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Frequently Asked Questions about Procore + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Procore and Trello
What is required to integrate Procore with Trello?
To integrate Procore with Trello, you would start by using our platform where you can create a 'Zap.' You'll need active accounts on both Procore and Trello, and access to our integration service. Once set up, selection of specific triggers from Procore (like project updates) and corresponding actions in Trello (such as card creation) will be essential.
Can I create a Trello card every time a new project is added in Procore?
Yes, by setting up a trigger in our system for when a new project is created in Procore, you can automate the creation of a new Trello card. You just need to configure this action when setting up your integration through our platform.
Is it possible to update a Trello card when there are changes made in Procore?
Absolutely, you can set triggers for specific updates in Procore such as status changes or comment additions, and use these triggers to update corresponding info on an existing Trello card automatically.
How do I ensure only specific data from Procore is sent to my Trello board?
During the setup of your integration through our platform, you'll have options to specify filters that manage which data from Procore gets sent over. These filters help ensure that only relevant updates trigger actions such as creating or updating cards on your Trello board.
Can I receive notifications in Trello for deadlines approaching in Procore projects?
Yes, you can configure our system to monitor your project timelines in Procore. By creating an appropriate trigger for upcoming deadlines, we can send notifications directly into your designated Trello board as reminders.
What types of user permissions are necessary for integrating these two platforms?
You'll need sufficient permissions on both platforms: ability to access project details and updates within Procore and permission to manage boards or cards within Trello. These are crucial for executing desired trigger-action workflows using our integration tool.
Are there any limits on how many projects can be managed with the integration between Procore and Trello?
There might be usage limits depending on your subscription plan with us, but generally speaking, you should be able to handle numerous projects efficiently as long as each project has defined triggers and actions set up properly within the scope allowed by both platforms.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.