Procore
OpenPhone

Procore and Openphone Integration

Seamlessly connect your Procore construction management with OpenPhone’s smart business phone system for streamlined communication and project efficiency.

Explore Triggers and Actions

Budget Snapshot Event (Instant)
Triggers an event each time a Budget Snapshot is created, updated, or deleted in a project.
Commitment Change Order Event (Instant)
Triggers an event each time a Commitment Change Order is created, updated, or deleted in a project.
New Event (Instant)
Triggers an event for each webhook notification.
Prime Contract Change Order Event (Instant)
Triggers an event each time a Prime Contract Change Order is created, updated, or deleted in a project.
Purchase Order Event (Instant)
Triggers an event each time a Purchase Order is created, updated, or deleted in a project.
RFI Event (Instant)
Triggers an event each time a RFI is created, updated, or deleted in a project.
Prime Contract Event(Instant)
Triggers an event each time a Prime Contract is created, updated, or deleted in a project.
Submittal Event (Instant)
Triggers an event each time a Submittal is created, updated, or deleted in a project.
New Budget Snapshot Event (Instant)
Trigger new event when a new budget snapshot event is created.
List Phone Numbers
Retrieve the list of phone numbers and users associated with your OpenPhone workspace.
Create Contact
Create a new contact in OpenPhone.
Send a Text Message
Send a text message from your OpenPhone number to a recipient.
Update Contact
Update an existing contact on OpenPhone.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Procore and Openphone?

The Procore and OpenPhone integration empowers construction teams to manage calls, texts, and contacts directly within Procore’s platform. By syncing communication data with project workflows, teams can enhance collaboration, reduce missed calls, and keep all project-related conversations organized and accessible. This integration ensures your communication tools work hand-in-hand with your project management software, saving time and improving accountability on every job site.

Connect
Procore
and
OpenPhone
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Procore and OpenPhone integration provide?

This integration centralizes communication by allowing users to make and receive calls and texts within Procore, link conversations to specific projects, and maintain a unified contact list. It improves team responsiveness and keeps all project communications organized in one place.

How do I set up the integration between Procore and OpenPhone?

To set up the integration, you need admin access to both Procore and OpenPhone. From your OpenPhone dashboard, navigate to the integrations section, select Procore, and follow the prompts to authorize and sync your accounts. Detailed setup instructions are available in the support documentation.

Can I track communication history related to specific projects?

Yes, all calls and messages made through OpenPhone within Procore are automatically linked to their respective projects. This allows you to review communication history and maintain clear records tied to each job site or client.

Is there a cost associated with using this integration?

The integration itself is included with your OpenPhone subscription, but standard subscription fees for both Procore and OpenPhone apply. Check with your account representatives for detailed pricing information.

Does this integration support mobile and desktop use?

Absolutely. The integration works seamlessly across OpenPhone’s mobile and desktop apps, allowing your team to stay connected and manage project communications anytime, anywhere.

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