Procore Channel

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Procore is a software platform in the construction industry that creates a central collaboration hub for owners, general contractors, specialty contractors, and other project collaborators across the entire project lifecycle - from pre-development and bidding to project completion.

Note: This channel is only available through the Built Environment Package or as an addon and is not included in every package.

How to connect

On the My pipelines page, select Create Pipeline.
Search for or select a step, and then select it to add it to the pipeline.
When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
Expand the Connection section of the step, and add the required information.

Connect to Procore

On the right side of the page, choose All to list all channels enabled for your realm. Make sure Procore is enabled.
Expand Procore and click Connect to Procore.

The window below appears. Enter your Procore Company ID—the Company ID displays in the URL as a path parameter as shown in the following example: https://app.procore.com/112233445566/company/home/list

You’re redirected to Procore and should grant permission to Pipelines.

Once complete, you can see all of the Procore resources.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

If you need to connect a different account.
Authorization updates, such as a changed password.
Editing the access rights that Pipelines has to the channel.

To reconnect:

Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with Procore fall under these categories: Companies, Directory (Vendors), Change Events, Users, Company and Project Roles, RFIs, Finacials - Budget, Company - Offices, Files, Albums, Submittal, Image, Folder, Purchase Orders, Prime Contracts, Contract Payments

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

Type	Name	Description
Companies
Query	Search Companies	Searches all Companies based on search criteria.
Projects
Trigger	Project Created	Triggers when a new Project is created.
Trigger	Project Updated	Triggers when a new Project is updated.
Query	Search Projects	Updates a board.
Action	Create Project	Creates a new Project.
Action	Update Project	Updates a Project.
Action	Look Up a Project	Look up a Project by Project ID.
Action	Fetch a Linked Project	Fetches a linked Project.
Directory (Vendors)
Trigger	Company (Vendor) Created	Triggers when a new Company (Vendor) is created
Trigger	Company (Vendor) Updated	Triggers when a Company (Vendor) is updated
Trigger	Company (Vendor) Removed From Project	Triggers when a Company (Vendor) is removed from project
Action	Create Company (Vendor)	Creates a Company (Vendor).
Action	Update Company (Vendor)	Updates a Company (Vendor).
Action	Add Company (Vendor) To Project	Adds a Company (Vendor) to Project.
Action	Remove Company (Vendor) From Project	Removes a Company (Vendor) from Project.
Action	Fetch a Linked Directory -Vendors	Fetches a linked Directory - Vendor.
Action	Look Up a Company (Vendor)	Looks up a Company (Vendor).
Query	Search Companies (Vendors)	Searches Companies (Vendors)
Change events
Query	Search Change Events	Searches all Change Events based on search criteria
Action	Look Up Change Event	Looks up a Change Event
Trigger	Change Event Created	Triggers when a Change Event is created
Trigger	Change Event Updated	Triggers when a Change Event is updated
Action	Create Change Event	Creates a Change Event
Action	Update Change Event	Updates a Change Event
Action	Delete Change Event	Deletes a Change Event
Users
Trigger	User Created	Triggers when a new User is created
Trigger	User Updated	Triggers when a User is updated
Trigger	User Removed From Project	Triggers when a User is removed from project
Action	Create User	Creates a User.
Action	Update User	Updates a User.
Action	Add User To Project	Adds a User to a Project.
Action	Invite User	Sends an invite email to User
Action	Remove User From Project	Removes a User from a Project.
Action	Set User Project Permission Template	Sets User’s Project Permission Template.
Action	Fetch Linked User	Fetches a linked User.
Action	Look Up a User	Looks up a User.
Query	Search Users	Searches Users based on search criteria.
Company and Project Roles
Query	Search Company Roles	Searches all Company Roles.
Query	Search Project Roles	Searches all Project Roles
RFIs
Trigger	RFI Created	Triggers when a new RFI is created
Trigger	RFI Updated	Triggers when an RFI is updated
Trigger	RFI Reply Updated	Triggers when an RFI Reply is updated
Trigger	RFI Replied	Triggers when an RFI gets replied
Query	Search RFIs	Searches all RFIs based on search criteria.
Action	Create RFI	Creates an RFI.
Action	Look Up an RFI	Looks up an RFI.
Action	Update RFI	Updates an RFI.
Action	Fetch a Linked RFI	Fetched a linked RFI.
Financials - Budget
Query	Search Budget Detail Rows	Searches all Budget Line Items based on search criteria.
Action	Add a Budget Line Item	Adds a Budget Line Item.
Action	Look Up a Budget Line Item	Looks Up a Budget Line Item.
Action	Update a Budget Line Item	Updates a Budget Line Item.
Action	Add a Budget Line Modification	Adds a Budget Modification.
Action	Look Up a Budget Line Modification	Looks up a Budget Line Modification.
Action	Update a Budget Line Modification	Updates a Budget Line Modification.
Action	Delete a Budget Line Modification	Deletes a Budget Modification.
Action	Lock a Project Budget	Locks a Project Budget.
Action	Unlock a Project Budget	Unlocks a Project Budget.
Action	Check Project Budget	Checks Project Budget.
Query	Search Budget Line Items	Searches Budget Line Items
Company - Offices
Query	Search Company Offices	Searches all Company Offices based on search criteria.
Action	Create Company Office	Creates Company Office.
Action	Look Up a Company Office	Looks up a Company Office.
Action	Update Company Office	Updates Company Office.
Action	Delete Company Office	Deletes Company Office.
Action	Fetch a Linked Company Office	Fetches a Linked Company Office.
Files
Trigger	File Created	Triggers when a new file is created in the selected account and project.
Trigger	File Updated	Triggers when an existing file is updated in the selected account and project.
Trigger	File Deleted	Triggers when an existing file is deleted in the selected account and project
Action	Create a File Version	Creates a new version of a specified file. The general file limit is 100 MB.
Action	Update a File	Updates the specified file. The general file limit is 100 MB.
Action	Delete a file	Deletes the specified file
Action	Upload a file	Uploads the specified file. The general file limit is 100 MB.
Query	Search files	Returns a list of files based on search criteria
Action	Fetch a Linked File	Fetches a linked file based on specific criteria
Action	Look up a file	Returns one file based on search criteria
Albums
Action	Create an Album	Creates a new album
Action	Update an Album	Updates a specified album
Action	Delete an Album	Deletes a specified album
Query	Search Albums	Returns a list of albums based on search criteria
Action	Fetch a Linked Album	Fetches a linked album based on specific criteria
Action	Look Up an Album	Returns one album based on search criteria
Submittal
Action	Create Submittal	Creates a new submittal
Action	Update Submittal	Updates a specified submittal
Action	Update Submittal Approver	Updates a specified submittal approver
Action	Delete Submittal	Deletes a specified submittal
Query	Search Submittals	Returns a list of submittals based on search criteria
Action	Look Up a Submittal	Returns one submittal based on search criteria
Image
Action	Upload an Image	Uploads an image. The general file limit is 100 MB.
Action	Update an Image	Updates an image. The general file limit is 100 MB.
Action	Delete an Image	Deletes an image
Query	Search Images	Returns a list of images based on search criteria
Action	Fetch a Linked Image	Fetches a linked image based on specific criteria
Action	Look Up an Image	Returns one image based on search criteria
Folder
Trigger	Folder Created	Triggers when a new folder is created in the selected account and project
Trigger	Folder Updated	Triggers when a folder is updated in the selected account and project
Trigger	Folder Deleted	Triggers when a folder is deleted in the selected account and project
Action	Create a Folder	Creates a folder
Action	Update a Folder	Updates a folder
Action	Delete a Folder	Deletes a folder
Action	Fetch a Linked Folder	Fetches a linked folder based on specific criteria
Action	Look Up a Folder	Returns one folder based on search criteria
Purchase Orders
Action	Look Up a Purchase Order	Looks Up a Purchase Order
Query	Search Purchase Orders	Searches all Purchase Orders based on search criteria
Trigger	Purchase Order Created	Triggers when a Purchase Order is created
Trigger	Purchase Order Updated	Triggers when a Purchase Order is updated
Query	Search Purchase Order Contract Line Items	Searches Purchase Order Contract Line Items
Action	Create Purchase Order Contract Line Item	Creates a Purchase Order Contract Line Item
Action	Update Purchase Order Contract Line Item	Updates a Purchase Order Contract Line Item
Action	Delete Purchase Order Contract Line Item	Deletes a Purchase Order Contract Line Item
Action	Look Up a Purchase Order Contract Line Item	Looks Up a Purchase Order Contract Line Item
Prime Contracts
Query	Search Prime Contracts	Searches Prime Contracts
Action	Create Prime Contract	Creates a Prime Contract
Action	Look Up a Prime Contract	Looks Up a Prime Contract
Action	Update Prime Contract	Updates a Prime Contract
Action	Delete Prime Contract	Deletes a Prime Contract
Query	Search Prime Contract Line Items	Searches Line Items in a Prime Contract
Action	Create Prime Contract Line Item	Creates a Line Item in a Prime Contract
Action	Look Up a Prime Contract Line Item	Looks Up a Line Item in a Prime Contract
Contract Payments
Query	Search Contract Payments	Searches Contract Payments
Action	Create Contract Payment	Creates a Contract Payment
Action	Update Contract Payment	Updates a Contract Payment
Action	Delete Contract Payment	Deletes a Contract Payment
Action	Look Up a Contract Payment	Looks Up a Contract Payment

Limits

The general file limit is 100 MB.

The Procore API rate limits to 3,600 requests per hour. The rate limit resets every hour. There are three important response headers returned when making a request to the Procore API.

Note: The rate limit headers get returned only when using a Production Procore account (making requests to https://api.procore.com/rest/v1.0).

Explanation	Header
X-Rate-Limit-Limit	The total number of requests per 60 minute window.
X-Rate-Limit-Remaining	The number of requests you are allowed to make in the current 60 minute window.
X-Rate-Limit-Reset	The Unix timestamp for when the next window begins.

For example:

X-Rate-Limit-Limit: 3600

X-Rate-Limit-Remaining: 3599

X-Rate-Limit-Reset: 1466182244

When you exceed the rate limit, the client will receive a 429 status code. The rate limit headers will still be present. The response body will contain the following message.

You have surpassed the max number of requests for an hour. Please wait until your limit resets.

Use case examples

The following are some examples of using the Procore channel.

Syncing projects in Procore and Projects table in Quickbase

In this use case we want to create a dependency between a Procore project and a record in Quickbase. When you update the project in Procore, the record in Quickbase will also be updated. You can create the opposite workflow with a similar pipeline starting with a trigger step in Quickbase.

Prerequisite: you have to create a link between Procore projects and the corresponding records in the Projects table in Quickbase in a separate pipeline.

We add a trigger step for Project update in Procore:
Next, we fetch the linked record in Quickbase. The Resource is populated with the project from the previous step. Also, select the Projects table containing records corresponding to Procore projects.
Finally, we add an Update Record step and for Record choose the one from the previous step. Select the desired fields to be updated and fill with the values from the trigger step (Step A).

Result: The records of the Quickbase Projects table now have the same values as the Procore projects.