Procore and Tableau Integration

Explore Triggers and Actions

New Change Order Package Event (Instant)

Trigger new event when a new change order package event is created.

New Commitment Change Order Event (Instant)

Trigger new event when a new commitment change order event is created.

New Event (Instant)

Trigger new event depending on the resource name selected.

New Prime Contract Event (Instant)

Trigger new event when a new prime contract event is created.

New RFI Event (Instant)

Trigger new event when a new RFI event is created.

New Purchase Order Event (Instant)

Trigger new event when a new purchase order event is created.

New Submittal Event (Instant)

Trigger new event when a new submittal event is created.

New Timecard Entry Event (Instant)

Trigger new event when a new timecard entry 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.

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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