An automated workflow using zapier
Connects Procore + Slack
Send Slack channel message when new RFI's are created
About this workflow template
This automation scenario allows you to connect Procore and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Procore and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Procore
New RFI in Procore
Triggers when a new RFI is added.
Then this action happens in Slack
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Slack channel message when new RFI's are created.
Part I
Configure Applications
First, we need to connect Procore and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Procore to Zapier.
Give Zapier access to your Procore account, using Procore credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Procore
Choose the following trigger: New RFI (Triggers when a new RFI is added.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Procore and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack channel message when new RFI's are created!
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Create document
Creates a new document.
actionbyzapierCreate rfi
Creates a new RFI.
actionbyzapierUpdate project meeting
Updates a project meeting.
actionbyzapierCreate a call log
Creates a new call log.
actionbyzapierintegromatCreate change event
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Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
