Integrate the Procore API with the Salesforce API

Setup the Procore API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Procore and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Procore with Salesforce#

Add Contact to Campaign with Salesforce API on Budget Snapshot Event (Instant) from Procore API

Procore + Salesforce

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Add Contact to Campaign with Salesforce API on Commitment Change Order Event (Instant) from Procore API

Procore + Salesforce

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Add Contact to Campaign with Salesforce API on New Event (Instant) from Procore API

Procore + Salesforce

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Add Contact to Campaign with Salesforce API on Prime Contract Change Order Event (Instant) from Procore API

Procore + Salesforce

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Add Contact to Campaign with Salesforce API on Prime Contract Event(Instant) from Procore API

Procore + Salesforce

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Popular Procore and Salesforce Triggers#

Budget Snapshot Event (Instant) from the Procore API

Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.

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Commitment Change Order Event (Instant) from the Procore API

Emits an event each time a Commitment Change Order is created, updated, or deleted in a project.

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New Event (Instant) from the Procore API

Emits an event for each webhook notification.

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Prime Contract Change Order Event (Instant) from the Procore API

Emits an event each time a Prime Contract Change Order is created, updated, or deleted in a project.

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Prime Contract Event(Instant) from the Procore API

Emits an event each time a Prime Contract is created, updated, or deleted in a project.

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Popular Procore and Salesforce Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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Overview of Procore#

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Connect Procore#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    procore: {
      type: "app",
      app: "procore",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.procore.com/rest/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.procore.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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