Connect Procore and Iterate
Integrate Procore with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Survey Responses from Iterate when Punch Item Updated in Procore
Get Survey Stats from Iterate when Punch Item Updated in Procore
Anonymize User in Iterate when Project Updated in Procore
Add User to Survey in Iterate when Project Updated in Procore
Search User in Iterate when Project Updated in Procore
Popular Procore + Iterate 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
Iterate
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Get Survey Responses from Iterate when Punch Item Updated in Procore
Use this flowGet Survey Stats from Iterate when Punch Item Updated in Procore
Use this flowAnonymize User in Iterate when Project Updated in Procore
Use this flowAdd User to Survey in Iterate when Project Updated in Procore
Use this flowSearch User in Iterate when Project Updated in Procore
Use this flowList Surveys from Iterate when Punch Item Updated in Procore
Use this flowGet Survey Responses from Iterate when Project Updated in Procore
Use this flowAdd User to Survey in Iterate when Punch Item Updated in Procore
Use this flowList Surveys from Iterate when Project Updated in Procore
Use this flowGet Survey Stats from Iterate when Project Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Iterate.
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.
When a survey question is answered
Runs the workflow automatically whenever a question in the selected survey is answered.
When a survey response is submitted
Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.
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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Iterate 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 Iterate 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 Iterate. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Iterate, and a separate workflow where Iterate 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 Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
