1.Monitor new project in Procore
Integrate Procore to monitor new project events and route qualifying inspection-stage projects to setup records.
Create inspection projects from new construction project records
Automatically monitor new Procore projects across construction operations. Create and update when inspection stage is reached, project stage is updated, or new project created—so you can create property records, set field owners, and launch inspection scope setup without manual intake.
How this automation creates inspection projects your crew can start fast
When a new build enters inspection stage without setup, triage slows and projects stall. This automation monitors Procore projects and enriches roles and owner matches and then creates property and scope records in SiteCapture—so your team can begin inspection prep without delays.
Procoreor swap with your favorite app
2.Filters projects for inspection stage
Integrate Filter by Zapier to continue only for inspection-stage projects and exclude configured buyer types before setup.
Filter von Zapieror swap with your favorite app
3.Runs enrichment sub-zap
Integrate Sub-Zap by Zapier to pass project id and key fields for enrichment and downstream API preparation.
Sub-Zap von Zapieror swap with your favorite app
4.Fetches project roles
Integrate Webhooks by Zapier to get project roles and map role lookup results to owner matching inputs.
Webhooks von Zapieror swap with your favorite app
5.Finds users by role name
Integrate Zapier Tables to look up the field user id by role name for owner assignment.
Zapier Tablesor swap with your favorite app
6.Creates and assigns inspection scope
Integrate SiteCapture to create property and scope records and assign the matched owner so inspections launch on time.
SiteCaptureor swap with your favorite app
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Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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Schritt 2
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Schritt 3
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