
When this happens...

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 project is updated.
Triggers when a punch list item is updated.
Action is the task that follows automatically within your Leadzen.ai integrations.
Get credits availability of your account.
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.

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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 Leadzen.ai and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadzen.ai triggers actions in Procore (or vice versa).
Absolutely. You can customize how Leadzen.ai 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 Leadzen.ai 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 Leadzen.ai 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.
Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.
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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