
When this happens...
Project Updated
Punch Item Updated

Automatically do this!
List Groups
List Relationships
Create Note
Create Relationship
Get Relationship
List deals
List groups
List notes
List pipelines
List relationships
List Relationship Groups
List Relationship Notes
List Stages
List users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a project is updated.
Triggers when a punch list item is updated.
Triggers when a new relationship is created
Action is the task that follows automatically within your Procore integrations.
Get list of all the projects.
Creates a new worker for a specific company.
Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.
Creates a new company contact.
Copies all standard cost codes to project cost code list.
Creates a new project cost code.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Procore and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in Parma (or vice versa).
Absolutely. You can customize how Procore data is recorded in Parma. This includes choosing which data fields go into which fields of Parma, setting up custom formats, and filtering out unwanted information.
The data sync between Procore and Parma typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Procore and Parma. 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 is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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