Automate Procore & Stripe

Stop paying for mismatched spreadsheets. Sync data between Procore and Stripe 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 ["Stripe"]
        A1(["Accept a quote"])
    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 Stripe operate independently, project managers often face delays in payment processing due to missing account data. For instance, if a new project is created in Procore, the corresponding Stripe account may not be automatically set up, leading to manual entry of account details like project name and payment terms. This results in finance teams wasting hours reconciling discrepancies between project budgets in Procore and actual payments received in Stripe, ultimately delaying cash flow and project timelines.

Top Ways to Automate Procore & Stripe

Automated Invoicing: Streamline your billing process by automatically generating invoices in Procore based on project milestones, which are then sent directly to clients via Stripe for swift payment processing.
Real-Time Payment Tracking: Keep your financials up-to-date with real-time tracking of payments received through Stripe, automatically updating project budgets and cash flow forecasts in Procore.
Seamless Data Synchronization: Eliminate manual data entry by synchronizing project and financial data between Procore and Stripe, ensuring that all stakeholders have access to accurate and up-to-date information at all times.

How to Build the Procore → Stripe Sync

Set up a webhook in Procore to listen for the 'New Project' event. This will trigger whenever a new project is created.
In the webhook payload, extract the necessary project details such as 'project_id', 'project_name', and 'client_email'.
Use the Stripe API to create a new account by making a POST request to the /v1/accounts endpoint. Include the extracted 'project_name' and 'client_email' in the request body.
After the account is created, retrieve the account details using the 'Retrieve account' action to confirm the account setup.
Generate an account link for the client by calling the 'Create an account link' action and provide the necessary parameters, including the account ID from the previous step.
Finally, create an account session using the 'Create an Account Session' action to facilitate the client’s payment processing.

Developer Warnings & API Gotchas

Ensure that the 'client_email' extracted from the Procore webhook is valid and matches the format required by Stripe, as any discrepancies can lead to failed account creation.
When creating the account in Stripe, if the project name exceeds the character limit imposed by Stripe, the API will return an error, requiring proper validation before sending the request.
Be cautious of the data types; for example, ensure that the 'project_id' is sent as a string, as mismatches can cause unexpected behavior in account retrieval.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Procore... New Project Webhook Payload

Do this in Stripe Retrieve account
When this happens in Procore... New Project Webhook Payload

Do this in Stripe Delete an account
When this happens in Procore... New Project Webhook Payload

Do this in Stripe Retrieve account
When this happens in Procore... New Project Webhook Payload

Do this in Stripe Update an account
When this happens in Procore... New Project Webhook Payload

Do this in Stripe Create an external account

SyncMatrix Experts

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