Automate Procore & Microsoft Teams

Stop paying for mismatched spreadsheets. Sync data between Procore and Microsoft Teams 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 ["Microsoft Teams"]
        A1(["Create Channel"])
    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 Microsoft Teams are not integrated, project managers often miss critical updates about new projects. For instance, when a new project is created in Procore, the project details such as name, start date, and assigned team members may not be communicated to the relevant Teams channel. This leads to manual data entry where team members have to copy and paste information, wasting valuable time and increasing the risk of errors. As a result, the project coordination team spends hours ensuring everyone is on the same page, which could be better spent on actual project work.

Top Ways to Automate Procore & Microsoft Teams

Automated Task Notifications: Instantly notify team members in Microsoft Teams when tasks are assigned or updated in Procore, ensuring everyone stays informed and aligned on project progress.
Centralized Document Sharing: Seamlessly share and access Procore documents directly within Microsoft Teams, eliminating the need to switch between platforms and reducing the risk of outdated information.
Real-Time Project Updates: Automatically post project updates and milestones from Procore to designated Teams channels, keeping all stakeholders in the loop and enhancing collaboration.

How to Build the Procore → Microsoft Teams Sync

Set up a webhook in Procore to listen for the 'New Project' event. The endpoint to configure is https://api.procore.com/vapid/webhooks/new_project.
In the webhook payload, extract the necessary data fields: project_id, project_name, start_date, and team_members.
Use the Microsoft Teams REST API to send a message to a specific channel. The endpoint for this is https://graph.microsoft.com/v1.0/teams/{team-id}/channels/{channel-id}/messages.
Construct the POST request body with the extracted project data formatted as a message, including the project name and start date, and mention team members using their IDs.
Test the integration by creating a new project in Procore and verifying that the message appears in the designated Teams channel.

Developer Warnings & API Gotchas

Ensure that the project_id in the Procore payload is correctly mapped to the Teams message, as failure to do so may lead to confusion about project ownership.
Be cautious with the team_members field; if the user IDs do not match those in Microsoft Teams, the mentions will not resolve correctly, resulting in incomplete notifications.
Double-check the date format from Procore, as it may differ from the expected format in Teams; misalignment can cause errors in message display.

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 Microsoft Teams Create Channel
When this happens in Procore... List of Admin - Company Offices

Do this in Microsoft Teams Create Chat and Send Message
When this happens in Procore... List of Admin - Form Template

Do this in Microsoft Teams Create One-on-One Chat
When this happens in Procore... List of Admin - Programs

Do this in Microsoft Teams Create Private Channel
When this happens in Procore... List of Admin - Project Bid Types

Do this in Microsoft Teams Delete Chat Message

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