Connect Procore and Instantly
Integrate Procore with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Projects in Procore when New Lead in Campaign in Instantly.ai
Create Worker - Company in Procore when New Lead in Campaign in Instantly.ai
Create Project in Procore when New Lead in Campaign in Instantly.ai
Create Company Contact in Procore when New Lead in Campaign in Instantly.ai
Create Project Cost Code List From Company List in Procore when New Lead in Campaign in Instantly.ai
Popular Procore + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Get Projects in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Worker - Company in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Project in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Company Contact in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Project Cost Code List From Company List in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Submittal in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Cost Code - Project in Procore when New Lead in Campaign in Instantly.ai
Use this flowCreate Vendor - Company Level in Procore when New Lead in Campaign in Instantly.ai
Use this flowList All Companies in Procore when New Lead in Campaign in Instantly.ai
Use this flowGet Projects in Procore when New Email Received
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Instantly.
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.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
