Skills Development Procore Submittal Workflow Automation

Procore Submittal Workflow Automation

v20260423
procore-core-workflow-b
This skill automates the critical submittal workflow within the Procore construction management platform. Users can programmatically create new submittals, defining necessary specifications, assigning reviewers, and setting due dates. It further supports updating the submittal status (e.g., approving or rejecting) and listing filtered results, ensuring systematic tracking and smooth management of the entire project review cycle.
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Overview

Procore Core Workflow B

Overview

Build a submittal workflow: create submittals, assign reviewers, track approvals, and manage the review cycle.

Prerequisites

  • Completed procore-core-workflow-a (RFIs)

Instructions

Step 1: Create Submittal

submittal = requests.post(
    f"{BASE}/projects/{project_id}/submittals",
    headers={**headers, "Content-Type": "application/json"},
    json={
        "submittal": {
            "title": "Concrete mix design — Foundation",
            "specification_section": "03 30 00",
            "description": "Concrete mix design for foundation pour, 4000 PSI.",
            "received_from_id": 33333,  # Subcontractor
            "approver_id": 44444,        # Project engineer
            "due_date": "2026-04-20",
        }
    },
)
submittal_id = submittal.json()["id"]
print(f"Submittal #{submittal.json()['number']} created")

Step 2: Update Submittal Status

# Approve the submittal
requests.patch(
    f"{BASE}/projects/{project_id}/submittals/{submittal_id}",
    headers={**headers, "Content-Type": "application/json"},
    json={"submittal": {"status_id": 2}},  # 2 = Approved
)

Step 3: List Submittals with Filters

# Get all pending submittals
pending = requests.get(
    f"{BASE}/projects/{project_id}/submittals",
    headers=headers,
    params={"filters[status_id]": 1},  # 1 = Open/Pending
)
for s in pending.json():
    print(f"  #{s['number']}: {s['title']} — Due: {s['due_date']}")

Output

  • Submittals created with specification sections
  • Review workflow with approve/reject
  • Filtered submittal listing

Error Handling

Error Cause Solution
422 Missing approver Required field Set approver_id
403 Cannot approve Not the approver Only assigned approver can approve

Resources

Next Steps

Handle events: procore-webhooks-events

Info
Category Development
Name procore-core-workflow-b
Version v20260423
Size 2.55KB
Updated At 2026-04-28
Language