Procore by Maxmel Tech

procore is a comprehensive construction management platform that streamlines project, resource, and financial workflows integrating with make com enables automated data syncing, process optimization, and enhanced collaboration across construction projects and business 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 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 an active procore account and register as a developer, create your account on procore app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 or api section create 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 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 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 to a selected company within your system, allowing them to access and participate in your organization's activities 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 creates and submits a project submittal, sending it for review and approval by the designated team or stakeholders create an rfi creates and submits a new request for information within 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 within your account get a company user fetches detailed information about a specific user within a company, such as their profile and account details get a project fetches detailed information about a specific project using its unique id get a project submittal retrieves detailed information about a specific project submittal, allowing you to view all its associated data get an rfi fetches detailed information about a particular rfi (request for information) from the system, allowing you to view all relevant data associated with that specific request list companies fetches a complete list of all companies stored in the service, allowing you to view and manage company information easily list company users fetches a complete list of all users associated with your company account list project submittals fetches and lists all submittals associated with your projects, giving you a complete overview of every submitted item list projects retrieves 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, giving you an overview of every rfi submitted for that project make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access endpoints or features 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 information such as user roles, contact details, or permissions update a project updates an existing project by applying your specified changes, such as modifying project details, updating status, or adding new information update a project submittal updates the details of a specific project submittal, allowing you to modify information such as status, description, or other relevant fields update an rfi updates an existing request for information in the system by modifying its details or content 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 account, 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 start workflows or notifications in response to each new submission watch projects triggers whenever a brand new project is added to your account, allowing you to automatically kick off workflows or actions in response 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