Procore logo + Discord logo

Automate Procore & Discord

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

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 ["Discord"] A1(["Add Role"]) 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 Discord operate independently, project managers often find themselves duplicating efforts. For instance, when a new project is created in Procore, the details such as project name, ID, and start date are not automatically communicated to the Discord channel. This leads to team members manually entering project information into Discord, which not only wastes time but also increases the risk of human error, such as typos or outdated data. Consequently, team members may miss critical updates or misunderstand project timelines due to inconsistent information across platforms.

Top Ways to Automate Procore & Discord

  • Automated Project Updates: Instantly notify your Discord channels of any changes or updates in Procore, ensuring that all team members are informed in real-time without manual input.
  • Task Assignment Notifications: Automatically send alerts to designated Discord channels when new tasks are assigned in Procore, keeping everyone aligned on responsibilities and deadlines.
  • Centralized Communication: Aggregate feedback and discussions from Discord directly into Procore, allowing for a comprehensive view of project conversations and decisions without switching platforms.

How to Build the Procore → Discord Sync

  1. Set up a webhook in Procore to listen for the 'New Project' event. This can be configured in the Procore API settings.
  2. Extract the relevant payload data from the webhook, which includes 'project_name', 'project_id', and 'start_date'.
  3. Utilize the Discord REST API to send a POST request to the endpoint https://discord.com/api/v9/channels/{channel_id}/messages.
  4. Format the POST request body to include a message that details the new project, using the extracted data: { "content": "New Project Created: {project_name} (ID: {project_id}) starts on {start_date}" }.
  5. Test the integration to ensure that messages appear correctly in the designated Discord channel when a new project is created in Procore.

Developer Warnings & API Gotchas

  • Ensure that the 'project_id' is correctly formatted in the Discord message to avoid confusion; it should be a direct reference to the Procore project.
  • Be mindful of Discord's message character limit (2000 characters); if the project details are extensive, consider summarizing or truncating the message.
  • Check the payload structure from Procore to ensure that all required fields are present; missing fields can lead to incomplete messages in Discord.

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 Discord Add Role
  • When this happens in Procore... List of Admin - Company Offices
    Do this in Discord Create new Forum Post
  • When this happens in Procore... List of Admin - Form Template
    Do this in Discord Remove User Role
  • When this happens in Procore... List of Admin - Programs
    Do this in Discord Rename Channel
  • When this happens in Procore... List of Admin - Project Bid Types
    Do this in Discord Send Channel Message

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