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Question

Procore Zap not showing all required fields or allowing team member additions

  • February 2, 2024
  • 1 reply
  • 42 views

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Has anyone had any luck to creating projects in Procore without having to go into Procore to complete the rest of the fields.  When I set up a zap to create a project in procore when a cognito form is submitted, not all the required fields show up.  I’m missing Total Value and Department.  Also, there’s no place to add the Project team members, which means I’m the only one who can see it in Procore until I go into Procore and add them. Any tricks to get around this or is the automation to create a project not really automated?

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 2, 2024

Hi @Kim_M 

Often use of the app’s API has to be explore as a solution: https://developers.procore.com/documentation/introduction