Connect Procore and ATZ CRM
Integrate Procore with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Procore + ATZ CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Procore
When this happens...
Project Updated
Punch Item Updated
Choose an action
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create Organization in ATZ CRM when Punch Item Updated in Procore
Use this flowUpdate Deal in ATZ CRM when Punch Item Updated in Procore
Use this flowUpdate Job in ATZ CRM when Punch Item Updated in Procore
Use this flowGet Projects in Procore when Add contact to ATZ CRM
Use this flowCreate Project in Procore when Add contact to ATZ CRM
Use this flowCreate Project in Procore when Update Candidate in ATZ CRM
Use this flowCreate Cost Code - Project in Procore when Delete candidate in ATZ CRM
Use this flowCreate Submittal in Procore when Contact Deleted in ATZ CRM
Use this flowCreate Cost Code - Project in Procore when Create deal in ATZ CRM
Use this flowCreate Project in Procore when Deal Updated in ATZ CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and ATZ CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Procore integrations.
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.
Create Project Cost Code List From Company List
Copies all standard cost codes to project cost code list.
Create Submittal
Create a new submittal in Procore for a specific project using the provided submittal details (number, title, dates, manager, and other fields).
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 Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and ATZ CRM 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 Procore and ATZ CRM 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 ATZ CRM. No coding required.
Yes. You can set up a workflow where Procore triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in Procore. 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 Procore and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
