Automate Procore & Zendesk

Stop paying for mismatched spreadsheets. Sync data between Procore and Zendesk 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 ["Zendesk"]
        A1(["Add Comment to Ticket"])
    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 Zendesk operate independently, project managers often face delays in addressing client inquiries due to a lack of visibility into project statuses. For instance, if a new project is created in Procore, the corresponding support ticket in Zendesk may not reflect this change, leading to customer service representatives manually checking Procore for updates. This results in wasted hours as the support team scrambles to gather information, ultimately impacting client satisfaction and project timelines.

Top Ways to Automate Procore & Zendesk

Automated Ticket Creation: Instantly create Zendesk support tickets from Procore project updates, ensuring that customer inquiries are addressed promptly and accurately without manual intervention.
Real-Time Status Updates: Automatically sync project status changes from Procore to Zendesk, keeping your customer support team informed and enabling them to provide timely responses to client questions.
Centralized Reporting: Generate comprehensive reports that combine data from both Procore and Zendesk, allowing stakeholders to analyze project performance and customer satisfaction metrics in one unified dashboard.

How to Build the Procore → Zendesk Sync

Set up a webhook in Procore to listen for the 'New Project' event. Ensure you capture the project ID, name, and start date from the webhook payload.
Configure your server to receive the webhook payload at the specified endpoint, e.g., https://yourserver.com/procore-webhook.
Extract the relevant data from the incoming JSON payload, specifically the project ID, name, and start date.
Use the Zendesk REST API to create a new ticket. Send a POST request to https://your_zendesk_domain.zendesk.com/api/v2/tickets.json.
In the POST request body, include a JSON object with the extracted project data, such as:

{"ticket": {"subject": "New Project: [Project Name]", "description": "A new project has been created with ID: [Project ID] and start date: [Start Date]."}}

Ensure to authenticate the API request using your Zendesk API token.
Test the integration by creating a new project in Procore and verifying that a corresponding ticket is created in Zendesk.

Developer Warnings & API Gotchas

Ensure the project ID from Procore is correctly mapped to the ticket subject in Zendesk. If the ID format differs, it could lead to confusion in tracking.
Be cautious of the data type for the start date; Procore may send it in a different format than what Zendesk accepts. Confirm the date format before sending the API request.
Check for any mandatory fields in the Zendesk ticket creation API that may not be included in the Procore webhook payload, such as priority or tags, which could cause the request to fail.

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 Zendesk Add Comment to Ticket
When this happens in Procore... List of Admin - Company Offices

Do this in Zendesk Add Tag(s) to Ticket
When this happens in Procore... List of Admin - Form Template

Do this in Zendesk Attach File to Ticket
When this happens in Procore... List of Admin - Programs

Do this in Zendesk Create Organization
When this happens in Procore... List of Admin - Project Bid Types

Do this in Zendesk Create Request

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