Connect Procore and Guidebook
Integrate Procore with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Guide in Guidebook when Project Updated in Procore
Create a Custom List Item in Guidebook when Project Updated in Procore
Create a Custom List in Guidebook when Project Updated in Procore
Create Menu Item in Guidebook when Project Updated in Procore
Create Attendees in Guidebook when Project Updated in Procore
Popular Procore + Guidebook flows
Start from a real workflow other teams are already running.
Choose a trigger
Procore
When this happens...
Project Updated
When a punch list item is updated
Choose an action
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Update a Guide in Guidebook when Project Updated in Procore
Use this flowCreate a Custom List Item in Guidebook when Project Updated in Procore
Use this flowCreate a Custom List in Guidebook when Project Updated in Procore
Use this flowCreate Menu Item in Guidebook when Project Updated in Procore
Use this flowCreate Attendees in Guidebook when Project Updated in Procore
Use this flowConnect Item to Main Custom List in Guidebook when Project Updated in Procore
Use this flowCreate a Session in Guidebook when Project Updated in Procore
Use this flowUpdate a Session in Guidebook when Project Updated in Procore
Use this flowDelete a Session in Guidebook when Project Updated in Procore
Use this flowCreate a Folder in Guidebook when Project Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Guidebook.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Fix Procore webhook payload_version from v2 to v2.0 to resolve 400 BAD_REQUEST during subscribe.
When a punch list item is updated
Runs the workflow automatically whenever a punch list item is updated.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
Do thisActions
Action is the task that follows automatically within your Procore integrations.
List Projects
List all projects for a selected company.
Add Worker to Company
Create a new worker in a specified company.
Create Project
Create a new project. Projects cannot be deleted in Procore, so this action is permanent and cannot be undone.
Add Company Contact
Add a new contact to a company in Procore.
Copy Company Cost Codes to Project
Copy all standard company cost codes into a project's cost code list.
Create Project Submittal
Create a project submittal with number, title, dates, manager, and other details.
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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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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Guidebook 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 Guidebook 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 Guidebook. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Guidebook, and a separate workflow where Guidebook 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 Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
