Adding customer company fields from HubSpot to Procore bid board

Hi ​@Brbell2 

For us to have more info about what you are referring to post screenshots showing how your Zap steps are outlined so we can see which app events you are using for the trigger and actions.

attached is a test sending the data from hubspot to procore for bid board creation.

I’ve highlighted the fields that are not available to be pulled into procores bid board creation

Office: automate to “T Rock Construction”

Customer Company: Pull the Client data from hubspot into procore Customer Company field

one other small issue is, When setting the “status” on the zap it shows the wrong naming conventions in procore. looks like its using the old default naming conventions. for example on zapier “status” within the procore zap its set at “estimating” but puts the project into “service - estimating”

heres the screen grab of the zap “status” 

​@Brbell2 

Your screenshots do not show how your Zap steps are outlined, so we can’t tell which order of steps you are trying to take and with which app event as the trigger and actions.

does this help?

I essentially need the client from hubspot to pull into the procore bid board when it is created with zapier however i do not see the field for customer company or office within the zap. can data fields be added??

​@Brbell2 

Customer Company is related to the Customer object in Procore, so that would likely need another Zap step to find/create the Customer.

what are the steps to do this specifically

​@Brbell2 

You can review the list of available Procore Zap app triggers/actions here: https://zapier.com/apps/procore/integrations#triggers-and-actions

To add another Zap step you can click the + button before/after a Zap action step.

CONTEXT

• Office → linked to the Office object in the Company Directory (represents one of your company’s physical or regional offices).

• Customer Company → linked to the Company object in the Directory (represents the customer’s business or organization record).

maybe im not understanding but i just want to add a client to the bid board during the bid board creation… is there a custom zap we need to create?

​@Brbell2 

NOTE: Most Zap app integrations are created and managed by the app developer (not Zapier) using the Zapier Developer Platform.

• You can try reaching out to Procore Support for help with their app.
• You can try reaching out to Zapier Support for help: https://zapier.com/app/get-help

If the desired fields are not available in the Procore Zap action, then things to check/try:

• check if there is a different Procore Zap action to use that has those fields available
• try asking ChatGPT for feedback and guidance
  • see feedback below
• explore using the Procore API via one of these options
  • Custom Action
    • If available
    • https://help.zapier.com/hc/en-us/articles/16276574838925-Custom-Actions-in-Zapier
  • API Request action
    • If available
    • https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action
  • Webhooks Zap app
    • https://zapier.com/apps/webhook/integrations#help

If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

If the Procore Zap action doesn’t expose that field:

• You’ll need to add a Procore API call step after “Create Bid Board Project” using Zapier’s “Webhooks by Zapier” action.

• That API request would PATCH the project and set the customer_company_id to the correct Procore Company ID.

Example endpoint:

PATCH https://api.procore.com/rest/v1.0/projects/{project_id}
{
  "customer_company_id": 12345
}

Hi ​@Brbell2 👋

Do you still need help with this? 

I had a look at the available Procore action steps, and it seems that “Company” is a field in the Create Bid Board Project, so you should be able to link the company with the project. Can you let me know what happens when you try to send information there? 

I also noticed that there’s a step to “Create Company Contact” that may be useful if you want to send specific customer information to the company in Procore. 

Let us know how it goes 😊

 Hey ​@Brbell2,

I don’t think it’s possible to do it through native Zapier actions. You can put in a feature request by contacting the Zapier support here- https://zapier.com/app/get-help.

I don’t think it’s possible through the API as well. From what I understand you want to create/ update a bid board project rather than a simple project. 

As you can see it doesn’t expose the field Office and Customer company that you want to update. So it might be a limitation on the Procore API side and you can only do it right now through their UI. Hope it helps!