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How to Integrate salesforce & Procore

Automate your business. Connect salesforce to Procore and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Closed Opportunity (Legacy) → Then: Create Incident
When: Get Accounts → Then: Create Worker - Company
When: Get Campaigns → Then: Create Worker - Project
When: Get Contacts → Then: Create Bid Board Project
When: Get Converted Status for Leads → Then: Create a Daily Log - Call Log

salesforce Triggers

Events that happen in salesforce to start an automation.

  • Trigger
    Closed Opportunity (Legacy)
    Closed Opportunity (Legacy)
  • Trigger
    Get Accounts
    Get Accounts
  • Trigger
    Get Campaigns
    Get Campaigns
  • Trigger
    Get Contacts
    Get Contacts
  • Trigger
    Get Converted Status for Leads
    Get Converted Status for Leads
  • Trigger
    Get Creatable Objects
    Get Creatable Objects
  • Trigger
    Get Datetime Fields For Object
    Get Datetime Fields For Object
  • Trigger
    Get Fields For Object
    Get Fields For Object
  • Trigger
    Get Fields For Object
    Get Fields For Object
  • Trigger
    Get File
    Get File
  • Trigger
    Get Flows
    Get Flows
  • Trigger
    Get Leads
    Get Leads
  • Trigger
    Get Non Converted Leads
    Get Non Converted Leads
  • Trigger
    Get Numeric Fields for Object
    Get Numeric Fields for Object
  • Trigger
    Get Opportunities
    Get Opportunities
  • Trigger
    Get Opportunity Stages fields
    Get Opportunity Stages fields
  • Trigger
    Get Queryable Objects
    Get Queryable Objects
  • Trigger
    Get Records For Object
    Get Records For Object
  • Trigger
    Get Reports
    Get Reports
  • Trigger
    Get Updateable Objects
    Get Updateable Objects
  • Trigger
    List History Objects
    List History Objects
  • Trigger
    New Case Attachment
    New Case Attachment
  • Trigger
    New Contact
    New Contact
  • Trigger
    New Field History Tracking Event
    New Field History Tracking Event
  • Trigger
    New or Updated File on Record
    New or Updated File on Record
  • Trigger
    New Lead
    New Lead
  • Trigger
    New Outbound Message
    New Outbound Message
  • Trigger
    New Record
    New Record
  • Trigger
    Opportunity Stage Change (Legacy)
    Opportunity Stage Change (Legacy)
  • Trigger
    Updated Field on Record
    Updated Field on Record
  • Trigger
    Updated Opportunity (Legacy)
    Updated Opportunity (Legacy)
  • Trigger
    Updated Record
    Updated Record
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

Procore Actions

What Procore will do automatically when triggered.

  • Action
    Create Incident
    Create Incident
  • Action
    Create Worker - Company
    Create Worker - Company
  • Action
    Create Worker - Project
    Create Worker - Project
  • Action
    Create Bid Board Project
    Create Bid Board Project
  • Action
    Create a Daily Log - Call Log
    Create a Daily Log - Call Log
  • Action
    Create Change Event
    Create Change Event
  • Action
    Create Company Contact
    Create Company Contact
  • Action
    Delete Company Document
    Delete Company Document
  • Action
    Create Vendor - Company Level
    Create Vendor - Company Level
  • Action
    Create Project Cost Code List From Company List
    Create Project Cost Code List From Company List
  • Action
    Create Cost Code - Project
    Create Cost Code - Project
  • Action
    Create Budget Change
    Create Budget Change
  • Action
    Create Budget Line Item
    Create Budget Line Item
  • Action
    Create Catalog Item
    Create Catalog Item
  • Action
    Create Direct Cost Item
    Create Direct Cost Item
  • Action
    Create Direct Cost Line Item
    Create Direct Cost Line Item
  • Action
    Create Form
    Create Form
  • Action
    Create Prime Contract
    Create Prime Contract
  • Action
    Create Prime Contract Line Item
    Create Prime Contract Line Item
  • Action
    Create Purchase Order Contract Line Item
    Create Purchase Order Contract Line Item
  • Action
    Create Subcontract Invoice
    Create Subcontract Invoice
  • Action
    Create a Daily Construction Report Log
    Create a Daily Construction Report Log
  • Action
    Create Document
    Create Document
  • Action
    Delete Document
    Delete Document
  • Action
    Create Document Folder
    Create Document Folder
  • Action
    Delete Document Folder
    Delete Document Folder
  • Action
    Delete Company Folder
    Delete Company Folder
  • Action
    Create Drawing
    Create Drawing
  • Action
    Create Incident
    Create Incident
  • Action
    Create Call Log
    Create Call Log
  • Action
    Create Company Vendor
    Create Company Vendor
  • Action
    Create Instructions
    Create Instructions
  • Action
    Create Manpower Log
    Create Manpower Log
  • Action
    Update Company Vendor
    Update Company Vendor
  • Action
    Update Incident
    Update Incident
  • Action
    Update Manpower Log
    Update Manpower Log
  • Action
    Delete Form
    Delete Form
  • Action
    Create Photo
    Create Photo
  • Action
    Create Inspection
    Create Inspection
  • Action
    Create Instruction
    Create Instruction
  • Action
    Create Daily Log - Manpower Log
    Create Daily Log - Manpower Log
  • Action
    Create Observation
    Create Observation
  • Action
    Create Prime Contract Invoice
    Create Prime Contract Invoice
  • Action
    Create Project
    Create Project
  • Action
    Create Punch Item
    Create Punch Item
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create RFI
    Create RFI
  • Action
    Create Submittal
    Create Submittal
  • Action
    Create Sub Job - Project
    Create Sub Job - Project
  • Action
    Create Task
    Create Task
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Update Incident
    Update Incident
  • Action
    Update Daily Log - Manpower Log
    Update Daily Log - Manpower Log
  • Action
    Update Project Meeting
    Update Project Meeting
  • Action
    Update Purchase Order Contract
    Update Purchase Order Contract
  • Action
    Update Purchase Order Contract Line Item
    Update Purchase Order Contract Line Item
  • Action
    Update Submittal
    Update Submittal
  • Action
    Update Subcontract
    Update Subcontract
  • Action
    Create WBS Code
    Create WBS Code
  • Action
    Create Subcontract
    Create Subcontract
  • Action
    Create Incident
    Create Incident
  • Action
    Create Worker - Company
    Create Worker - Company
  • Action
    Create Worker - Project
    Create Worker - Project
  • Action
    Create Bid Board Project
    Create Bid Board Project
  • Action
    Create a Daily Log - Call Log
    Create a Daily Log - Call Log
  • Action
    Create Change Event
    Create Change Event
  • Action
    Create Company Contact
    Create Company Contact
  • Action
    Delete Company Document
    Delete Company Document
  • Action
    Create Vendor - Company Level
    Create Vendor - Company Level
  • Action
    Create Project Cost Code List From Company List
    Create Project Cost Code List From Company List
  • Action
    Create Cost Code - Project
    Create Cost Code - Project
  • Action
    Create Budget Change
    Create Budget Change
  • Action
    Create Budget Line Item
    Create Budget Line Item
  • Action
    Create Catalog Item
    Create Catalog Item
  • Action
    Create Direct Cost Item
    Create Direct Cost Item
  • Action
    Create Direct Cost Line Item
    Create Direct Cost Line Item
  • Action
    Create Form
    Create Form
  • Action
    Create Prime Contract
    Create Prime Contract
  • Action
    Create Prime Contract Line Item
    Create Prime Contract Line Item
  • Action
    Create Purchase Order Contract Line Item
    Create Purchase Order Contract Line Item
  • Action
    Create Subcontract Invoice
    Create Subcontract Invoice
  • Action
    Create a Daily Construction Report Log
    Create a Daily Construction Report Log
  • Action
    Create Document
    Create Document
  • Action
    Delete Document
    Delete Document
  • Action
    Create Document Folder
    Create Document Folder
  • Action
    Delete Document Folder
    Delete Document Folder
  • Action
    Delete Company Folder
    Delete Company Folder
  • Action
    Create Drawing
    Create Drawing
  • Action
    Create Incident
    Create Incident
  • Action
    Create Call Log
    Create Call Log
  • Action
    Create Company Vendor
    Create Company Vendor
  • Action
    Create Instructions
    Create Instructions
  • Action
    Create Manpower Log
    Create Manpower Log
  • Action
    Update Company Vendor
    Update Company Vendor
  • Action
    Update Incident
    Update Incident
  • Action
    Update Manpower Log
    Update Manpower Log
  • Action
    Delete Form
    Delete Form
  • Action
    Create Photo
    Create Photo
  • Action
    Create Inspection
    Create Inspection
  • Action
    Create Instruction
    Create Instruction
  • Action
    Create Daily Log - Manpower Log
    Create Daily Log - Manpower Log
  • Action
    Create Observation
    Create Observation
  • Action
    Create Prime Contract Invoice
    Create Prime Contract Invoice
  • Action
    Create Project
    Create Project
  • Action
    Create Punch Item
    Create Punch Item
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create RFI
    Create RFI
  • Action
    Create Submittal
    Create Submittal
  • Action
    Create Sub Job - Project
    Create Sub Job - Project
  • Action
    Create Task
    Create Task
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Update Incident
    Update Incident
  • Action
    Update Daily Log - Manpower Log
    Update Daily Log - Manpower Log
  • Action
    Update Project Meeting
    Update Project Meeting
  • Action
    Update Purchase Order Contract
    Update Purchase Order Contract
  • Action
    Update Purchase Order Contract Line Item
    Update Purchase Order Contract Line Item
  • Action
    Update Submittal
    Update Submittal
  • Action
    Update Subcontract
    Update Subcontract
  • Action
    Create WBS Code
    Create WBS Code
  • Action
    Create Subcontract
    Create Subcontract

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