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Connect Formatting to Procore

Automate workflows and sync data between Formatting and Procore with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Formatting & Procore?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Formatting and Procore perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Formatting and Procore for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

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Formatting

Actions (22)

[Data] Convert JSON to String

Convert an object to a JSON format string

[Data] Parse JSON

Parse a JSON string

[Date/Time] Add/Subtract Time

Add or subtract time from a given input

[Date/Time] Compare Dates

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

[Date/Time] Format

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

[Numbers] Format Currency

Format a number as a currency

[Numbers] Format Number

Format a number to a new style. Does not perform any rounding or padding of the number.

[Text] Convert HTML to Markdown

Convert valid HTML to Markdown text

[Text] Convert HTML to text

Convert valid HTML to text

[Text] Convert Markdown to HTML

Convert Markdown text to HTML

[Text] Decode URL

Decode a URL string

[Text] Encode URL

Encode a string as a URL

[Text] Extract by Regular Expression

Find a match for a regular expression pattern. Returns all matched groups with start and end position.

[Text] Extract Email Address

Find an email address out of a text field. Finds the first email address only.

[Text] Extract Number

Find a number out of a text field. Finds the first number only.

[Text] Extract Phone Number

Find a complete phone number out of a text field. Finds the first number only.

[Text] Extract URL

Find a web URL out of a text field. Finds the first URL only.

[Text] Replace Text

Replace all instances of any character, word or phrase in the text with another character, word or phrase.

[Text] Set Default Value

Return a default value if the text is empty

[Text] Split Text

Split the text on a character or word and return one or all segments

[Text] Transform Case

Transform case for a text input

[Text] Trim Whitespace

Removes leading and trailing whitespace

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Procore

Triggers (12)

Budget Snapshot Event (Instant)

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

webhook
Commitment Change Order Event (Instant)

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

webhook
New Budget Snapshot Event (Instant)

Emit new event when a new budget snapshot event is created. See the documentation.

webhook
New Change Order Package Event (Instant)

Emit new event when a new change order package event is created. See the documentation.

webhook
New Commitment Change Order Event (Instant)

Emit new event when a new commitment change order event is created. See the documentation.

webhook
New Event (Instant)

Emits an event for each webhook notification.

webhook
New Event (Instant)

Emit new event depending on the resource name selected. See the documentation.

webhook
New Prime Contract Event (Instant)

Emit new event when a new prime contract event is created. See the documentation.

webhook
New Purchase Order Event (Instant)

Emit new event when a new purchase order event is created. See the documentation.

webhook
New RFI Event (Instant)

Emit new event when a new RFI event is created. See the documentation.

webhook
New Submittal Event (Instant)

Emit new event when a new submittal event is created. See the documentation.

webhook
New Timecard Entry Event (Instant)

Emit new event when a new timecard entry is created. See the documentation.

webhook

Actions (6)

Create Incident

Create a new incident. See the documentation.

Create Manpower Log

Create a new manpower log. See the documentation.

Create RFI

Create a new RFI. See the documentation.

Create Submittal

Create a new submittal. See the documentation.

Create Timesheet

Create a new timesheet. See the documentation.

List Company ID Options

Retrieves available options for the Company ID field.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Procore trigger → Update Formatting

Bi-directional
ProcoreProcore

Budget Snapshot Event (Instant)

FormattingFormatting

[Data] Convert JSON to String

How It Works

1

Connect Apps

Authenticate your Formatting and Procore accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Formatting and Procore with 12 public triggers available for instant updates.

Automated Actions

Execute 28 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Formatting and Procore in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Formatting and Procore with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Procore to Formatting for bidirectional automation

View Integration
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All Formatting Integrations

Explore all available Formatting connections

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All Procore Integrations

Explore all available Procore connections

View All Integrations

Ready to Connect Formatting & Procore?

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