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How to Integrate xero & Procore

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

Popular Automation Workflows

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

When: New Account → Then: Create Incident
When: New Bank Account → Then: Create Worker - Company
When: New Bank Transaction → Then: Create Worker - Project
When: New Bill → Then: Create Bid Board Project
When: Branding Theme → Then: Create a Daily Log - Call Log

xero Triggers

Events that happen in xero to start an automation.

  • Trigger
    New Account
    New Account
  • Trigger
    New Bank Account
    New Bank Account
  • Trigger
    New Bank Transaction
    New Bank Transaction
  • Trigger
    New Bill
    New Bill
  • Trigger
    Branding Theme
    Branding Theme
  • Trigger
    New Contact (Legacy)
    New Contact (Legacy)
  • Trigger
    New Contact
    New Contact
  • Trigger
    New Credit Note
    New Credit Note
  • Trigger
    New Currency
    New Currency
  • Trigger
    New Emailable invoice
    New Emailable invoice
  • Trigger
    New Employee
    New Employee
  • Trigger
    New Group
    New Group
  • Trigger
    New Inventory accounts
    New Inventory accounts
  • Trigger
    New Invoice (legacy)
    New Invoice (legacy)
  • Trigger
    New Item
    New Item
  • Trigger
    List BankTransfers
    List BankTransfers
  • Trigger
    List Contacts
    List Contacts
  • Trigger
    List Employees
    List Employees
  • Trigger
    List Invoices
    List Invoices
  • Trigger
    List ManualJournals
    List ManualJournals
  • Trigger
    New List organizations
    New List organizations
  • Trigger
    List Payroll Calendars
    List Payroll Calendars
  • Trigger
    List Purchase Orders
    List Purchase Orders
  • Trigger
    List RepeatingInvoices
    List RepeatingInvoices
  • Trigger
    List Super Funds
    List Super Funds
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Report
    New Report
  • Trigger
    Overdue Sales Invoice
    Overdue Sales Invoice
  • Trigger
    New Payable accounts
    New Payable accounts
  • Trigger
    New Payment
    New Payment
  • Trigger
    New Payslip
    New Payslip
  • Trigger
    New Project
    New Project
  • Trigger
    New Purchase Order
    New Purchase Order
  • Trigger
    New Quote
    New Quote
  • Trigger
    New Expense Claim Receipt
    New Expense Claim Receipt
  • Trigger
    New Reconciled Payment
    New Reconciled Payment
  • Trigger
    New Sales Invoice (Legacy)
    New Sales Invoice (Legacy)
  • Trigger
    New Sales Invoice
    New Sales Invoice
  • Trigger
    New Tax Rate
    New Tax Rate
  • Trigger
    New Tracking category
    New Tracking category
  • Trigger
    New Tracking category v2
    New Tracking category v2
  • Trigger
    New or Updated Contact
    New or Updated Contact
  • Trigger
    Updated Employee
    Updated Employee
  • Trigger
    Updated Invoice (Legacy)
    Updated Invoice (Legacy)
  • Trigger
    Updated Sales Invoice
    Updated Sales Invoice
  • Trigger
    Updated Quote
    Updated Quote
  • 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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