Connect Procore and octotable to Build Intelligent Automations

Choose a Trigger

Procore

When this happens...

Choose an Action

octotable

Automatically do this!

Enable Integrations or automations with these events of Procore and octotable

Enable Integrations or automations with these events of Procore and octotable

Triggers

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

Request a new Trigger for Procore

Actions

Get Projects

Get Projects

Get list of all the projects.

Create Worker - Company

Create Worker - Company

Creates a new worker for a specific company.

Create Project

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

Create Company Contact

Creates a new company contact.

Create Project Cost Code List From Company List

Create Project Cost Code List From Company List

Copies all standard cost codes to project cost code list.

Create Submittal

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

How do I start an integration between Procore and octotable?

To start, connect both your Procore and octotable accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in octotable (or vice versa).

Can we customize how data from Procore is recorded in octotable?

Absolutely. You can customize how Procore data is recorded in octotable. This includes choosing which data fields go into which fields of octotable, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Procore and octotable?

The data sync between Procore and octotable typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Procore to octotable?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Procore and octotable?

Yes, you can set conditional logic to control the flow of data between Procore and octotable. 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.

Procore

About Procore

Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.

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octotable

About octotable

OctoTable is a service that helps restaurants and bars to improve their services.

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