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Procore

Creating Your First Zap

Introduction

This article will walk you through the basic steps of connecting an app to your Procore account.

For this example, we’ll export Procore RFI’s to Google Sheets. With this integration, all new RFI’s created will automatically trigger an action to create a new row in a specific Google Sheet.

Steps

Step 1: Sign up for a Zapier account.

If you have not done so already you must first sign up for a Zapier account. This can be done quick and easy and includes a 14 day free trial which gives you access to every regular and premium app. After the free trial you can continue to use the free plan or select one of the available premium plans.

Step 2: Click Make a Zap! at the top of the page.

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Step 3: Type "Procore" into the search bar and choose the Procore app.

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Step 4: In this step, you will choose the Procore trigger.  A trigger (or event) is something that “triggers” the workflow.  In this example, we want to trigger off of new RFI’s in Procore.

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Step 5: In the next step, you will be prompted to connect to your Procore account (or choose an existing connection).

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Step 6: Clicking the Connect an Account button will open a popup with the familiar Procore login screen. (This step may not appear if you are already logged in to Procore)

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Step 7: When you have successfully created a connection, you should see a screen like this, click Save + Continue.

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Step 8: You will be presented with two dropdown fields to set up this trigger. Each dropdown will give you options of companies and projects that you have access to in Procore. Select the company and project that you would like use for this workflow.

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Step 9: Now, test your RFI trigger by clicking Fetch & Continue. This will poll your project for an existing RFI to use as a sample.

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Step 10: If your test is successful, click Continue.

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Step 11: You will now move on to selecting the action app. For our example, we will type "Google Sheets" into the search bar and select the Google Sheets tile.

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Step 12: For the Google sheets action, we will select Create Spreadsheet Row.

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Step 13: In this step, you will log in to your Google Sheets account (if you haven’t already).

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Step 14: Here is an example of a Google Sheet that I would like to export my RFI’s to.

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Step 15: After logging into Google Sheets with Zapier, you will be prompted to select the workbook and worksheet to use for exports.

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Step 16: Once you select a worksheet, Zapier will pull all the column headers from the sheet you selected. The blue dot on the right of each input signifies that you can select values from the RFI fetched from Procore in the previous step.

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Step 17: When you have mapped all the fields from the RFI into the appropriate Google Sheets columns, click Continue.

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Step 18: You are now presented with a review of the field mappings you selected, and the option to send a test row to Google Sheets.

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Step 19: The test run allows you to make sure that all fields come into Google Sheets appropriately.

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Step 20: If everything looks good, the final step is to name your zap and turn it on!  From this point forward, all new RFI’s on your selected project will export to Google Sheets using the template you specified.

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