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How Zapier works

Zapier makes it easy to integrate Procore with Smartsheet - no code necessary. See how you can get setup in minutes.

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Procore
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Procore
1. Choose trigger event
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Smartsheet
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Smartsheet
2. Choose action
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1. Select the event
Setup
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Procore
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 "Create Workspace" in Smartsheet.

You’re connected!

Zapier seamlessly connects Procore and Smartsheet, 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.

    • Company
      Required
    • Project
      Required
    Trigger
    Instant
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    • Company
      Required
    • Project
      Required
    Trigger
    Instant
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    • Company_id
      Required
    • project_id
      Required
    Trigger
    Polling
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    • Company
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Company
      Required
    • Event_type
      Required
    Trigger
    Instant
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    • Company
      Required
    • Project
      Required
    • Drawing_area
      Required
    Trigger
    Instant
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    • Company
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Company
      Required
    • Project
      Required
    Trigger
    Instant
    Try It

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Practical ways you can use Procore and Smartsheet

Track incidents in your project management tool.

When a new incident is created in Procore, Zapier automatically adds a row in a designated Smartsheet to track and manage the incident efficiently. This reduces manual documentation and allows engineers to focus more on resolution efforts and less on administrative overhead.

Engineering
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Log inspections in a centralized workspace.

When a new inspection is created in Procore, Zapier automatically adds a corresponding row in Smartsheet, enabling your IT team to manage inspections systematically. This ensures visibility across projects and standardizes the inspection process for all IT-related activities.

IT
Record task updates in Procore.

Whenever a row is updated in Smartsheet, Zapier triggers an update for the corresponding task in Procore. This synchronizes task updates across both platforms, eliminating miscommunication, and bridging data gaps for better project coordination.

Project Management

Learn how to automate Smartsheet on the Zapier blog

Make work flow with AI

Level up your Procore to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Procore + Smartsheet integrations

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

How do I integrate Procore with Smartsheet?

Integrating Procore with Smartsheet can be efficiently managed through our platform. You'll begin by creating a Zap that sets up Triggers and Actions between the two applications. For instance, a new project in Procore can trigger a corresponding sheet creation in Smartsheet.

Can I automate data updates from Procore to Smartsheet?

Yes, you can automate data updates from Procore to Smartsheet by setting up Actions that respond to specific Triggers. For example, when a project status changes in Procore, an update can be automatically reflected in your designated Smartsheet.

What types of triggers are available for the integration?

When integrating Procore with Smartsheet, you have access to various triggers such as a 'New Project Created' or 'Project Updated' in Procore. These triggers allow you to streamline workflows by syncing specific events directly with tasks or rows in Smartsheet.

Are there specific actions available for Smartsheet when integrated with Procore?

Certainly! Once you've set up the integration, specific actions such as creating or updating rows and sending notifications within Smartsheet can be initiated by events happening in Procore.

Do I need coding skills to set up the integration between Procore and Smartsheet?

No coding skills are required to set up integrations between Procore and Smartsheet on our platform. The process is intuitive via our user-friendly interface where you define Triggers and Actions without any programming knowledge.

Is it possible to customize which data points are shared during the integration?

Yes, you have control over which data points are shared during the integration setup. You can specify conditions and map different fields so that only relevant information flows between Procore and Smartsheet.

How do I troubleshoot if my zap between Procore and Smartsheet isn't working correctly?

If your zap isn't working correctly, check if your Triggers and Actions are set precisely according to your needs. Our platform offers detailed logs to help identify where adjustments might be needed. We're also here to help if further assistance is required.

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About Procore
Procore is a construction project management platform built in the cloud.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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