates within Procore.
What happens if my file sync fails between Procore and Microsoft SharePoint?
If a file sync fails, check connectivity issues first. Our system logs will show any errors that occurred during syncing, which helps you troubleshoot the issue effectively and ensure continuous operation.
Are there security measures when integrating Procore with Microsoft SharePoint?
We prioritize security by ensuring all data transferred between Procore and Microsoft SharePoint is encrypted. Additionally, user authentication ensures that only authorized personnel can modify settings or access sensitive information during integrations.
