Connect Procore and Zoho POS to Build Intelligent Automations

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Procore

When this happens...

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Zoho POS

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

New Bill Is Created

New Bill Is Created

runs when New Bill Is Created

New Item Is Created

New Item Is Created

runs when New Item Is Created

New Contact Is Added

New Contact Is Added

runs when new contact is added

New Invoice Added

New Invoice Added

runs when new invoice is added

Request a new Trigger for Procore

Do thisActions

Action is the task that follows automatically within your Procore integrations.

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 Procore and Zoho POS?

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

Can we customize how data from Procore is recorded in Zoho POS?

Absolutely. You can customize how Procore data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Procore and Zoho POS?

The data sync between Procore and Zoho POS 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 Procore to Zoho POS?

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 Procore and Zoho POS?

Yes, you can set conditional logic to control the flow of data between Procore and Zoho POS. 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.

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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Zoho POS

About Zoho POS

Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.

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