Procore

procore is a cloud based construction management platform offering tools for project planning, financials, quality, safety, and analytics integrating procore with make com enables automated workflows, connecting construction data with other business apps for improved efficiency and collaboration this is ai generated content based on official procore documentation the content may still contain errors—please verify important information if you have questions, contact procore support directly how to get support on procore procore is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=procore\&app slug=procore community\&app unique id=procore sjgd1y requirements to use the procore app in make, you must have a procore developer account and an active procore company account, create your account on procore app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect procore and {{product name}} to get started, you must first create a connection between procore and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer portal or api section register a new application configure the application, specifying the required scopes for the data you wish to access note the generated client id and client secret initiate the oauth 2 0 flow by directing the user to the authorization endpoint with your client id, requested scopes, and a redirect uri after the user grants permission, obtain the authorization code returned to your specified redirect uri some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=procore\&app slug=procore community\&app unique id=procore sjgd1y create the connection in {{product name}} log in in your make account , add the procore module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your procore or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application procore modules after connecting to the procore app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company user adds a new user to your chosen company system, allowing them access and permissions as defined by your setup create a project creates a brand new project using the details you provide, allowing you to customize its settings right from the start create a project submittal this module allows you to generate a new project submittal, which can then be sent for review and approval as part of your workflow create an rfi creates a new request for information (rfi) in the system, allowing you to gather details or clarification from relevant parties delete a project submittal permanently removes a specific project submittal from the service, ensuring it is no longer accessible or stored within your account get a company user fetches and displays detailed information about a specific user within a company account get a project fetches detailed information about a specific project using its unique id get a project submittal fetches detailed information about a specific project submittal, allowing you to view all its associated data get an rfi fetches detailed information about a specific request for information (rfi) from the system, allowing you to view all relevant data associated with that particular rfi list companies fetches a complete list of all companies available in the service, allowing you to view and manage company details easily list company users fetches a complete list of all users associated with your company, allowing you to view and manage everyone who has access list project submittals fetches a complete list of all submittals associated with your projects, allowing you to view and manage every project submittal in one place list projects fetches and lists all the projects available in your account, giving you an overview of every project you have list rfis fetches a complete list of all requests for information (rfis) associated with a specific project, allowing you to view and manage every rfi in one place make an api call allows you to make a custom api request to the service using your authorized connection, giving you flexibility to interact with features or endpoints not covered by the standard modules update a company user updates the details of a specific user within a selected company account or database, allowing you to modify user information as needed update a project updates an existing project by applying new details or modifications to its current information update a project submittal updates the details of an existing project submittal with the information you provide update an rfi updates an existing request for information in the system by modifying its details or status watch new rfis this module activates whenever a new request for information (rfi) is submitted, allowing you to automatically respond or take further action whenever a new rfi is generated watch new users triggers whenever a new user is added to your company account, allowing you to automatically take action whenever someone joins your organization watch project submittals this module activates whenever a new project submittal is received, allowing you to automatically start workflows or actions in response to each new submission watch projects triggers whenever a brand new project is added, allowing you to automatically kick off workflows or actions whenever a project is created in your connected app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} procore resources you can have access to more resources related to this app on the following links procore topics on make community procore website procore documentation procore api documentation procore page on make