Create A Workflow Instance (Project)
create_a_workflow_instance_projectCreate a new workflow instance for a Procore project. Required: company ID, project ID, tool type, item ID. Optional: template or preset.
Instructions
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. Use this to create a new Workflows in Procore. Creates a new Workflows and returns the created object on success (HTTP 201). Required parameters: company_id, project_id, tool_type, item_id. Procore API (v2.0): Core > Workflows. Endpoint: POST /rest/v2.0/companies/{company_id}/projects/{project_id}/workflows/instances
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company_id | Yes | URL path parameter — unique identifier for the company. | |
| project_id | Yes | URL path parameter — unique identifier for the project. | |
| tool_type | Yes | JSON request body field — the type of tool for the workflow instance. | |
| tool_subtype | No | JSON request body field — the subtype of the tool. Required when tool_type is 'correspondence'. | |
| item_id | Yes | JSON request body field — the ID of the item to associate with the workflow instance. | |
| template_id | No | JSON request body field — optional. Specific template ID to use for the workflow instance. | |
| preset_id | No | JSON request body field — optional. Specific preset ID to use for the workflow instance. Takes precedence over template_id if both are provided. |