Automate Podium & Procore

Stop paying for mismatched spreadsheets. Sync data between Podium and Procore in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Podium"]
        T1(["Get Invoices for Dynamic Dropdowns"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Procore"]
        A1(["Create Bid Board Project"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Podium and Procore operate in isolation, construction teams face significant delays in project updates. For instance, when a customer leaves a message on Podium regarding a change order, that information must be manually entered into Procore by the project manager. This leads to potential data loss, as critical details can be overlooked or miscommunicated. Consequently, the project management team spends hours each week updating Procore, diverting their focus from more strategic tasks.

Top Ways to Automate Podium & Procore

Streamlined Communication: Automatically sync customer inquiries from Podium directly into Procore, ensuring that project managers and teams have immediate access to client feedback and can respond promptly.
Real-Time Project Updates: Enable automatic updates of project statuses in Procore based on customer interactions logged in Podium, keeping all stakeholders informed and aligned throughout the project lifecycle.
Enhanced Reporting: Generate comprehensive reports that combine customer engagement data from Podium with project performance metrics from Procore, providing actionable insights to improve decision-making and client satisfaction.

How to Build the Podium → Procore Sync

Set up a webhook in Podium to listen for new messages. Use the endpoint: https://api.podium.com/v1/webhooks and ensure you subscribe to the 'message.created' event.
Configure the webhook to send a payload that includes the message content, customer name, and timestamp to your designated endpoint.
On your server, set up an endpoint to receive the Podium webhook data. Extract the relevant fields: message.content, customer.name, and message.timestamp.
Use the Procore REST API to insert this data into the appropriate project. Make a POST request to https://api.procore.com/vapid/projects/{project_id}/messages, including the extracted data in the request body formatted as JSON.
Ensure that the Procore API request includes the necessary authentication headers and that the payload matches the expected schema for Procore messages.

Developer Warnings & API Gotchas

Ensure that the data types for message.timestamp match the format expected by Procore; a mismatch can lead to failed API requests.
Be cautious with the customer name; Procore may require a unique identifier for users, so you might need to cross-reference with existing Procore contacts.
When mapping message content, ensure that any special characters are properly escaped to prevent JSON parsing errors in the Procore API request.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Podium... Get Invoices for Dynamic Dropdowns

Do this in Procore Create Bid Board Project
When this happens in Podium... Get Locations

Do this in Procore Create Budget Change
When this happens in Podium... New Campaign

Do this in Procore Create Budget Line Item
When this happens in Podium... New Cancelled Invoice

Do this in Procore Create Call Log
When this happens in Podium... New Invoice

Do this in Procore Create Catalog Item

SyncMatrix Experts

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I can see you're looking at mapping Podium to Procore. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?