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Procore Channel

See the Channel Catalog to see which Plans have access to this channel.

Procore is a software platform in the construction industry that creates a central collaboration hub for owners, general contractors, specialty contractors, and other project collaborators across the entire project lifecycle - from pre-development and bidding to project completion.

Note: This channel is only available through the Built Environment Package or as an addon and is not included in every package.

How to Connect

  1. On the My pipelines page, click Create Pipelines. 
    new.connect.png
  2. Search for the first step for your new pipeline. You can always add more steps later.
  3. To use the legacy builder, click the Pipeline Designer toggle to use the legacy version of the pipeline builder.
    pipe.toggle.png

For more information about connections, see How to connect to a channel.

Connect to Procore

  1. On the right side of the page, choose All to list all channels enabled for your realm. Make sure Procore is enabled.
  2. Expand Procore and click Connect to Procore.​
    dcb09ede-f7b9-485b-9542-28b91db5a3fe.png

    You will see the window below where you should enter your Procore Company ID - The Company ID displays in the URL as a path parameter as shown in the following example: https://app.procore.com/112233445566/company/home/list


    After that you will be redirected to Procore and should grant permission to Pipelines.

You will now be able to see all of the Procore resources.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.
  • Authorization updates, such as a changed password.
  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has this channel in it.
  2. Open a step that contains this channel.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with Procore fall under these categories: Companies, Projects, Companies (Vendors), Users, Change Events, Roles, RFIs, Budget, and Company Offices.

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

Type Name Description
Companies    
Query Search Companies Searches all Companies based on search criteria.
Projects    
Trigger Project Created Triggers when a new Project is created.
Trigger Project Updated Triggers when a new Project is updated.
Query Search Projects Updates a board.
Action Create Project Creates a new Project.
Action Update Project Updates a Project.
Action Look Up a Project Look up a Project by Project ID.
Action Fetch a Linked Project Fetches a linked Project.
Directory (Vendors)    
Trigger Company (Vendor) Created Triggers when a new Company (Vendor) is created
Trigger Company (Vendor) Updated Triggers when a Company (Vendor) is updated
Trigger Company (Vendor) Removed From Project Triggers when a Company (Vendor) is removed from project
Action Create Company (Vendor) Creates a Company (Vendor).
Action Update Company (Vendor) Updates a Company (Vendor).
Action Add Company (Vendor) To Project Adds a Company (Vendor) to Project.
Action Remove Company (Vendor) From Project Removes a Company (Vendor) from Project.
Action Fetch a Linked Directory -Vendors Fetches a linked Directory - Vendor.
Action Look Up a Company (Vendor) Looks up a Company (Vendor).
Query Search Companies (Vendors) Searches Companies (Vendors)
Change events    
Query Search Change Events Searches all Change Events based on search criteria
Action Look Up Change Event Looks up a Change Event
Trigger Change Event Created Triggers when a Change Event is created
Trigger Change Event Updated Triggers when a Change Event is updated
Users    
Trigger User Created Triggers when a new User is created
Trigger User Updated Triggers when a User is updated
Trigger User Removed From Project Triggers when a User is removed from project
Action Create User Creates a User.
Action Update User Updates a User.
Action Add User To Project Adds a User to a Project.
Action Invite User Sends an invite email to User
Action Remove User From Project Removes a User from a Project.
Action Set User Project Permission Template Sets User’s Project Permission Template.
Action Fetch Linked User Fetches a linked User.
Action Look Up a User Looks up a User.
Query Search Users Searches Users based on search criteria.
Company and Project Roles    
Query Search Company Roles Searches all Company Roles.
Query Search Project Roles Searches all Project Roles
RFIs    
Trigger RFI Created Triggers when a new RFI is created
Trigger RFI Updated Triggers when an RFI is updated
Trigger RFI Reply Updated Triggers when an RFI Reply is updated
Trigger RFI Replied Triggers when an RFI gets replied
Query Search RFIs Searches all RFIs based on search criteria.
Action Create RFI Creates an RFI.
Action Look Up an RFI Looks up an RFI.
Action Update RFI Updates an RFI.
Action Fetch a Linked RFI Fetched a linked RFI.
Financials - Budget    
Query Search Budget Line Items Searches all Budget Line Items based on search criteria.
Action Add a Budget Line Item Adds a Budget Line Item.
Action Look Up a Budget Line Item Looks Up a Budget Line Item.
Action Update a Budget Line Item Updates a Budget Line Item.
Action Add a Budget Line Modification Adds a Budget Modification.
Action Look Up a Budget Line Modification Looks up a Budget Line Modification.
Action Update a Budget Line Modification Updates a Budget Line Modification.
Action Delete a Budget Line Modification Deletes a Budget Modification.
Action Lock a Project Budget Locks a Project Budget.
Action Unlock a Project Budget Unlocks a Project Budget.
Action Check Project Budget Checks Project Budget.
Company - Offices    
Query Search Company Offices Searches all Company Offices based on search criteria.
Action Create Company Office Creates Company Office.
Action Look Up a Company Office Looks up a Company Office.
Action Update Company Office Updates Company Office.
Action Delete Company Office Deletes Company Office.
Action Fetch a Linked Company Office

Fetches a Linked Company Office.
Files    
Trigger File Created Triggers when a new file is created in the selected account and project. 
Trigger File Updated Triggers when an existing file is updated in the selected account and project. 
Trigger File Deleted Triggers when an existing file is deleted in the selected account and project
Action Create a File Version Creates a new version of a specified file. The general file limit is 100 MB.
Action Update a File Updates the specified file. The general file limit is 100 MB.
Action Delete a file Deletes the specified file
Action Upload a file Uploads the specified file. The general file limit is 100 MB.
Query Search files Returns a list of files based on search criteria
Action Fetch a Linked File Fetches a linked file based on specific criteria
Action Look up a file Returns one file based on search criteria
Albums    

Action

 Create an Album Creates a new album
Action

Update an Album

 Updates a specified album
Action

Delete an Album

 Deletes a specified album
Query

Search Albums

 Returns a list of albums based on search criteria
Action

Fetch a Linked Album

 Fetches a linked album based on specific criteria
Action Look Up an Album Returns one album based on search criteria
Submittal    
Action

Create Submittal

 Creates a new submittal
Action

Update Submittal

 Updates a specified submittal
Action

Update Submittal Approver

 Updates a specified submittal approver
Action

Delete Submittal

 Deletes a specified submittal
Query

Search Submittals

 Returns a list of submittals based on search criteria
Action Look Up a Submittal Returns one submittal based on search criteria
Image    
Action

Upload an Image

 Uploads an image. The general file limit is 100 MB.
Action

Update an Image

 Updates an image. The general file limit is 100 MB.
Action

Delete an Image

 Deletes an image
Query

Search Images

 Returns a list of images based on search criteria
Action

Fetch a Linked Image

 Fetches a linked image based on specific criteria
Action Look Up an Image Returns one image based on search criteria
Folder    
Trigger

Folder Created

 Triggers when a new folder is created in the selected account and project
Trigger

Folder Updated

 Triggers when a folder is updated in the selected account and project
Trigger

Folder Deleted

 Triggers when a folder is deleted in the selected account and project
Action

Create a Folder

 Creates a folder
Action

Update a Folder

 Updates a folder
Action

Delete a Folder

 Deletes a folder
Action

Fetch a Linked Folder

 Fetches a linked folder based on specific criteria
Action Look Up a Folder

Returns one folder based on search criteria

Purchase Orders

Action

Look Up a Purchase Order

Looks Up a Purchase Order

Query

Search Purchase Orders

Searches all Purchase Orders based on search criteria

Trigger

Purchase Order Created

Triggers when a Purchase Order is created

Trigger

Purchase Order Updated

Triggers when a Purchase Order is updated

Limits

The general file limit is 100 MB.

The Procore API rate limits to 3,600 requests per hour. The rate limit resets every hour. There are three important response headers returned when making a request to the Procore API.

Note: The rate limit headers get returned only when using a Production Procore account (making requests to https://api.procore.com/rest/v1.0).

Explanation Header
X-Rate-Limit-Limit The total number of requests per 60 minute window.
X-Rate-Limit-Remaining The number of requests you are allowed to make in the current 60 minute window.
X-Rate-Limit-Reset The Unix timestamp for when the next window begins.

For example:

X-Rate-Limit-Limit: 3600
X-Rate-Limit-Remaining: 3599
X-Rate-Limit-Reset: 1466182244

When you exceed the rate limit, the client will receive a 429 status code. The rate limit headers will still be present. The response body will contain the following message.

You have surpassed the max number of requests for an hour. Please wait until your limit resets.

Use case examples

The following are some examples of using the Procore channel.

Syncing projects in Procore and Projects table in Quickbase

In this use case we want to create a dependency between a Procore project and a record in Quickbase. When you update the project in Procore, the record in Quickbase will also be updated. You can create the opposite workflow with a similar pipeline starting with a trigger step in Quickbase.

Prerequisite: you have to create a link between Procore projects and the corresponding records in the Projects table in Quickbase in a separate pipeline.

  1. We add a trigger step for Project update in Procore:
  2. Next, we fetch the linked record in Quickbase. The Resource is populated with the project from the previous step. Also, select the Projects table containing records corresponding to Procore projects.
  3. Finally, we add an Update Record step and for Record choose the one from the previous step. Select the desired fields to be updated and fill with the values from the trigger step (Step A).

Result: The records of the Quickbase Projects table now have the same values as the Procore projects.

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