Procore logo + Monday logo

Automate Procore & Monday

Stop paying for mismatched spreadsheets. Sync data between Procore and Monday 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 ["Monday"] A1(["Archive Board"]) 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 Monday are not integrated, project managers often face significant delays in project updates. For instance, when a new project is created in Procore, the project details, including timelines and budgets, must be manually entered into Monday. This manual entry can lead to discrepancies in project timelines, as the project management team spends hours cross-referencing data. Consequently, the construction team may work with outdated information, jeopardizing project deadlines and resource allocation.

Top Ways to Automate Procore & Monday

  • Automated Task Synchronization: Instantly sync tasks between Procore and monday.com, ensuring that updates in one platform reflect in the other, eliminating the need for manual data entry and reducing errors.
  • Real-Time Reporting: Generate comprehensive reports that pull data from both Procore and monday.com, providing stakeholders with a holistic view of project progress, budget status, and resource allocation without the hassle of cross-referencing multiple systems.
  • Streamlined Communication: Set up automated notifications to alert team members of critical updates or changes in project status, fostering better communication and collaboration across teams and ensuring everyone stays aligned on project goals.

How to Build the Procore → Monday Sync

  1. Set up a webhook in Procore to listen for the 'New Project' event. This can be done by navigating to the Webhooks section in Procore's API settings and selecting the 'New Project' trigger.
  2. Configure the webhook to send a payload containing key project details such as 'project_id', 'project_name', 'start_date', and 'end_date' to your designated endpoint.
  3. On your server, create an endpoint that receives the Procore webhook payload. Extract the necessary fields: 'project_id', 'project_name', 'start_date', and 'end_date'.
  4. Use the Monday API to create a new item in your project board. Make a POST request to the '/items' endpoint with the extracted data. The body of the request should include the relevant fields formatted as JSON, ensuring to map 'project_name' to the 'name' field in Monday and include 'start_date' and 'end_date' in the appropriate columns.
  5. Test the integration by creating a new project in Procore and verifying that it appears correctly in Monday with all relevant details.

Developer Warnings & API Gotchas

  • Ensure that the 'project_id' from Procore is mapped correctly to a unique identifier in Monday to avoid duplicate entries.
  • Be aware that date formats may differ between Procore and Monday; validate the date format before sending data to prevent errors in item creation.
  • Monitor the payload size from Procore; if the project details exceed the maximum allowed size for Monday's API, you may need to truncate or adjust the data being sent.

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 Monday Archive Board
  • When this happens in Procore... List of Admin - Company Offices
    Do this in Monday Archive Group
  • When this happens in Procore... List of Admin - Form Template
    Do this in Monday Archive Item
  • When this happens in Procore... List of Admin - Programs
    Do this in Monday Create Board
  • When this happens in Procore... List of Admin - Project Bid Types
    Do this in Monday Create Column

SyncMatrix Experts

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