SyncMatrix.
Procore logo + SendGrid logo

Automate Procore & SendGrid

Stop paying for mismatched spreadsheets. Sync data between Procore and SendGrid 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 ["SendGrid"]
        A1(["Create or Update Contact"])
    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 Sendgrid operate independently, project teams often face delays in communication with clients. For instance, when a new project is created in Procore, project details such as the project name, start date, and client contact information may not automatically sync with Sendgrid. This leads to project managers manually entering these details into Sendgrid, wasting valuable time and increasing the risk of human error. Consequently, the marketing team may send out emails with outdated or incorrect project information, damaging client trust.

Top Ways to Automate Procore & SendGrid

  • Automated Project Updates: Instantly send project status updates via email to stakeholders using SendGrid whenever a milestone is reached in Procore, ensuring everyone stays informed without manual effort.
  • Streamlined Issue Tracking: Automatically generate and send email notifications through SendGrid when new issues are logged in Procore, allowing teams to address problems promptly and maintain project momentum.
  • Engagement Analytics: Capture and analyze email engagement metrics from SendGrid to assess the effectiveness of communications related to Procore projects, enabling data-driven decisions for future outreach.

How to Build the Procore → SendGrid Sync

  1. Set up a webhook in Procore to listen for the 'New Project' event. The endpoint to configure is: https://api.procore.com/vapid/webhooks.
  2. In the webhook payload, extract the following data: project_id, project_name, start_date, and client_email.
  3. Create a POST request to Sendgrid's API endpoint: https://api.sendgrid.com/v3/mail/send.
  4. Format the request body to include the extracted data in the JSON format, ensuring to map client_email to the to field, project_name to the subject, and include start_date in the email body.
  5. Handle the response from Sendgrid to confirm successful email delivery or log any errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the client_email extracted from Procore is validated before sending to Sendgrid to avoid sending emails to invalid addresses.
  • Be cautious with the date format for start_date; Procore may return it in a different format than what Sendgrid expects, leading to potential parsing errors.
  • Monitor the payload size; if the project details exceed the maximum size limit for Sendgrid's API, the request will fail, requiring you to implement a method to truncate or summarize the information.

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 SendGrid Create or Update Contact
  • When this happens in Procore... List of Admin - Company Offices
    Do this in SendGrid Find List by Name
  • When this happens in Procore... List of Admin - Form Template
    Do this in SendGrid Send Email
  • When this happens in Procore... List of Admin - Programs
    Do this in SendGrid Send Email (Legacy)

SyncMatrix Experts

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