Connect Procore and SnapEngage to Build Intelligent Automations
Choose a Trigger
When this happens...
Project Updated
Punch Item Updated
Choose an Action
Automatically do this!
- Request a new Action for SnapEngage
Enable Integrations or automations with these events of Procore and SnapEngage
Enable Integrations or automations with these events of Procore and SnapEngage
Triggers
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Actions
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).
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Frequently Asked Questions
To start, connect both your Procore and SnapEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in SnapEngage (or vice versa).
Absolutely. You can customize how Procore data is recorded in SnapEngage. This includes choosing which data fields go into which fields of SnapEngage, setting up custom formats, and filtering out unwanted information.
The data sync between Procore and SnapEngage 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 SnapEngage. 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.
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn MoreAbout SnapEngage
SnapEngage is a powerful live chat solution designed to enhance customer engagement and support. It offers businesses the ability to connect with their website visitors in real-time, providing instant assistance and improving customer satisfaction. With features like chatbots, integrations with CRM systems, and analytics, SnapEngage helps businesses streamline their communication processes and boost their customer support capabilities.
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