Automate Procore & Podium

Stop paying for mismatched spreadsheets. Sync data between Procore and Podium 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 ["Podium"]
        A1(["Cancel an Invoice"])
    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 Podium operate independently, project details such as client contact information and project timelines are often entered manually into both systems. This leads to discrepancies where the project manager updates a project in Procore, but the corresponding client messaging in Podium remains outdated. As a result, the marketing team spends hours cross-referencing data and manually entering updates, risking miscommunication with clients and potential project delays.

Top Ways to Automate Procore & Podium

Automated Project Updates: Instantly sync project milestones and updates from Procore to Podium, ensuring that all stakeholders receive real-time notifications and reducing the risk of miscommunication.
Streamlined Client Communication: Automatically generate and send client follow-ups and reminders based on project status updates in Procore, enhancing client engagement and satisfaction.
Centralized Reporting: Consolidate project data from Procore and Podium into comprehensive reports, allowing teams to analyze performance metrics and make informed decisions without manual data aggregation.

How to Build the Procore → Podium Sync

Set up a webhook in Procore to listen for the 'New Project' event. This webhook will trigger whenever a new project is created.
Configure the webhook to send a payload containing relevant project details such as project name, client contact information, and project start date.
In your integration layer, capture the webhook payload and extract the necessary fields: 'project_name', 'client_contact.email', and 'project_start_date'.
Use the Podium REST API to make a POST request to the endpoint '/api/v1/projects' with the extracted data formatted as JSON.
The JSON body for the POST request should include the following structure: { 'name': 'project_name', 'contact_email': 'client_contact.email', 'start_date': 'project_start_date' }.
Test the integration by creating a new project in Procore and verifying that the corresponding project is created in Podium with the correct details.

Developer Warnings & API Gotchas

Ensure that the email format for 'client_contact.email' is validated before sending to Podium, as Podium may reject improperly formatted emails.
Be aware that Procore may include additional fields in the webhook payload that are not required by Podium; make sure to filter out any unnecessary data to avoid confusion.
When mapping dates, confirm that the date format from Procore aligns with the expected format in Podium to prevent errors during the API 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 Podium Cancel an Invoice
When this happens in Procore... List of Admin - Company Offices

Do this in Podium Create an Invoice
When this happens in Procore... List of Admin - Form Template

Do this in Podium Process a List of Events by the Data Feed
When this happens in Procore... List of Admin - Programs

Do this in Podium Process an Event by the Data Feed
When this happens in Procore... List of Admin - Project Bid Types

Do this in Podium Refund an Invoice

SyncMatrix Experts

Available for Hire

We are an AI-powered automation team. We build custom, reliable API workflows that eliminate manual data entry.

Speak with an Integration Architect

We build custom API workflows that don't hit rate limits.

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