SyncMatrix.
Zendesk logo + Procore logo

Automate Zendesk & Procore

Stop paying for mismatched spreadsheets. Sync data between Zendesk 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 ["Zendesk"]
        T1(["Fetch Custom Actions"])
    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 Zendesk and Procore operate in isolation, support teams often face challenges in tracking project-related tickets. For instance, when a construction issue arises, the support team must manually enter ticket details into Procore, leading to potential data loss, such as missing project IDs or incorrect status updates. This manual entry consumes valuable time for both the support and project management teams, ultimately delaying issue resolution and impacting project timelines.

Top Ways to Automate Zendesk & Procore

  • Seamless Ticket Creation: Automatically generate Zendesk support tickets from Procore project updates, ensuring that customer inquiries are logged promptly and accurately, reducing response times.
  • Real-Time Status Updates: Sync project status changes in Procore with Zendesk, allowing support teams to provide customers with the latest information without manual intervention, enhancing transparency and trust.
  • Centralized Reporting: Consolidate support and project data into comprehensive reports, enabling stakeholders to analyze performance metrics and identify areas for improvement, fostering a culture of continuous enhancement.

How to Build the Zendesk → Procore Sync

  1. In Zendesk, navigate to the Admin section and create a new webhook under the 'Webhooks' settings. Set the webhook URL to your Procore REST API endpoint for inserting new tickets.
  2. Configure the webhook to trigger on specific events, such as 'Ticket Created' or 'Ticket Updated'. Ensure you include relevant data fields like 'ticket_id', 'subject', 'description', and 'status' in the payload.
  3. In Procore, set up an API endpoint to receive the POST requests from Zendesk. Use the endpoint '/vapid/projects/{project_id}/tickets' for inserting the ticket data.
  4. Map the incoming Zendesk data to the Procore API format. For example, map 'ticket_id' to 'external_id', 'subject' to 'title', 'description' to 'details', and 'status' to 'current_status'.
  5. Test the integration by creating a ticket in Zendesk and confirming that it appears in Procore with the correct data populated.

Developer Warnings & API Gotchas

  • Ensure that the 'project_id' in the Procore endpoint matches the project associated with the Zendesk ticket; otherwise, the ticket will not be linked correctly.
  • Pay attention to the data types when mapping fields; for instance, Procore may require 'status' to be an integer, while Zendesk uses strings for status values.
  • Be cautious with the payload size limits in the Procore API; if the ticket description is too lengthy, it may cause the API request to fail, resulting in data not being transferred.

Supported API Operations

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

  • When this happens in Zendesk... Fetch Custom Actions
    Do this in Procore Create Bid Board Project
  • When this happens in Zendesk... List Groups
    Do this in Procore Create Budget Change
  • When this happens in Zendesk... New Action on Ticket
    Do this in Procore Create Budget Line Item
  • When this happens in Zendesk... New Admin
    Do this in Procore Create Call Log
  • When this happens in Zendesk... New Agent
    Do this in Procore Create Catalog Item

SyncMatrix Experts

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