Connect Heltar and Procore
Integrate Heltar with Procore to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Projects in Procore when New Client Is Created in Heltar
Create Worker - Company in Procore when New Client Is Created in Heltar
Create Project in Procore when New Client Is Created in Heltar
Create Company Contact in Procore when New Client Is Created in Heltar
Create Project Cost Code List From Company List in Procore when New Client Is Created in Heltar
Popular Heltar + Procore flows
Start from a real workflow other teams are already running.
Choose a trigger
Heltar
When this happens...
New Client Is Created
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
Get Projects in Procore when New Client Is Created in Heltar
Use this flowCreate Worker - Company in Procore when New Client Is Created in Heltar
Use this flowCreate Project in Procore when New Client Is Created in Heltar
Use this flowCreate Company Contact in Procore when New Client Is Created in Heltar
Use this flowCreate Project Cost Code List From Company List in Procore when New Client Is Created in Heltar
Use this flowCreate Submittal in Procore when New Client Is Created in Heltar
Use this flowCreate Cost Code - Project in Procore when New Client Is Created in Heltar
Use this flowCreate Vendor - Company Level in Procore when New Client Is Created in Heltar
Use this flowList All Companies in Procore when New Client Is Created in Heltar
Use this flowList All Campaigns in Heltar when Project Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and Procore.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
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 Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
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 Heltar 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 Heltar 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 Heltar triggers actions in Procore, and a separate workflow where Procore triggers actions in Heltar. 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 Heltar and Procore. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar 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.
