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Question

Unable to set up company-wide alerts in Procore for specific tasks via Zapier.

  • 23 January 2024
  • 1 reply
  • 21 views

I am trying to setup email notifications when certain tasks are completed across all Procore projects in our organization. The problem is when I create my trigger event I must select a specific project. Since we are a contractor our job list is always changing so I need some way to set a company wide alert system when say a Transmittal is completed, or any Transmittal created by “John Smith” is completed it notifies our Accounts Payable department. 

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1 reply

Userlevel 7
Badge +14

Hi @Steve Ram Mechanical 

You may want to try reaching out to Procore Support for guidance and help about how to configure.

It may involve configuring Webhooks in their platform.

https://developers.procore.com/documentation/webhooks

 

Zap trigger: Webhook - Catch Hook

Each Zap with this trigger will generate a unique webhook URL.