1.Detects new project created
Integrate Procore and project data tools to capture project fields for estimating, mapping project name and address into automation.
Create bid and pre-bid calendar events from new projects
Automatically watch for new project created events in Procore across Procore and Zapier Tables. Create estimating records and calendar events for bid and pre-bid dates so your team can invite the right estimator and track bids without manual coordination.
How this automation schedules bid events for the team
When new projects enter estimating without calendar setup, bid timelines slip and invites get missed. This automation captures project fields and filters qualifying work, then creates estimating records, finds estimator contacts, and schedules Outlook bid and pre-bid events—so your team can respond on time.
Procoreor swap with your favorite app
2.Filters for estimating bids
Integrate Filter by Zapier and workflow rules to continue only when stage qualifies and the bid enabled flag is set.
Filter von Zapieror swap with your favorite app
3.Creates estimating table record
Integrate Zapier Tables and data mapping tools to create a record in your estimating table for bid tracking.
Zapier Tablesor swap with your favorite app
4.Finds matching estimator contact
Integrate Zapier Tables and directory lookup tools to find estimator emails by project region or program.
5.Parses and normalizes bid dates
Integrate Formatter by Zapier and date formatting tools to parse configured bid and pre-bid date strings.
Formatter von Zapieror swap with your favorite app
6.Creates bid calendar event
Integrate Microsoft Outlook and calendar event tools to create events with attendees, dates, and project details for bid planning.
Microsoft Outlookor swap with your favorite app
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Accelerate project bid response with automated bid intake, deadline tracking, and proposal routing
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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