About the Procore 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.

How to Connect

1. On the My pipelines page, click Create a Pipeline.
2. On the right side of the page, choose All to list all channels enabled for your realm. Make sure Procore is enabled.
3. Expand Procore and click Connect to Procore.​
   

   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 the Procore channel

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 Procore in it.
2. Open a step containing Procore.
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 eight categories: Companies, Projects, Companies (Vendors), Users, Roles, RFIs, Budget, and Company Offices.

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.
Companies (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)
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.
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.
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	Update Company Office	Updates Company Office.
Action	Delete Company Office	Deletes Company Office.
Action	Fetch a Linked Company Office	Fetches a Linked Company Office.
Action	Look Up a Company Office	Looks up a Company Office.
Submittals
Action	Create Submittal	Creates a submittal
Action	Update Submittal	Updates specified Submittal
Action	Update Submittal Approver	Updates Approver or Submitter for the specified Submittal.
Action	Deletes Submittal	Deletes specified Submittal
Query	Search Submittals	Searches for Submittals that have not been deleted.
Action	Look Up a Submittal	Looks up a Submittal by ID
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
Action	Update a File	Updates the specified file
Action	Delete a file	Deletes the specified file
Action	Upload a file	Uploads the specified file
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

Limits

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.