
When this happens...
New Attendee
New Talk Attendeee
Ticket Purchased

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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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new attendee registers for your HeySummit event.
Triggers when a new attendee registers for a Talk within your HeySummit Event.
runs when new attendee registers
Triggers when a project is updated.
Triggers when a punch list item is updated.
Action is the task that follows automatically within your HeySummit integrations.
Get list of all the projects.
Creates a new worker for a specific company.
Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.
Creates a new company contact.
Copies all standard cost codes to project cost code list.
Create a new submittal in Procore for a specific project using the provided submittal details (number, title, dates, manager, and other fields).

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your HeySummit and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in HeySummit triggers actions in Procore (or vice versa).
Absolutely. You can customize how HeySummit 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 HeySummit 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 HeySummit 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.
HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.
Learn MoreProcore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
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