How to Integrate Procore with monday.com (Step-by-Step Guide)

Why Integrate Procore with monday.com?

Procore is where construction records live: RFIs, Punch Items, Inspections, Submittals. monday.com is where a lot of the surrounding coordination happens. When the two are not connected, you get:

• New RFIs that nobody outside the project team sees until someone asks
• Punch Items tracked in a spreadsheet alongside the ones in Procore
• Status meetings that start with a manual export
• Stakeholders given Procore seats purely so they can read four fields

With an integration, you can:

• Surface Procore activity on the boards your wider team already works in
• Trigger monday.com automations whenever a new construction record is created
• Report across projects using monday.com dashboards, without pulling anyone into Procore
• Keep Procore as the system of record while visibility travels outward

Integration Methods (Compared)

Procore is a clear case, because there are only really three routes:

Every other route between Procore and monday.com goes through a general-purpose automation tool. That is the practical difference: with a native app there is no third platform sitting between your jobsite records and your boards.

What You Can Sync

Four Procore record types can trigger a monday.com automation. Each one creates an item on the board you choose:

The flow runs from Procore into monday.com. Procore stays the system of record for construction data, and monday.com becomes the place where everyone else can see and act on it.

Step-by-Step: Connect Procore to monday.com

You need a monday.com account and a Procore account. The whole setup takes about ten minutes.

1Install the Integration App

1. Go to the monday.com Marketplace
2. Search for “Procore Integration”
3. Install the app

2Authorize monday.com

After installing, you land on the Admin UI. Click Authorize monday to open the authorization pop-up, confirm, and you are returned to the Admin UI.

3Connect Your Procore Account

Click Connect Procore to open the Procore authorization page. Once you approve access, you are redirected back to the Admin UI, where you can see your connections, plan usage, and automation operations history.

4Add a Procore Trigger

Start a new workflow and search the Triggers section for Procore. Pick the record type you want to watch — for example, when a new RFI is created. No extra configuration is needed on the trigger itself.

5Add an Action

Search the Actions section for the action you want — commonly “Create item” — then choose the board it should write to.

6Map Fields Between Platforms

Set your board up first. Procore values currently map into monday.com text columns only. Add a text column for each Procore field you want to bring across before you configure the action.

Map your board columns to Procore fields. These values populate each item the automation creates.
Example mappings for an RFI board:

Procore Field	monday.com Column
RFI subject	Name column
RFI number	Text column
Project	Text column
Status	Text column
Due date	Text column

When the mapping is done, click Publish workflow to activate it.

7Test the Integration

1. Create a test RFI or Punch Item in a Procore sandbox project
2. Confirm the item appears on your monday.com board
3. Check that each mapped column holds the value you expect

Run this against a test board before pointing the automation at a live job.

Building the Same Automation From a Board

Workflows are not the only route. You can build the same thing from a board’s Automations section, which is often more convenient when the automation only ever concerns that one board. Open Automate on the board, create an automation from scratch, then add the Procore trigger and action.

The field mapping works exactly as it does in a workflow, text columns included. Click Create automation when you are done. The full walkthrough of both routes is in the Procore Integration setup guide.

Common Use Cases

Because each new record is an ordinary monday.com item, everything downstream is ordinary monday.com too: dashboards combining several Procore projects, notifications to a superintendent, escalation when an item sits too long, or weekly reporting to an owner who will never log into Procore.

Why Not Just Use Zapier?

Zapier and Make can both connect Procore to monday.com, and for a handful of records a month they work fine. The trade-offs show up as jobsite volume grows:

• Pricing is task-based, and every RFI and Punch Item is a task
• You maintain and pay for a third platform
• Project records travel through an extra system
• Debugging spans three tools instead of one

Because Procore Integration runs inside monday.com, the automation is configured in the same place as the rest of your board automations, and there is no per-task meter on it.

Best Practices

To get the most out of your Procore–monday.com integration:

• Start with one record type, usually RFIs, and add the others once it runs cleanly
• Create the text columns on your board before configuring the action
• Keep a dedicated construction board rather than mixing Procore items into delivery boards
• Include the Procore project name in the mapping if one board serves several projects
• Test on a sandbox board before automating a live job

Frequently Asked Questions

Final Thoughts

Pick the record type your team currently chases hardest — for most contractors that is RFIs — and automate that one first. Get it landing correctly on a test board, then add Punch Items, Inspections, and Submittals one at a time.

Explore More monday.com Integration Guides

Need to connect other tools with monday.com? Check out our related guides: