Create Company Action Plan Template Reference
create_company_action_plan_template_referenceCreate a company action plan template reference in Procore. Provide company_id, plan_template_item_id, type, and payload to add a new reference and get its id.
Instructions
Creates a new company action plan template reference for the specified Procore company. Pass the record's fields as top-level arguments — they are nested under "plan_template_reference" in the request payload for you. company_id defaults to the value set by procore_set_config when omitted. Creates the company action plan template reference and returns it with its new id (HTTP 201); calling it again creates another record. Failures come back as an error payload carrying the HTTP status — commonly 401 when the token has expired, 403 without tool permission, and 404 when an id does not resolve. Required parameters: company_id, plan_template_item_id, type, payload. Procore API: Project Management > Action Plans. Endpoint: POST /rest/v1.0/companies/{company_id}/action_plans/plan_template_references
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | JSON request body field — company Action Plan Template Reference Type | |
| payload | Yes | JSON request body field — to upload an attachment you must upload the entire payload as `multipart/form-data` content-type | |
| company_id | Yes | URL path parameter — unique identifier for the company. | |
| plan_template_item_id | Yes | JSON request body field — iD of the associated Template Item |