Procore Triggers¶
Connect iPaaS provides three triggers for Procore. These triggers work in real-time. Whenever any entity that you are watching in trigger is changed or created in Procore, an event is fired and corresponding actions are performed on Connect iPaaS.
Setting up trigger for your workflow¶
Following are the steps for setting up Procore trigger on Connect iPaas:
Step 1¶
Select one of the triggers for your Procore workflow.
Step 2¶
Select a Procore Company from your account.
Step 3¶
Select the type of Entity. Procore has two type of entities:
Step 4¶
If you want to setup a workflow with Project tools for triggers, select the desired project.
Step 5¶
Select the entity you want the workflow to observe changes to.
Entities¶
Connect iPaaS supports following major entities for Procore:
| Company Entities | Project Entities |
|---|---|
| Company Files | Accident Logs |
| Company Users | Call Logs |
| Company Vendors | Change Orders |
| Departments | Daily Construction Report Logs |
| Forms | Project Files |
| Offices | Project Users |
| Programs | Project Vendors |
| Project Stages | Submittals |
| Projects | RFIs |
| Trades | RFQs |
See the complete list of Procore entities supported by Connect iPaaS.
Learn here about all the entities on Procore along with their attributes.
Following are the triggers for Procore application on Connect iPaaS¶
Entity Attributes or Status Updated¶
Triggers when any Attribute or Status of the selected entity are updated in your Procore account. You can apply filters to narrow down search results.
In Figure 2 below, Connect iPaaS will be notified if the entity 'Company Files' is updated, which satisfies the following criteria:
- File name contains Account
If the condition is fulfilled, the actions in your workflow will be executed.
Entity Created¶
Triggers when the specified entity is created in your Procore account. You can apply filters to narrow down search results.
In Figure 3 below, Connect iPaaS will be notified if any 'Accident Log' is created in Flat Interiors project, which satisfies the following criteria:
- Incident date is after 1st April 2021, 10 am.
- Name of the involved company contains "tech".
If the conditions are fulfilled, the actions in your workflow will be executed.
Entity Deleted¶
Triggers when the specified entity is Deleted in your Procore account. You can apply filters to narrow down search results.
In Figure 4 below, Connect iPaaS will be notified if any RFI with Accepted status true is deleted from the Flat Interiors Project.
If the condition is fulfilled, the actions in your workflow will be executed.
