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 |
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:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Procore in the list of available integrations
Scroll to the Available integrations section and locate Procore.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: 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 5: Complete the set up
You've successfully connected your Procore account. Click Continue to complete the setup and start using the connector.