Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Procore to Sana to manage construction project data. Create RFIs, submittals, incidents, timesheets, and manpower logs directly from Sana.

In summary, the connector has the following key characteristics:

Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Create RFIs

Create submittals

Log incidents

Track timesheets

Log manpower

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Procore. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create incident

Create manpower log

Create rfi

Create submittal

Create timesheet

List company id options

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Procore.

Trigger

Budget Snapshot Event (Instant)

Commitment Change Order Event (Instant)

New Budget Snapshot Event (Instant)

New Change Order Package Event (Instant)

New Commitment Change Order Event (Instant)

New Event (Instant)

New Prime Contract Event (Instant)

New Purchase Order Event (Instant)

New RFI Event (Instant)

New Submittal Event (Instant)

New Timecard Entry Event (Instant)

Prime Contract Change Order Event (Instant)

Prime Contract Event(Instant)

Purchase Order Event (Instant)

RFI Event (Instant)

Submittal Event (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Procore in the list of available connectors

Scroll to the Available connectors section and locate Procore.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Procore card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Procore and approve the requested scopes

You'll be redirected to Procore to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Procore account. Click Continue to complete the setup and start using the connector.