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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Add Attachment" in Zoho CRM.

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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.

- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company_id
  Required
- project_id
  Required
Trigger
Polling
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It

- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It

- Company
  Required
- Project
  Required
- Event_type
  Required
Trigger
Instant
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- First Name
  Required
- Last Name
  Required
- Is Employee
  Required
- Employee Id
  Required
- Active
  Required
- Origin Id
  Required
Action
Write
- Company
  Required
- Project Name
  Required
- Description
- Due Date
- Status
  Required
- Use Metric Units
- Use Tax from Cost
- Individual Labor Rates
- Project Number
- Square Footage
- Street Address
- City
- State
- Zip Code
- Country
- Is Template
- Use Unit Labor Cost
- Enable WBS Validation
- Disable EA Parts Rounding
Action
Write
- Company
  Required
- First_name
- Last_name
  Required
- Email_address
  Required
- Job_title
- Address
- City
- State_code
- Zip
- Country_code
- Business_phone
- Business_phone_extension
- Mobile_phone
- Fax_number
- Email_signature
- Is_active
- Is_employee
- Employee_id
- Origin_id
- Vendor_id
- Notes
- Initials
Action
Write
- Company
  Required
- Project
  Required
- Sub_job
- Standard_cost_code_list
  Required
Action
Write
- Company
  Required
- Project
  Required
- Budget Change Number
- Status
  Required
- Title
  Required
- Description
- Adjustment Line Items (JSON Array)
- Prostore File IDs (comma-separated)
- Production Quantities (JSON Array)
Action
Write
- Company_id
  Required
- Type
  Required
- Name
  Required
- Description
- Unit Cost
- Unit Labor
- Unit Labor Cost
- Manufacturer
- Catalog Number
- Supplier
- Cost Type Code
- Cost Type Name
- Waste (%)
- Item Margin (%)
- Labor Margin (%)
- Unit Labor Rate
- Is Untaxed?
- Unit
  Required
- Notes
- Color
- Catalog ID
  Required
- Sub-Item Type
- Sub-Item ID (For Existing Item)
- Sub-Item Name
- Sub-Item Description
- Sub-Item Unit Cost
- Sub-Item Unit Labor
- Sub-Item Unit Labor Cost
- Sub-Item Manufacturer
- Sub-Item Catalog Number
- Sub-Item Supplier
- Sub-Item Cost Type Code
- Sub-Item Cost Type Name
- Sub-Item Waste (%)
- Sub-Item Margin (%)
- Sub-Item Labor Margin (%)
- Sub-Item Unit Labor Rate
- Sub-Item Is Untaxed?
- Sub-Item Unit
- Sub-Item Notes
- Sub-Item Multiplier
Action
Write
- Company
  Required
- Project
  Required
- Direct Cost ID
  Required
- Amount
  Required
- WBS Code ID
  Required
- Cost_code
  Required
- Description
  Required
- Extended Type
  Required
- Quantity
  Required
- Line Item Type ID
  Required
- Origin Data
- Origin ID
- Unit Cost
  Required
- Unit of Measure
  Required
Action
Write
- Company
  Required
- Project
  Required
- Attachments
- Actual Completion Date (YYYY-MM-DD)
- Approval Letter Date (YYYY-MM-DD)
- Architect ID
- Contractor ID
- Contract Date (YYYY-MM-DD)
- Estimated Completion Date (YYYY-MM-DD)
- Contract Start Date (YYYY-MM-DD)
- Description
- Exclusions
- Executed
- Execution Date (YYYY-MM-DD)
- Inclusions
- Issued On Date (YYYY-MM-DD)
- Letter of Intent Date (YYYY-MM-DD)
- Prime Contract Number
- Origin Data
- Origin ID
- Retainage Percent
- Returned Date (YYYY-MM-DD)
- Signed Contract Received Date (YYYY-MM-DD)
- Status
- Title
- Vendor ID
- Accounting Method
- Custom Field
- Drawing Revision IDs (comma-separated integers)
- File Version IDs (comma-separated integers)
- Form IDs (comma-separated integers)
- Image IDs (comma-separated integers)
- Upload IDs (comma-separated integers)
- Currency Exchange Rate
- Currency ISO Code
Action
Write
- Company
  Required
- Project
  Required
- Amount
  Required
- Purchase Order Contract ID
  Required
- Cost_code_id
- Description
- Extended Type
- Quantity
- Line Item Type ID
- Origin Data
- Origin ID
- Tax Code ID
- Unit Cost
- Unit of Measure
- WBS Code ID
Action
Write
- Company
  Required
- Project
  Required
- Vendor
  Required
- Trade
  Required
- Date
- Notes
- Apprentice_hours
- Number_of_apprentice_workers
- Foreman_hours
- Number_of_foreman_workers
- Journeyman_hours
- Number_of_journeyman_workers
- Number_of_other_workers
- Other_hours
Action
Write
- Company
  Required
- Project
  Required
- Document (File) ID
  Required
Action
Write
- Company
  Required
- Project
  Required
- Document Folder ID
  Required
Action
Write
- Company
  Required
- Project
  Required
- Drawing_set
  Required
- Drawing_area
  Required
- Drawing
  Required
- Name
  Required
- Drawing_number_contains_revision
- Drawing_date
- Received_date
Action
Write
- Company_id
  Required
- Project_id
  Required
- Call_log Date
- Call_log Datetime
- Call_log Description
- Call_log End_hour
- Call_log End_minute
- Call_log Start_hour
- Call_log Start_minute
- Call_log Subject_from
- Call_log Subject_to
Action
Write
- Company_id
  Required
- Project_id
  Required
- Instruction Instruction_type_id
  Required
- Instruction Instruction_from_id
- Instruction Attention_ids
- Instruction Distribution_member_ids
- Instruction Trade_ids
- Instruction Number
- Instruction Title
  Required
- Instruction Status
  Required
- Instruction Date_received
- Instruction Schedule_impact Status
- Instruction Schedule_impact Value
- Instruction Cost_impact Status
- Instruction Cost_impact Value
- Instruction Private
- Instruction Description
- Instruction Attachments
Action
Write
- Company_id
  Required
- Project_id
  Required
- Vendor Name
  Required
- Vendor Address
- Vendor City
- Vendor Zip
- Vendor Business_phone
- Vendor Mobile_phone
- Vendor Fax_number
- Vendor Email_address
- Vendor Is_active
- Vendor State_code
- Vendor Authorized_bidder
- Vendor Prequalified
- Vendor Country_code
- Vendor Labor_union
- Vendor License_number
- Vendor Website
- Vendor Union_member
- Vendor Non_union_prevailing_wage
- Vendor Abbreviated_name
- Vendor Notes
- Vendor Vendor_group_id
- Vendor Parent_id
- Vendor Primary_contact_id
- Vendor Origin_id
- Vendor Origin_data
- Vendor Origin_code
- Vendor Trade_ids
- Vendor Bidding_distribution_ids
- Vendor Standard_cost_code_ids
- Vendor Trade_name
- Vendor Bidding Affirmative_action
- Vendor Bidding Small_business
- Vendor Bidding African_american_business
- Vendor Bidding Hispanic_business
- Vendor Bidding Womens_business
- Vendor Bidding Historically_underutilized_business
- Vendor Bidding Sdvo_business
- Vendor Bidding Certified_business_enterprise
- Vendor Bidding Asian_american_business
- Vendor Bidding Native_american_business
- Vendor Bidding Disadvantaged_business
- Vendor Bidding Minority_business_enterprise
- Vendor Bidding Eight_a_business
- Id
  Required
Action
Write
- Company_id
  Required
- Project_id
  Required
- Id
  Required
- Manpower Log.Company Id
- Manpower_log User_id
- Manpower_log Cost_code_id
- Manpower_log Location_id
- Manpower_log Trade_id
- Manpower_log Date
- Manpower_log Datetime
- Manpower_log Notes
- Manpower_log Num_workers
- Manpower_log Num_hours
- Manpower_log Mt_location
- Manpower_log Status
- Manpower_log Custom_field_ Custom_field_definition_id
Action
Write
- Company
  Required
- Project
  Required
- Image_name
  Required
- Private
- Data
- Source
- Image_description
- Image_category
  Required
- Image_location
- Trade_ids
Action
Write
- Company
  Required
- Project
  Required
- Inspection_item_failed
- Name
  Required
- Item_type
  Required
- Assignee
- Contributing_behavior_id
- Contributing_condition_id
- Checklist_item_id
- Coordination_issue_id
- Created_by_id
- Description
- Due_date
- Hazard_id
- Incident_action_id
- Number
- Personal
- Priority
- Status
- Trade
- Distribution_member_ids
- Observation_location
- Mt_location
- Attachments
Action
Write
- Company
  Required
- Name
  Required
- Total_value
- Project_number
- Description
- Active
- Address
- City
- State_code
- Zip
- Country_code
- Phone
- Estimated_start_date
- Estimated_completion_date
- Warranty_start_date
- Warranty_end_date
- Flag
- Office
- Public_notes
- Project_stage
- Project_type
- Project_region
- Project_template
- Project_bid_type
- Program
- Square_feet
- Enable_copy_of_standard_cost_codes
Action
Write
- Company
  Required
- Project
  Required
- Title
- Vendor
- Assignee
- Bill_to_address
- Delivery_date
- Description
- Executed
- Number
- Payment_terms
- Private
- Retainage_percent
- Ship_to_address
- Ship_via
- Status
Action
Write
- Company
  Required
- Project
  Required
- Number
  Required
- Description
- Title
- Type
- Actual Delivery Date
- Attachments
- Confirmed Delivery Date
- Cost Code ID
- Custom Text Area 1
- Custom Text Field 1
- Design Team Review Time (days)
- Distribution Member IDs
- Due Date
- Internal Review Time (days)
- Issue Date
- Lead Time (days)
- Location ID
- Private
- Prostore File IDs
- Received Date
- Received From ID
- Required On Site Date
- Responsible Contractor ID
- Revision
- Scheduled Task Key (Deprecated)
- Scheduled Task ID
- Source Submittal Log ID
- Specification Section ID
- Status ID
- Sub Job ID
- Submit By Date
- Submittal Manager ID
- Submittal Package ID
Action
Write
- Company
  Required
- Project
  Required
- Title
- Number
- Description
- Due_date
- Status
  Required
- Private
- Assignee
Action
Write
- Company
  Required
- Project
  Required
- Meeting
  Required
- Overview
  Required
Action
Write
- Company
  Required
- Project
  Required
- Purchase Order Contract ID
  Required
- Line Item ID
  Required
- Amount
- Cost Code ID
- Description
- Extended Type
- Quantity
- Line Item Type ID
- Origin Data
- Origin ID
- Tax Code ID
- Unit Cost
- Unit of Measure
- WBS Code ID
Action
Write
- Company
  Required
- Project
  Required
- Contract_id
  Required
- Actual_completion_date
- Contract_estimated_completion_date
- Contract_start_date
- Description
- Exclusions
- Executed
- Inclusions
- Number
- Private
- Retainage_percent
- Signed_contract_received_date
- Status
- Title
- Vendor_id
Action
Write
- Company
  Required
- Project
  Required
- Title
- Number
- Description
- Actual_completion_date
- Contract_estimated_completion_date
- Contract_start_date
- Exclusions
- Executed
- Inclusions
- Invoice_contact_users
- Private
- Retainage_percent
- Signed_contract_received_date
- Status
- Vendor
Action
Write
- Procore Company
  Required
- Procore Project
  Required
Action
Search
- Procore Company
- Procore Project
- Document
Action
Search
- Procore Company
- Procore Project
- Project Scheduled Task
Action
Search
- Procore Company
  Required
- Procore Project
  Required
- Timesheet ID
  Required
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Company
  Required
- Event_type
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Drawing_area
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Folder
Trigger
Instant
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Event_type
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- First Name
  Required
- Last Name
  Required
- Is Employee
  Required
- Employee Id
  Required
- Origin Id
  Required
Action
Write
- Company
  Required
- Project
  Required
- Title
- Number
- Change_event_status
  Required
- Change_order_change_reason
- Event_scope
  Required
- Event_type
- Rfi
- Origin_data
- Origin_id
- Line Item ID
- Budget Code ID
- Description
- Unit of Measure
- Estimated Cost Amount
- Estimated Cost Quantity
- Estimated Cost Unit Cost
- Estimated_cost_calculation_strategy
- Line Item Type ID
- Cost_code_id
- Proposed Vendor ID
- Proposed Contract ID
- Commitment Contract Line Item ID
- Attachments_by_drawing_revision_ids
- Attachments_by_file_version_ids
- Attachments_by_form_ids
- Attachments_by_image_ids
- Attachments_by_uuid_ids
- Attachments
Action
Write
- Company
  Required
- File ID
  Required
Action
Write
- Company
  Required
- Project
  Required
- Code
  Required
- Name
  Required
- Position
Action
Write
- Company
  Required
- Project
  Required
- Wbs_code_id
  Required
- Original Budget Amount
- Unit of Measure
- Quantity
- Unit Cost
- Calculation Strategy
Action
Write
- Company
  Required
- Project
  Required
- Description
- Direct Cost Date (YYYY-MM-DD)
- Employee ID
- Invoice Number
- Origin Data
- Origin ID
- Payment Date (YYYY-MM-DD)
- Received Date (YYYY-MM-DD)
- Status
- Terms
- Vendor Id
  Required
- Direct Cost Type
  Required
- Line Items (JSON Array)
- Attachments (comma-separated file paths)
Action
Write
- Company
  Required
- Project
  Required
- Form Name
  Required
- Description
  Required
- Form Template ID
  Required
- Private
- Fillable PDF
  Required
- Attachments
Action
Write
- Company
  Required
- Project
  Required
- Prime Contract ID
  Required
- Amount
- Cost_code
  Required
- Description
- Extended Type
- Quantity
- Line Item Type ID
- Origin Data
- Origin ID
- Tax Code ID
- Unit Cost
- Unit of Measure
- WBS Code ID
Action
Write
- Company
  Required
- Project ID
  Required
- Commitment ID
  Required
- Attachments
- Period ID
- Requisition Start Date
- Requisition End Date
- Billing Date
- Is Final Invoice?
- Invoice Number
- Payment Date
- Origin Data
- Origin ID
- Status
  Required
- Submitted At
- Comment
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Parent_folder
- File
  Required
- Description
- Is_tracked
- Explicit_permissions
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Parent
- Is_tracked
- Explicit_permissions
Action
Write
- Company
  Required
- Document Folder ID
  Required
Action
Write
- Company_id
  Required
- Project_id
  Required
- Incident Description
- Incident Event_date
- Incident Distribution_member_ids
- Incident Private
- Incident Recordable
- Incident Status
- Incident Time_unknown
- Incident Title
- Incident Contributing_behavior_id
- Incident Contributing_condition_id
- Incident Hazard_id
- Incident Location_id
- Incident Environmentals Environmental_type_id
- Incident Environmentals Description
- Incident Environmentals Estimated_cost_impact
- Incident Environmentals Quantity_value
- Incident Environmentals Quantity_unit_of_measure
- Incident Environmentals Affected_company_id
- Incident Environmentals Managed_equipment_id
- Incident Environmentals Work_activity_id
- Incident Environmentals Custom_field_ Custom_field_definition_id
- Incident Injuries Date_of_death
- Incident Injuries Description
- Incident Injuries Filing_type
- Incident Injuries Hospitalized_overnight
- Incident Injuries Recordable
- Incident Injuries Treated_in_er
- Incident Injuries Treatment_facility_address
- Incident Injuries Treatment_facility
- Incident Injuries Treatment_provider
- Incident Injuries Work_days_absent
- Incident Injuries Work_days_restricted
- Incident Injuries Work_days_transferred
- Incident Injuries Affliction_type_id
- Incident Injuries Body_diagram_type
- Incident Injuries Affected_body_parts
- Incident Injuries Affected_person_id
- Incident Injuries Affected_party_id
- Incident Injuries Body_part_ids
- Incident Injuries Harm_source_id
- Incident Injuries Affected_company_id
- Incident Injuries Managed_equipment_id
- Incident Injuries Work_activity_id
- Incident Injuries Custom_field_ Custom_field_definition_id
- Incident Near_misses Description
- Incident Near_misses Affected_person_id
- Incident Near_misses Affected_party_id
- Incident Near_misses Harm_source_id
- Incident Near_misses Affected_company_id
- Incident Near_misses Managed_equipment_id
- Incident Near_misses Work_activity_id
- Incident Near_misses Custom_field_ Custom_field_definition_id
- Incident Property_damages Description
- Incident Property_damages Estimated_cost_impact
- Incident Property_damages Affected_company_id
- Incident Property_damages Responsible_company_id
- Incident Property_damages Managed_equipment_id
- Incident Property_damages Work_activity_id
- Incident Property_damages Custom_field_ Custom_field_definition_id
- Incident Witness_statements_attributes Statement
- Incident Witness_statements_attributes Date_received
- Incident Witness_statements_attributes Witness_id
- Incident Witness_statements_attributes Custom_field_ Custom_field_definition_id
- Incident Upload_uuids
- Incident Custom_field_ Custom_field_definition_id
- Incident Drawing_revision_ids
- Incident File_version_ids
- Incident Form_ids
- Incident Image_ids
Action
Write
- Company_id
  Required
- Vendor Name
  Required
- Vendor Address
- Vendor City
- Vendor Zip
- Vendor Business_phone
- Vendor Mobile_phone
- Vendor Fax_number
- Vendor Email_address
- Vendor Is_active
- Vendor State_code
- Vendor Authorized_bidder
- Vendor Prequalified
- Vendor Country_code
- Vendor Labor_union
- Vendor License_number
- Vendor Website
- Vendor Union_member
- Vendor Non_union_prevailing_wage
- Vendor Abbreviated_name
- Vendor Notes
- Vendor Vendor_group_id
- Vendor Parent_id
- Vendor Primary_contact_id
- Vendor Origin_id
- Vendor Origin_data
- Vendor Origin_code
- Vendor Trade_ids
- Vendor Bidding_distribution_ids
- Vendor Standard_cost_code_ids
- Vendor Trade_name
- Vendor Bidding Affirmative_action
- Vendor Bidding Small_business
- Vendor Bidding African_american_business
- Vendor Bidding Hispanic_business
- Vendor Bidding Womens_business
- Vendor Bidding Historically_underutilized_business
- Vendor Bidding Sdvo_business
- Vendor Bidding Certified_business_enterprise
- Vendor Bidding Asian_american_business
- Vendor Bidding Native_american_business
- Vendor Bidding Disadvantaged_business
- Vendor Bidding Minority_business_enterprise
- Vendor Bidding Eight_a_business
Action
Write
- Company_id
  Required
- Project_id
  Required
- Manpower Log.Company Id
- Manpower_log User_id
- Manpower_log Cost_code_id
- Manpower_log Location_id
- Manpower_log Trade_id
- Manpower_log Date
- Manpower_log Datetime
- Manpower_log Notes
- Manpower_log Num_workers
- Manpower_log Num_hours
- Manpower_log Mt_location
- Manpower_log Custom_field_ Custom_field_definition_id
Action
Write
- Company_id
  Required
- Project_id
  Required
- Incident Description
- Incident Event_date
- Incident Distribution_member_ids
- Incident Private
- Incident Recordable
- Incident Status
- Incident Time_unknown
- Incident Title
- Incident Contributing_behavior_id
- Incident Contributing_condition_id
- Incident Hazard_id
- Incident Location_id
- Incident Environmentals Environmental_type_id
- Incident Environmentals Description
- Incident Environmentals Estimated_cost_impact
- Incident Environmentals Quantity_value
- Incident Environmentals Quantity_unit_of_measure
- Incident Environmentals Affected_company_id
- Incident Environmentals Managed_equipment_id
- Incident Environmentals Work_activity_id
- Incident Environmentals Custom_field_ Custom_field_definition_id
- Incident Injuries Date_of_death
- Incident Injuries Description
- Incident Injuries Filing_type
- Incident Injuries Hospitalized_overnight
- Incident Injuries Recordable
- Incident Injuries Treated_in_er
- Incident Injuries Treatment_facility_address
- Incident Injuries Treatment_facility
- Incident Injuries Treatment_provider
- Incident Injuries Work_days_absent
- Incident Injuries Work_days_restricted
- Incident Injuries Work_days_transferred
- Incident Injuries Affliction_type_id
- Incident Injuries Body_diagram_type
- Incident Injuries Affected_body_parts
- Incident Injuries Affected_person_id
- Incident Injuries Affected_party_id
- Incident Injuries Body_part_ids
- Incident Injuries Harm_source_id
- Incident Injuries Affected_company_id
- Incident Injuries Managed_equipment_id
- Incident Injuries Work_activity_id
- Incident Injuries Custom_field_ Custom_field_definition_id
- Incident Near_misses Description
- Incident Near_misses Affected_person_id
- Incident Near_misses Affected_party_id
- Incident Near_misses Harm_source_id
- Incident Near_misses Affected_company_id
- Incident Near_misses Managed_equipment_id
- Incident Near_misses Work_activity_id
- Incident Near_misses Custom_field_ Custom_field_definition_id
- Incident Property_damages Description
- Incident Property_damages Estimated_cost_impact
- Incident Property_damages Affected_company_id
- Incident Property_damages Responsible_company_id
- Incident Property_damages Managed_equipment_id
- Incident Property_damages Work_activity_id
- Incident Property_damages Custom_field_ Custom_field_definition_id
- Incident Witness_statements_attributes Statement
- Incident Witness_statements_attributes Date_received
- Incident Witness_statements_attributes Witness_id
- Incident Witness_statements_attributes Custom_field_ Custom_field_definition_id
- Incident Upload_uuids
- Incident Custom_field_ Custom_field_definition_id
- Incident Drawing_revision_ids
- Incident File_version_ids
- Incident Form_ids
- Incident Image_ids
- Id
  Required
Action
Write
- Company
  Required
- Project
  Required
- Form ID
  Required
Action
Write
- Company
  Required
- Project
  Required
- Template
  Required
- Name
  Required
- Number
- Description
- Identifier
- Inspection_date
- Due_at
- Inspection_type_id
- Managed_equipment_id
- Private
- Point_of_contact
- Inspectee
- Responsible_contractor
- Spec_section
- Status
- Trade
- The IDs of the Distribution Members for the Inspection (comma-separated integers)
- Drawing Revision IDs (comma-separated integers)
- File Version IDs (comma-separated integers)
- Form IDs (comma-separated integers)
- Image IDs (comma-separated integers)
- Upload IDs (comma-separated integers)
- PDM document (comma-separated integers)
- Inspectors
- Spec_location
Action
Write
- Company
  Required
- Prime Contract ID
  Required
- Project ID
  Required
- Attachments
- Billing Period ID
- Period Start Date
- Period End Date
- Billing Date
- Invoice Number
- Origin Data
- Origin ID
- Status
  Required
- Include Attachments
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Description
- Due
- Position
- Priority
- Private
- Status
- Date_initiated
- Schedule_impact
- Schedule_impact_days
- Reference
- Cost_impact
- Cost_impact_amount
- Trade_id
- Punch_item_type_id
- Login_information_ids
- Location_id
- Attachments
Action
Write
- Company
  Required
- Project
  Required
- Subject
  Required
- Rfi_manager
  Required
- Reference
- Assignees
  Required
- Required Assignee IDs
- Draft
- Due Date
- Rfi_submitted_by
- Responsible Contractor
- Distributions
- RFI Number
- Private
- Project Stage ID
- Schedule Impact Status
- Schedule Impact Value
- Cost Impact Status
- Cost Impact Value
- Location ID
- Drawing Number
- Specification Section ID
- Cost Code ID
- Custom Text Field 1
- Custom Text Field 2
- Attachments
- Can Be Viewed
- Filename
- Viewable
- Question Body
  Required
- Attachment_ids
- Attachments_by_drawing_revision_ids
- Attachments_by_file_version_ids
- Attachments_by_form_ids
- Attachments_by_image_ids
- Attachments_by_upload_ids
- Attachments_by_document_management_document_revision_ids
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Code
Action
Write
- Company
  Required
- Project
  Required
- Hours
- Lunch_time
- Party_id
- Time_in
- Time_out
- Billable
- Date
- Datetime
- Description
  Required
- Timecard_time_type_id
- Timesheet_id
- Cost_code_id
  Required
- Sub_job_id
- Location_id
- Login_information_id
- Origin_id
- Origin_data
- Line_item_type_id
Action
Write
- Company
  Required
- Project
  Required
- Purchase Order Contract ID
  Required
- Attachments
- Purchase_order_contract_instructions
- Accounting Method
- Approval Letter Date (YYYY-MM-DD)
- Assignee ID
- Bill to Address
- Contract Date (YYYY-MM-DD)
- Delivery Date (YYYY-MM-DD)
- Description
- Executed
- Execution Date (YYYY-MM-DD)
- Invoice Contact User IDs (comma-separated)
- Issued On Date (YYYY-MM-DD)
- Letter of Intent Date (YYYY-MM-DD)
- Origin Code
- Origin Data
- Origin ID
- Number
- Payment Terms
- Private
- Retainage Percent
- Returned Date (YYYY-MM-DD)
- Ship to Address
- Ship Via
- Status
- Title
- Vendor ID
- Drawing Revision IDs (comma-separated)
- File Version IDs (comma-separated)
- Form IDs (comma-separated)
- Image IDs (comma-separated)
- Upload IDs (comma-separated)
- Currency Exchange Rate
- Currency ISO Code
Action
Write
- Company
  Required
- Project
  Required
- Submittal_id
  Required
- Required_on_site_date
  Required
- Number
  Required
Action
Write
- Company
  Required
- Project
  Required
- Description
  Required
- Segment Id
  Required
- Segment Items
  Required
Action
Write
- Procore Vendor ID
- Procore Company ID
Action
Search
- Procore Company
  Required
- Procore Project
  Required
- Incident ID
  Required
Action
Search
- Procore Company
  Required
- Procore Project
  Required
- Project Task ID
  Required
Action
Search
- Procore Company
- Procore Project
- Submittal
Action
Search
- Procore Company
  Required
- Procore Project
  Required
- WBS Code ID
  Required
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

For AI agents & developers

Use Procore and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Procore and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Procore and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Worker - Company
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Procore and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* procore / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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The average user takes less than 6 minutes to set up a Zap

Connect Procore and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Procore to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Procore + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Procore and Zoho CRM

How can I integrate Procore with Zoho CRM?

Integrating Procore with Zoho CRM involves using a service like ours to create workflows that connect the two platforms seamlessly. You can set up triggers in Procore such as 'New Project Created' or 'Updated Project Details' which can then trigger actions in Zoho CRM like 'Create New Record' or 'Update Existing Contact'.

What are some common triggers in Procore for integration?

Common triggers include events like 'New Project Added', 'Project Status Updated', and 'New File Uploaded'. These triggers initiate workflows that automate actions within Zoho CRM, such as creating or updating records.

Can I customize what happens in Zoho CRM when an event occurs in Procore?

Yes, you can customize actions such as adding notes, assigning tasks, or updating contacts automatically in Zoho CRM based on specific triggers from Procore. Our platform allows you to tailor these integrations to fit your specific business needs.

Is coding knowledge required to set up this integration?

No coding knowledge is required. We provide an intuitive interface where you can drag and drop elements to create the desired integration between Procore and Zoho CRM using predefined triggers and actions.

Are there limitations on the number of triggers or actions I can set up?

While there are no inherent limitations on the number of triggers or actions you can configure, it's important to consider performance implications and practical workflow design to maintain efficiency and avoid unnecessary load.

How do updates in Procore reflect in Zoho CRM through integrations?

When a project detail is updated in Procore, a trigger can automatically prompt an action within Zoho CRM, ensuring that the latest data is reflected across both platforms. This keeps all your contacts and project-related information current without manual input.

What should I do if my integration between Procore and Zoho CRM fails?

In case of failure, we recommend checking your connection settings first. Ensure that both accounts are authenticated properly. Additionally, reviewing logs for any error messages will provide insights into resolving specific issues. Our support team is also available for assistance.

About Procore

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

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Zoho

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Procore and Zoho CRM to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Procore and Zoho CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Procore and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about Procore + Zoho CRM integrations

Connect Procore to Zoho CRM on the world's largest no-code automation platform