Connect pleo and Procore to Build Intelligent Automations

Choose a Trigger

pleo

When this happens...

Choose an Action

Procore

Automatically do this!

Enable Integrations or automations with these events of pleo and Procore

Enable Integrations or automations with these events of pleo and Procore

Triggers

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

Request a new Trigger for pleo

Actions

Get Projects

Get Projects

Get list of all the projects.

Create Worker - Company

Create Worker - Company

Creates a new worker for a specific company.

Create Project

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

Create Company Contact

Creates a new company contact.

Create Project Cost Code List From Company List

Create Project Cost Code List From Company List

Copies all standard cost codes to project cost code list.

Create Submittal

Create Submittal

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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Frequently Asked Questions

How do I start an integration between pleo and Procore?

To start, connect both your pleo and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in pleo triggers actions in Procore (or vice versa).

Can we customize how data from pleo is recorded in Procore?

Absolutely. You can customize how pleo 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.

How often does the data sync between pleo and Procore?

The data sync between pleo and Procore typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from pleo to Procore?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between pleo and Procore?

Yes, you can set conditional logic to control the flow of data between pleo 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.

pleo

About pleo

Pleo offers smart company cards that automate expense reports and simplify company spending.

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Procore

About 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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