Connect Procore and Zeffy
Integrate Procore with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Projects from Procore when When a new campaign is created in Zeffy
Add Worker to Company in Procore when When a new campaign is created in Zeffy
Create Project in Procore when When a new campaign is created in Zeffy
Add Company Contact to Procore when When a new campaign is created in Zeffy
Copy Company Cost Codes to Project in Procore when When a new campaign is created in Zeffy
Popular Procore + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
Procore
When this happens...
Project Updated
When a punch list item is updated
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
List Projects from Procore when When a new campaign is created in Zeffy
Use this flowAdd Worker to Company in Procore when When a new campaign is created in Zeffy
Use this flowCreate Project in Procore when When a new campaign is created in Zeffy
Use this flowAdd Company Contact to Procore when When a new campaign is created in Zeffy
Use this flowCopy Company Cost Codes to Project in Procore when When a new campaign is created in Zeffy
Use this flowCreate Project Submittal in Procore when When a new campaign is created in Zeffy
Use this flowCreate Project Cost Code in Procore when When a new campaign is created in Zeffy
Use this flowCreate Company Vendor in Procore when When a new campaign is created in Zeffy
Use this flowList Companies from Procore when When a new campaign is created in Zeffy
Use this flowList Projects from Procore when When a new contact is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Fix Procore webhook payload_version from v2 to v2.0 to resolve 400 BAD_REQUEST during subscribe.
When a punch list item is updated
Runs the workflow automatically whenever a punch list item is updated.
When a new campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new payment or donation is created
Runs the workflow automatically whenever a new payment or donation is created in the account.
Do thisActions
Action is the task that follows automatically within your Procore integrations.
List Projects
List all projects for a selected company.
Add Worker to Company
Create a new worker in a specified company.
Create Project
Create a new project. Projects cannot be deleted in Procore, so this action is permanent and cannot be undone.
Add Company Contact
Add a new contact to a company in Procore.
Copy Company Cost Codes to Project
Copy all standard company cost codes into a project's cost code list.
Create Project Submittal
Create a project submittal with number, title, dates, manager, and other details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreAbout Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Zeffy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Procore and Zeffy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zeffy. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Procore. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Procore and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
