Procore
Manage accessible Procore construction projects and records.
Connectors
Choose the connector that matches your authentication method. The options below use the names shown in StackAI.
Procore
OAuth sign-in
Procore
Connect a workspace Procore OAuth app to manage accessible construction records.
Set up in Procore
Use a Procore account with access to the records and operations that your workflow needs.
If your organization restricts application access or user consent, have its administrator approve the connection before you sign in.
Set up in StackAI
Open Settings → Connections, add a connection, and select Procore.
Select Connect, sign in to the provider account, and review the requested access. Complete authorization to return to StackAI.
Save the connection and check its connection status. Select this saved connection when configuring an action or feature that uses it.
StackAI obtains the OAuth credentials during sign-in. You do not need to paste an access token or refresh token.
Verify the connection
Check that the connection is healthy. Then run a read operation against a resource the connected account can access. A successful connection check confirms authentication; it does not guarantee permission for every action.
If access is denied, check the credential or OAuth permissions, the selected account or environment, and access to the specific resource. Update expired credentials or reconnect after permissions change.
Use an action
Add the required Procore action to the workflow.
Select a connection when the action requests one.
Complete the required fields. Use the reference picker when a value comes from another workflow step.
Run the workflow and inspect the action’s output. Check the result before using it in a later step.
Actions
List Companies
List the Procore companies available to the connected account.
Inputs
Include free companies
boolean
No
Include free Procore company accounts in the results. Default: false.
Maximum results
integer
No
Maximum number of companies to return before exposing a continuation page. Minimum: 1. Maximum: 2000. Default: 100.
Start page
integer
No
One-based Procore page at which to start. Minimum: 1. Default: 1.
Outputs
Companies
object_array
Companies available to the connected Procore account.
Next page
integer
Page number to use when more companies may be available.
List Projects
List accessible projects for a Procore company.
Inputs
Company
select (integer)
Yes
Company whose accessible projects should be listed. Options load from the selected connection. Minimum: 1.
Project status
select (string)
No
Limit projects by active status. Available values: All, Active, Inactive. Default: Active.
Project name
string
No
Return projects whose names match this text.
Project number
string
No
Return projects matching a project number.
Maximum results
integer
No
Maximum number of projects to return before exposing a continuation page. Minimum: 1. Maximum: 300. Default: 100.
Start page
integer
No
One-based Procore page at which to start. Minimum: 1. Default: 1.
Outputs
Projects
object_array
Accessible projects with their IDs and names.
Next page
integer
Pass this as Start page to continue, if present.
Create RFI
Create a request for information in a Procore project.
Inputs
Company
select (integer)
Yes
Company that owns the target project. Options load from the selected connection.
Project
select (integer)
Yes
Project in which to create the RFI. Options load from the selected connection.
Subject
string
Yes
Short title that identifies the RFI.
Question
textarea
Yes
Detailed question the project team must answer.
RFI manager
select (integer)
Yes
Eligible project user who will manage the RFI. Options load from the selected connection.
Save as draft
boolean
No
Save the RFI as a draft instead of opening it immediately. Default: true.
Reference
string
No
Optional drawing, specification, or schedule reference.
Due date
date
No
Optional date by which the RFI should be answered.
Private RFI
boolean
No
Restrict the RFI to users allowed to view private records. Default: false.
Outputs
RFI
object
The full RFI object returned by Procore.
RFI ID
integer
Procore ID of the created RFI when returned.
RFI number
string
Project RFI number when returned.
Status
string
RFI status when returned.
Upload Project Document
Upload a document from a secure URL to a Procore project's Documents tool.
Inputs
Company
select (integer)
Yes
Company that owns the target project. Options load from the selected connection.
Project
select (integer)
Yes
Project whose Documents tool will receive the file. Options load from the selected connection.
Document URL
string
Yes
Secure HTTPS URL from which StackAI can download the document.
File name
string
Yes
Name and extension to store in Procore.
Destination folder
select (integer)
No
Optional Documents folder; leave empty to upload to the project root. Options load from the selected connection.
Description
textarea
No
Optional description stored with the document.
Content type
string
No
Media type Procore should record for the document. Default: application/octet-stream.
Rename if name is taken
boolean
No
Automatically choose a unique name when the destination already contains this filename. Default: true.
Outputs
Document ID
integer
Procore ID of the uploaded document when returned.
Document name
string
Stored document name when returned by Procore.
Parent folder ID
integer
Documents folder that contains the uploaded document.
Size
integer
Document size in bytes when Procore returns it.
Create Observation
Create a field observation or deficiency in a Procore project.
Inputs
Company
select (integer)
Yes
Company that owns the target project. Options load from the selected connection.
Project
select (integer)
Yes
Project in which to create the observation. Options load from the selected connection.
Observation name
string
Yes
Short title describing the observed condition.
Observation type
select (integer)
Yes
Project-configured category and type for the observation. Options load from the selected connection.
Description
textarea
No
Detailed factual description of the observed condition.
Assignee
select (integer)
No
Optional eligible project user responsible for the observation. Options load from the selected connection.
Due date
date
No
Optional date by which the observation should be addressed.
Priority
select (string)
No
Optional Procore priority for the observation. Available values: Low, Medium, High, Urgent.
Outputs
Observation
object
The observation created in Procore.
Observation ID
integer
Procore ID of the created observation when returned.
Observation number
string
Project observation number when returned.
Notification pending
boolean
Whether Procore still needs a separate notification step.
List Submittals
List and search submittals in a Procore project.
Inputs
Company
select (integer)
Yes
Company that owns the target project. Options load from the selected connection.
Project
select (integer)
Yes
Project whose submittals should be listed. Options load from the selected connection.
Search
string
No
Search submittals by Procore's supported text matching.
Current revisions only
boolean
No
Return only each submittal's current revision. Default: true.
Maximum results
integer
No
Maximum number of submittals to return before exposing a continuation page. Minimum: 1. Maximum: 100. Default: 100.
Start page
integer
No
One-based Procore page at which to start. Minimum: 1. Default: 1.
Outputs
Submittals
object_array
Visible submittals with their key tracking details.
Next page
integer
Page number to use when more submittals may be available.
Triggers
A trigger starts a workflow when its configured event occurs. Configure the event and filters before enabling the trigger.
Project Record Event
Run when a selected Procore project resource is created, updated, or deleted. Each subscription registers a unique Authorization secret and verifies it before processing the v4.0 delivery.
StackAI registers this webhook with Procore when the trigger is enabled. Keep the connected account installed in the selected company and grant Webhooks API Standard permission at both the company and project levels.
Configuration
Company
select (integer)
Yes
Company that owns the project to monitor. Options load from the selected connection. Minimum: 1.
Project
select (integer)
Yes
Project whose events should start the workflow. Options load from the selected connection. Minimum: 1.
Resource
select (string)
Yes
Project resource to monitor. Options load from the selected connection.
Event
select (string)
Yes
Change to the selected resource that starts the workflow. Options load from the selected connection.
Event inputs
Event ID
string
Yes
Provider event identifier used to suppress duplicate deliveries.
Event timestamp
string
Yes
ISO-8601 timestamp at which Procore emitted the event.
Reason
string
Yes
Change reason reported by Procore.
Company ID
string
Yes
Company associated with the event.
Project ID
string
Yes
Project associated with the event.
User ID
string
No
User associated with the event when Procore supplies one.
Resource type
string
Yes
Type of Procore resource that changed.
Resource ID
string
Yes
Provider identifier of the resource that changed.
Outputs
Event ID
string
Provider event identifier.
Event timestamp
string
Event ISO-8601 timestamp.
Reason
string
Procore change reason.
Company ID
string
Event company identifier.
Project ID
string
Event project identifier.
User ID
string
Event user identifier when supplied.
Resource type
string
Changed resource type.
Resource ID
string
Changed resource identifier.
Important behavior
If an operation is denied, check the connection’s granted permissions and the account’s access in the provider. Reauthorize the connection when it needs additional permissions.
Actions that create, update, send, or delete data can change the connected service. Review their inputs before running them. A retry can repeat an operation; consider this when configuring retries for actions that change data.
The catalog lists the fields and capabilities available in the supplied provider definition. Availability can also depend on your deployment and organization’s Feature Access settings.
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