Connect ClickUp and Procore to unlock the power of automation
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Set up your first integration
Quickly connect ClickUp to Procore with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ClickUp with Procore - 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 Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Create Worker - Company" in Procore.
You’re connected!
Zapier seamlessly connects ClickUp and Procore, 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.
- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- Task
- Include subtask?
- Fetch task data?
Try ItTriggerInstant
- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant
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Practical ways you can use ClickUp and Procore
Update ClickUp task when Procore task updates
Ensure IT tasks remain aligned with construction project changes. When a task is updated in Procore, Zapier modifies the corresponding task in ClickUp to reflect the latest details. This automation improves data consistency while saving time spent on manual updates.
IT
Create Procore observation for new ClickUp tasks
Streamline project tracking by linking task creation to construction observations. When a new task is added in ClickUp, Zapier creates a corresponding observation in Procore. This ensures no task or detail falls through the cracks, enhancing task visibility and accountability.
Project ManagementLearn how to automate ClickUp on the Zapier blog
Frequently Asked Questions about ClickUp + Procore integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Procore
How do I set up the integration between ClickUp and Procore?
To set up the integration between ClickUp and Procore, you will use a platform like Zapier. First, connect your ClickUp and Procore accounts to Zapier. Then, create a 'Zap' where you choose a trigger from Procore, such as 'New Project Created', and an action in ClickUp like 'Create Task'. Follow the prompts to complete the setup.
What triggers are available for integrating ClickUp with Procore?
When integrating ClickUp with Procore, common triggers include 'New Project Created', 'Project Updated', or 'New Task in Project'. These events can initiate actions in ClickUp, allowing for seamless workflow automation.
Can I create new tasks in ClickUp based on updates in Procore?
Yes, you can create new tasks in ClickUp when certain updates occur in Procore. For example, if a project status changes or a new task is added in Procore, it can trigger the creation of corresponding tasks in your ClickUp workspace.
Are there any limitations to integrating ClickUp with Procore?
While integrating ClickUp with Procore provides extensive automation capabilities, there are limitations such as the number of zaps allowed per month depending on your Zapier plan. Additionally, not all types of data may be transferable due to API restrictions from either platform.
How do we authenticate our accounts during integration?
During the initial setup of integrating ClickUp with Procore through our platform, you'll be prompted to authenticate each account securely using OAuth protocols. This ensures that connections remain secure while allowing data exchange between both platforms.
What actions can be automated between ClickUp and Procore?
Actions that can be automated include creating tasks in ClickUp when projects start in Procore or updating records based on task completions. Automating these actions saves time and synchronizes information effectively across platforms.
Is technical support available during integration?
Yes, should any issues arise while setting up or using the integration between ClickUp and Procore through our service, technical support is available to assist you. We provide guidance on troubleshooting connection problems or configuration issues as needed.
