Connect Agility CMS and Procore to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agility CMS
Choose an Action
Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Do thisActions
Action is the task that follows automatically within your Agility CMS integrations.
Get Content Model
Returns content models for the instance.
Get Projects
Get list of all the projects.
Create Worker - Company
Creates a new worker for a specific company.
Create Project
Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.
Create Company Contact
Creates a new company contact.
Create Project Cost Code List From Company List
Copies all standard cost codes to project cost code list.
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Frequently Asked Questions
To start, connect both your Agility CMS and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Agility CMS triggers actions in Procore (or vice versa).
Absolutely. You can customize how Agility CMS data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.
The data sync between Agility CMS and Procore typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agility CMS and Procore. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Agility CMS
Agility CMS is a Headless Content Management System that allows you to define your content model, relationships, and structure to fit your needs. It empowers developers with the tools to build a customized digital architecture, and marketers with the freedom to manage content from a unified interface.
Learn MoreAbout Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
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