Procore by Maxmel Tech

procore is a comprehensive construction management platform offering solutions for preconstruction, project execution, resource, and financial management integrating with make com enables automated workflows for construction data, project updates, and streamlined collaboration across teams and tools 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 https //procore com/ 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 an active procore account and appropriate api credentials, https //procore com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/procore community/ click the install button 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 register a new application configure the application, specifying the required scopes for the data you wish to access retrieve the generated client id and client secret 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 account to a company within the selected system, allowing them access and permissions as defined by your organization create a project creates a brand new project using the details you provide, allowing you to customize key settings right from the start create a project submittal creates a project submittal, allowing you to send documents or information for review and approval as part of your project workflow create an rfi creates a new request for information (rfi) in the system, allowing you to gather specific details or clarifications from relevant parties delete a project submittal permanently removes a specific project submittal from the service, ensuring it is no longer accessible or stored in your account get a company user fetches and displays detailed information about a specific user within a company, such as their profile and contact details 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 related data and status get an rfi fetches detailed information about a specific request for information (rfi) from the system, allowing you to view all relevant data related to that particular request list companies fetches a complete list of all companies stored in the service, allowing you to view and manage company records 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 to your organization list project submittals fetches and lists all submittals associated with a specific project, giving you an overview of every submission made for that project list projects fetches a complete list of all your projects, allowing you to view and manage every project in your account list rfis fetches a complete list of all requests for information (rfis) associated with a specific project make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or endpoints not covered by the standard modules update a company user updates the details of a specific company user within a chosen account or database, allowing you to modify user information as needed update a project allows you to update an existing project by adding new details or modifying its current information update a project submittal updates the details of an existing project submittal with the information you provide, allowing you to keep your project records accurate and up to date update an rfi updates the details of an existing request for information within the system, allowing you to modify or add new information as needed watch new rfis this module activates whenever a new request for information (rfi) is created, allowing you to automatically respond or take action whenever a new rfi is submitted watch new users this module activates whenever a new user is added to a company, allowing you to automatically respond to new team members joining your organization watch project submittals this module activates whenever a new project submittal is received, allowing you to automatically respond or take action as soon as a submission comes in watch projects triggers whenever a brand new project is added, allowing you to automatically start workflows or actions each time a project is created templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=procore https //procore com/ https //support procore com/ https //developers procore com/reference/rest/docs/rest api overview https //www make com/en/integrations/procore community