Procore and Smartsheet Integration

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.

New Sheet From Template

Creates a new sheet from a template.

Add Row to Sheet

Adds a row to a sheet.

Update Row

Updates a row in a sheet.

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.

What can Ayudo do with Procore and Smartsheet?

The Procore and Smartsheet integration empowers construction teams to synchronize project data effortlessly. By linking Procore’s robust construction management capabilities with Smartsheet’s flexible work execution platform, teams can automate workflows, improve visibility, and ensure real-time updates across both systems. This integration reduces manual data entry, minimizes errors, and accelerates project delivery by keeping all stakeholders aligned and informed.

Frequently asked questions

What benefits does the Procore and Smartsheet integration provide?

This integration enables real-time data synchronization between Procore and Smartsheet, improving collaboration, reducing manual data entry, and providing a unified view of project progress and documentation.

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

You can set up the integration by connecting your Procore and Smartsheet accounts through the integration platform or connector. Follow the guided setup to map fields and configure workflows tailored to your project needs.

Can I customize which data syncs between Procore and Smartsheet?

Yes, the integration allows you to customize data synchronization settings, including which project details, tasks, and documents are shared between Procore and Smartsheet to fit your team's workflow.

Is my project data secure when using the integration?

Absolutely. The integration uses industry-standard encryption and adheres to strict security protocols to ensure your project data remains safe and confidential at all times.

Does the integration support real-time updates?

Yes, the integration supports real-time or near-real-time updates, ensuring that changes made in either Procore or Smartsheet are reflected promptly across both platforms.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Smartsheet?

Frequently asked questions

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