Connect Procore and Help Scout to Build Intelligent Automations
Choose a Trigger
When this happens...
Project Updated
Punch Item Updated
Choose an Action
Automatically do this!
Delete Customer
Create Email
Delete Email
Create Phone
Ready to use Procore and Help Scout automations
Actions and Triggers
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.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
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).
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Frequently Asked Questions
To start, connect both your Procore and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how Procore data is recorded in Help Scout. This includes choosing which data fields go into which fields of Help Scout, setting up custom formats, and filtering out unwanted information.
The data sync between Procore and Help Scout 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 Procore and Help Scout. 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.
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn MoreAbout Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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