Connect Procore and Help Scout
Integrate Procore with Help Scout to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Customer from Help Scout when Project Updated in Procore
Create Email in Help-scout when Project Updated in Procore
Delete Email from Help Scout when Project Updated in Procore
Create Phone in Help Scout when Project Updated in Procore
Delete Customer from Help Scout when Punch Item Updated in Procore
Popular Procore + Help Scout 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
Help Scout
Automatically do this!
Delete Customer
Create Email
Delete Email
Create Phone
Delete Customer from Help Scout when Project Updated in Procore
Use this flowCreate Email in Help-scout when Project Updated in Procore
Use this flowDelete Email from Help Scout when Project Updated in Procore
Use this flowCreate Phone in Help Scout when Project Updated in Procore
Use this flowDelete Customer from Help Scout when Punch Item Updated in Procore
Use this flowCreate Email in Help-scout when Punch Item Updated in Procore
Use this flowDelete Email from Help Scout when Punch Item Updated in Procore
Use this flowCreate Phone in Help Scout when Punch Item Updated in Procore
Use this flowGet Projects in Procore when Conversation Assigned in Help Scout
Use this flowCreate Worker - Company in Procore when Conversation Assigned in Help Scout
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Help Scout.
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).
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 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Help Scout 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 Help Scout 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 Help Scout. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Help Scout, and a separate workflow where Help Scout 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 Help Scout. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Help Scout integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
