Procore and Tableau 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.

Create Project

Creates a project on the specified site. You can also create project hierarchies by creating a project under the specified parent project on the site.

Download PDF

Downloads images of the sheets of a workbook as a PDF file.

Query Projects

Returns a list of projects on the specified site.

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.

Popular App Usecases

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What can Ayudo do with Procore and Tableau?

The Procore and Tableau integration empowers construction teams to visualize and analyze project data effortlessly. By syncing Procore’s comprehensive construction management platform with Tableau’s advanced data visualization tools, users can create dynamic dashboards, track key performance indicators, and make data-driven decisions that enhance project efficiency and outcomes.

Frequently asked questions

What data from Procore can be visualized in Tableau?

You can visualize a wide range of Procore data in Tableau, including project budgets, schedules, RFIs, submittals, change orders, and labor productivity metrics, enabling comprehensive project analysis.

How does the integration between Procore and Tableau work?

The integration connects Procore’s API with Tableau’s data connectors, allowing automatic data synchronization. This ensures your Tableau dashboards reflect real-time or scheduled updates from your Procore projects.

Is technical expertise required to set up the integration?

No advanced technical skills are necessary. The integration features a user-friendly setup process with guided steps, but access to Procore API credentials and Tableau is required.

Can I customize the dashboards in Tableau using Procore data?

Absolutely. Tableau’s flexible visualization tools let you tailor dashboards to your specific project needs, combining Procore data with other sources for holistic insights.

Does this integration improve project decision-making?

Yes, by providing real-time, visual insights into project performance, the integration helps stakeholders identify risks early, optimize resource allocation, and drive better project outcomes.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Tableau?

Frequently asked questions

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