SyncMatrix.
SendGrid logo + Procore logo

Automate SendGrid & Procore

Stop paying for mismatched spreadsheets. Sync data between SendGrid and Procore 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 ["SendGrid"]
        T1(["Email Templates List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Procore"]
        A1(["Create Bid Board Project"])
    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 Sendgrid and Procore operate independently, critical email communication regarding project updates can be lost. For instance, when a project manager sends an email via Sendgrid to notify subcontractors of a change order, that information must be manually entered into Procore to keep the project records updated. This manual data entry not only consumes hours of valuable time for project coordinators but also introduces the risk of human error, leading to discrepancies between what subcontractors are informed about and what is recorded in Procore.

Top Ways to Automate SendGrid & Procore

  • Automated Project Updates: Instantly notify stakeholders of project milestones and changes through automated emails sent via SendGrid, ensuring everyone stays informed without manual effort.
  • Seamless Document Sharing: Automatically send important project documents and updates from Procore to relevant team members using SendGrid, reducing the risk of miscommunication and ensuring timely access to critical information.
  • Enhanced Client Communication: Set up automated email reminders for client meetings, deadlines, and deliverables, improving client engagement and satisfaction while freeing up valuable time for your team.

How to Build the SendGrid → Procore Sync

  1. Set up a webhook in Sendgrid to listen for the 'email.delivered' event. This will trigger when an email is successfully delivered.
  2. Configure the webhook to send a POST request to your designated endpoint, including the email recipient's address and any relevant project details in the payload.
  3. In your backend, create an endpoint (e.g., /api/procore/update) that accepts the incoming payload from Sendgrid.
  4. Extract the necessary data from the Sendgrid webhook payload, such as the recipient's email and project ID.
  5. Use the Procore REST API to insert this data into the appropriate project record. Make a POST request to the Procore endpoint (e.g., /vapid/projects/{project_id}/change_orders) with the extracted data formatted according to Procore's API specifications.
  6. Test the integration thoroughly to ensure that every email delivery updates the corresponding project record in Procore without errors.

Developer Warnings & API Gotchas

  • Ensure that the email addresses in Sendgrid match the corresponding contacts in Procore. Mismatched addresses can lead to failed updates.
  • Be cautious with the data format when sending the POST request to Procore; the API expects specific field names and data types that must match exactly.
  • Consider the timing of the webhook triggers; if multiple emails are sent in quick succession, ensure your endpoint can handle concurrent requests without data loss.

Supported API Operations

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

  • When this happens in SendGrid... Email Templates List
    Do this in Procore Create Bid Board Project
  • When this happens in SendGrid... Fetch Custom Actions
    Do this in Procore Create Budget Change

SyncMatrix Experts

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