Procore + UpKeep + Filter by Zapier

Create documents in Procore from newly-closed work orders in UpKeep

Need a quick and easy way to convert your closed work orders for further management? Once this Zap is active, new documents are automatically created in Procore from each closed work order in UpKeep.

Need a quick and easy way to convert your closed work orders for further management? Once this Zap is active, new documents are automatically created in Procore from each closed work order in UpKeep.

  1. When this happens...
    UpKeepUpKeep
    Work Order Status Change

    Triggers when a status changes on a work order.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    ProcoreProcore
    Create Document

    Creates a new document.

    ActionWrite
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Supported triggers and actions

  • UpKeep triggers, actions, and search

    New Purchase Order

    Triggers when a new purchase order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    New Work Order

    Triggers when a new work order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Request Approved

    Triggers when a request is approved.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Category Change

    Triggers when category changes on a work order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    New Request

    Triggers when a new request is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Purchase Order Status Change

    Triggers when a status changes on a purchase order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Status Change

    Triggers when a status changes on a work order.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Category

    • Due Date

    • Vendor

    • Description

    • Part ID

    • Part Quantity

    • Tax

    • Shipping Cost

    • Other Cost

    • Company Name

    • Company Slogan

    • Company Street

    • Company Zipcode

    • Company City

    • Company State

    • Company Phone

    • Company Fax

    • Shipping Name

    • Shipping Company

    • Shipping Street

    • Shipping City

    • Shipping State

    • Shipping Zipcode

    • Shipping Phone

    • Shipping Fax

    • Purchase Order Date

    • Requisitioner

    • Shipping Method

    • F.O.B. Shipping Point

    • Terms

    • Notes

    Action
    Write
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About Procore

Procore is a construction project management platform built in the cloud.

Related categories

  • Project Management
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upkeep logo

About UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.
Learn more

Related categories

  • Project Management
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier