Create Company Action Plan Templates
create_company_action_plan_templatesCreate a company action plan template in Procore by providing the company ID, title, and plan type ID. The service returns the created template along with its new ID.
Instructions
Creates a new company action plan template for the specified Procore company. Pass the record's fields as top-level arguments — they are nested under "plan_template" 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 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, title, plan_type_id. Procore API (v1.1): Project Management > Action Plans. Endpoint: POST /rest/v1.1/companies/{company_id}/action_plans/plan_templates
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | JSON request body field — the title for this Action Plans operation | |
| private | No | JSON request body field — privacy flag of the Company Action Plan Template | |
| company_id | Yes | URL path parameter — unique identifier for the company. | |
| description | No | JSON request body field — the description for this Action Plans operation | |
| plan_type_id | Yes | JSON request body field — iD of an Action Plan Type |