Procore Actions¶
Actions are the operations (or API operations) that you can perform on Procore.
You can simply drag and drop attributes from input trigger or derived values using formulas or desired constant that you may wish to map with Procore.
All of the actions that you see below automate the tasks you can execute manually on Procore.
As shown below, you can Create, Update or Delete an entity in Procore based on response to a trigger event. Here is the list of entities in Procore supported by Connect iPaaS.
Create Entity¶
This action creates a new entity in Procore. While setting up this action, you have to select the entities that you want to create. See the list of available entities.
After selecting the entity, you will see the attributes that are needed to create that entity. You can either type in the values of these attributes or can fill the values using data mapping and transformation or you can use the excel style functions for complex transformations. You can also use the evaluate functionality for deferring making a selection from a list to the time when the flow execution is in progress.
In Fig. 2 below, whenever a User is created in Entra ID, Company User will be created in Procore. The attributes of the Company User are selected on the basis of attributes of User from Entra ID. The Email, Last Name and First Name of Company User are same as the respective attributes of Entra ID User.
Delete Entity¶
This action deletes an entity in Procore. While setting up this action, you have to select the entities that you want to delete. See the list of available entities.
After selecting the entity, define the selection criteria for the items that you want to be deleted. You can construct a logic for condition using AND, OR operators. You can also use the data from incoming trigger application data for creating the selection condition.
For example, in figure 3 below, when a User is deleted in Entra ID, the corresponding Project User in Flat Interiors project of Sandbox Company will be deleted.
Update Entity¶
This action updates an entity in Procore. While setting up this action, you can define the criteria to select the entities which will be updated. Further, you can select the attributes which will be updated. See the list of available entities.
After selecting the entity, define the selection criteria for the items that you want to be updated. You can construct a logic for condition using AND, OR operators. You can also use the data from incoming trigger application data for creating the selection condition.
Next, you can, select the attributes that you want to update. You can either type in the values of these attributes or can fill the values using Built-in Data Mapping or you can use the excel style functions for complex transformations. You can also use the evaluate functionality to make a selection when the flow execution is in progress.
In Fig. 4 below, whenever a User is updated in Entra ID all Company Users with same Email will be updated in Procore. The Last Name and Job Title of the Company User will be updated with the corresponding values of the updated User in Entra ID. Refer to the screenshot below.
