viaSocket

Connect Procore and TargetBay to Build Intelligent Automations

Choose a Trigger

Procore

When this happens...

Choose an Action

TargetBay

Automatically do this!

Enable Integrations or automations with these events of Procore and TargetBay

Enable Integrations or automations with these events of Procore and TargetBay

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 TargetBay?

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

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

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

How often does the data sync between Procore and TargetBay?

The data sync between Procore and TargetBay 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 TargetBay?

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 TargetBay?

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

About TargetBay

TargetBay is a customer engagement platform that helps businesses of all sizes and types scale and automate their marketing efforts.

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