Connect Procore and SendX to Build Intelligent Automations

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Procore

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SendX

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

New Contact Created

New Contact Created

Triggers when a new Contact is added to any list.

New List Created

New List Created

Triggers when a new list Created.

New Tag Created

New Tag Created

Trigger when a New Tag created.

Request a new Trigger for Procore

Do thisActions

Action is the task that follows automatically within your Procore integrations.

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 SendX?

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

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

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

How often does the data sync between Procore and SendX?

The data sync between Procore and SendX 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 SendX?

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 SendX?

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

About SendX

SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.

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