Connect Procore and Portfolio Manager
Integrate Procore with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Projects from Procore when New or Changed Comment in Liquid-planner-classic
Add Worker to Company in Procore when New or Changed Comment in Liquid-planner-classic
Create Project in Procore when New or Changed Comment in Liquid-planner-classic
Add Company Contact to Procore when New or Changed Comment in Liquid-planner-classic
Copy Company Cost Codes to Project in Procore when New or Changed Comment in Liquid-planner-classic
Popular Procore + Portfolio Manager 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
Portfolio Manager
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
List Projects from Procore when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Worker to Company in Procore when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Project in Procore when New or Changed Comment in Liquid-planner-classic
Use this flowAdd Company Contact to Procore when New or Changed Comment in Liquid-planner-classic
Use this flowCopy Company Cost Codes to Project in Procore when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Project Submittal in Procore when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Project Cost Code in Procore when New or Changed Comment in Liquid-planner-classic
Use this flowCreate Company Vendor in Procore when New or Changed Comment in Liquid-planner-classic
Use this flowList Companies from Procore when New or Changed Comment in Liquid-planner-classic
Use this flowList Projects from Procore when New or Changed Project in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Portfolio Manager.
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 or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
New or Changed Package
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
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 Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Portfolio Manager 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 Portfolio Manager 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 Portfolio Manager. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager 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 Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
