Automate Procore & ClickUp

Stop paying for mismatched spreadsheets. Sync data between Procore and ClickUp 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 ["Procore"]
        T1(["List company vendors"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["ClickUp"]
        A1(["Archive or Delete Task"])
    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 Procore and Clickup operate independently, project teams face significant challenges in tracking project progress and resource allocation. For instance, when a new project is initiated in Procore, the details such as project name, start date, and assigned team members must be manually re-entered into Clickup, leading to potential errors and discrepancies. The project managers and team leads waste valuable time on this redundant data entry, which could be better spent on actual project oversight and execution.

Top Ways to Automate Procore & ClickUp

Automated Task Creation: Instantly create tasks in ClickUp based on project milestones or updates in Procore, ensuring your team is always aligned with the latest project requirements.
Real-Time Status Updates: Automatically sync project status changes between Procore and ClickUp, providing all stakeholders with up-to-date information and reducing the need for constant manual updates.
Streamlined Reporting: Generate comprehensive reports that pull data from both platforms, allowing for insightful analysis and better decision-making without the hassle of manual data compilation.

How to Build the Procore → ClickUp Sync

Set up a webhook in Procore to listen for the 'New Project' event. The endpoint to configure is https://your-procore-instance/webhooks/new_project.
In the webhook payload, extract the relevant fields: project_id, project_name, start_date, and team_members.
Prepare the data for Clickup by formatting it according to their API requirements. Ensure the project_id from Procore maps to the custom_fields in Clickup.
Use the Clickup API to create a new project by sending a POST request to https://api.clickup.com/api/v2/list/{list_id}/task with the extracted data in the request body.
Verify the response from Clickup to ensure the project was created successfully and handle any errors accordingly.

Developer Warnings & API Gotchas

Ensure that the team_members field from Procore is correctly formatted to match Clickup's user IDs, as mismatches can lead to failed task assignments.
Be cautious with date formats; Procore may use a different date format than Clickup, which could cause issues when creating tasks if not converted properly.
When mapping the project_id to Clickup's custom_fields, ensure that the field exists in Clickup; otherwise, the API will return an error during the POST request.

Supported API Operations

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

When this happens in Procore... List company vendors

Do this in ClickUp Archive or Delete Task
When this happens in Procore... List of Admin - Company Offices

Do this in ClickUp Create Custom Field
When this happens in Procore... List of Admin - Form Template

Do this in ClickUp Create Folder
When this happens in Procore... List of Admin - Programs

Do this in ClickUp Create List
When this happens in Procore... List of Admin - Project Bid Types

Do this in ClickUp Create New Document

SyncMatrix Experts

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