Connect CallRail and Procore
Integrate CallRail with Procore to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message via CallRail when Project Updated in Procore
Create Outbound Call with CallRail when Project Updated in Procore
Send Text Message via CallRail when Punch Item Updated in Procore
Create Outbound Call with CallRail when Punch Item Updated in Procore
Get Projects in Procore when Text Message Sent via CallRail
Popular CallRail + Procore flows
Start from a real workflow other teams are already running.
Choose a trigger
CallRail
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an action
Procore
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
Send Text Message via CallRail when Project Updated in Procore
Use this flowCreate Outbound Call with CallRail when Project Updated in Procore
Use this flowSend Text Message via CallRail when Punch Item Updated in Procore
Use this flowCreate Outbound Call with CallRail when Punch Item Updated in Procore
Use this flowGet Projects in Procore when Text Message Sent via CallRail
Use this flowCreate Worker - Company in Procore when Text Message Sent via CallRail
Use this flowCreate Project in Procore when Text Message Sent via CallRail
Use this flowCreate Company Contact in Procore when Text Message Sent via CallRail
Use this flowCreate Project Cost Code List From Company List in Procore when Text Message Sent via CallRail
Use this flowCreate Submittal in Procore when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Procore.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Procore accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallRail and Procore as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Procore. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Procore, and a separate workflow where Procore triggers actions in CallRail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallRail and Procore. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Procore integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
