Procore and Salesflare

Project Management procore.com ↗

How to connect Procore

Via Zapier — 92 operations available. Set it up ↗
Via Make — Connect it on Make. Set it up ↗

What you can automate

When new Company Vendor in Procore, find or create account in Salesflare.
When new Coordination Issue in Procore, create task in Salesflare.
When new Form in Procore, find or create contact in Salesflare.
When new Meeting in Procore, create meeting, then create call in Salesflare.
When new Task in Procore, create task in Salesflare.
When task Updated in Procore, create task in Salesflare.

About Procore

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

Procore operations on Zapier

Triggers (30)

Start a workflow when this happens

New Change Event — Triggers when a new Change Event is added.
New Company Vendor — Triggers when a new company vendor is added.
New Coordination Issue — Triggers when a new Coordination Issue is added.
New Daily Log - Manpower Log — Triggers when a new Manpower Log is added.
New Document - Project — Triggers when a new project file is added.

Show 25 more triggers

New Drawing — Triggers when a new drawing is added.
New Form — Triggers when a new Form is created.
New Incident — Triggers when a new Incident is created.
New Inspection — Triggers when a new Inspection is created.
New Inspection Log — Triggers when a new Inspection Log is added.
New Instruction — Triggers when a new Instruction is created.
New Meeting — Triggers when a new Meeting is added.
New Observation — Triggers when a new Observation is added.
New Photo — Triggers when a new photo is uploaded.
New Prime Contract — Triggers when a new Prime Contract is added.
New Project — Triggers when a new Project is created.
New Punch Item — Triggers when a new Punch Item is added.
New RFI — Triggers when a new RFI is added.
New Requisition — Triggers when a new requisition is added.
New Subcontract — Triggers when a new Work Order Contract is created.
New Submittal — Triggers when a new submittal is added.
New Task — Triggers when a new Task is created.
New Timesheet — Triggers when a new timesheet is created.
New Timesheet Approved — Triggers when a Timesheet is approved.
New Timesheet Entry — Triggers when a new timecard entry is created.
New Worker — Triggers when a new Worker is added.
Project Updated — Triggers when a project is updated.
RFI Updated — Triggers when an RFI is updated.
Submittal Updated — Triggers when a Submittal is updated.
Task Updated — Triggers when a Task is updated.

Actions (53)

Things Salesflare can make it do

Create Bid Board Project — Creates a new Bid Board project.
Create Budget Change — Creates a new budget change with adjustments.
Create Budget Line Item — Creates a new budget line item in the specified project.
Create Call Log — Creates single Call Log. #### See - [Daily Log guide](https://developers.procore.com/documentation/daily-logs) - for additional info on * Attachments
Create Catalog Item — Creates a new catalog item in the specified company catalog.

Show 48 more actions

Create Change Event — Creates a new change event.
Create Company Contact — Creates a new company contact.
Create Company Vendor — Create a new Vendor associated with a specified Company. #### Country and State codes The `country_code` and `state_code` parameter values must conform to the ISO-3166 Alpha-2 specification. See [Working with Country Codes](/documentation/country-codes) for additional information.
Create Cost Code - Project — Creates a new project cost code.
Create Direct Cost Item — Creates a new Direct Cost Item.
Create Direct Cost Line Item — Creates a new Direct Cost Line Item in Procore.
Create Document — Creates a new document.
Create Document Folder — Creates a new document folder.
Create Drawing — Creates a new drawing.
Create Form — Creates a new Form associated with the specified Project.
Create Incident — Creates an Incident in a given project.
Create Inspection — Creates a new inspection checklist.
Create Instructions — Create a new Instruction associated with the specified Project.
Create Manpower Log — Creates single Manpower Log. #### See - [Daily Log guide](https://developers.procore.com/documentation/daily-logs) - for additional info on * Attachments * Locations
Create Observation — Creates a new observation.
Create Photo — Uploads a new photo.
Create Prime Contract — Creates a new Prime Contract in Procore.
Create Prime Contract Invoice — Creates a Prime Contract Invoice.
Create Prime Contract Line Item — Creates a new Line Item for the Prime Contract.
Create Project — Creates a new project. **Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.**
Create Project Cost Code List From Company List — Copies all standard cost codes to project cost code list.
Create Punch Item — Creates a new punch item.
Create Purchase Order — Creates a new purchase order.
Create Purchase Order Contract Line Item — Creates a new Line Item for a Purchase Order Contract.
Create RFI — Creates a new RFI with the specified details.
Create Sub Job - Project — Creates a new Sub Job.
Create Subcontract — Creates a new work order contract.
Create Subcontract Invoice — Creates a new Subcontract Invoice.
Create Submittal — Creates a new Submittal.
Create Task — Creates a new project task item.
Create Timesheet — Creates a new timesheet.
Create WBS Code — Creates or updates a Work Breakdown Structure (WBS) code for a project.
Create Worker - Company — Creates a new worker for a specific company.
Create Worker - Project — Creates a new worker for a specific project.
Create a Daily Construction Report Log — Creates a new daily construction report log.
Delete Company Document — Deletes a specific file by ID for a given company.
Delete Company Folder — Deletes a company folder by ID and moves it to the recycle bin.
Delete Document — Deletes a document (file) by ID.
Delete Document Folder — Deletes a document folder by ID.
Delete Form — Deletes a form by ID.
Update Company Vendor — Update a specified Company Vendor. #### Country and State codes The `country_code` and `state_code` parameter values must conform to the ISO-3166 Alpha-2 specification. See [Working with Country Codes](/documentation/country-codes) for additional information.
Update Incident — Updates the specified Incident.
Update Manpower Log — Update single Manpower Log. #### See - [Daily Log guide](https://developers.procore.com/documentation/daily-logs) - for additional info on * Attachments * Locations
Update Project Meeting — Updates a project meeting.
Update Purchase Order Contract — Updates an existing Purchase Order Contract.
Update Purchase Order Contract Line Item — Updates a specific line item in a Purchase Order Contract.
Update Subcontract — Updates a work order contract.
Update Submittal — Updates a project Submittal.