POST /rest/v2.0/companies/{company_id}/projects/{project_id}/workflows/instances

Creates a new workflow instance for a given project. The template_id and preset_id options can be used to specify a specific template. If neither are specified, the default preset will be used. If both are specified, the preset_id will be used.

Servers

Path parameters

Name Type Required Description
project_id String Yes

Unique identifier for the project.

company_id String Yes

Unique identifier for the company.

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Procore-Company-Id Integer Yes

Unique company identifier associated with the Procore User Account.

Request body fields

Name Type Required Description
tool_type String Yes

The type of tool for the workflow instance.

tool_subtype String No

The subtype of the tool. Required when tool_type is 'correspondence'.

item_id String Yes

The ID of the item to associate with the workflow instance.

preset_id String No

Optional. Specific preset ID to use for the workflow instance. Takes precedence over template_id if both are provided.

template_id String No

Optional. Specific template ID to use for the workflow instance.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.