Step 4: Enable Webhooks in Procore

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Limited Availability: CASB Connect for Procore is a Limited Availability feature. To enable API access for your Procore instance, contact Skyhigh Support.

Once you enable API access for your Procore instance in Skyhigh CASB, you must enable webhooks in Procore. This allows Skyhigh CASB to receive Procore event notifications.

You can enable webhooks in Procore at two levels:

Company Level
Project Level

Enable Company Level Webhooks

You can enable company level webhooks in Procore to monitor user activity for all Procore resources at the company level within your organization.

To enable company level webhooks in Procore:

Go to your Procore environment. For example, go to https://sandbox.procore.com.
Select the newly created Custom OAuth app under Select a Company.
Go to Company Tools > Core Tools > Admin.
From the right panel, under Company Settings, select Webhooks.
On the Webhooks page, configure the following:
- Endpoint Configuration. Provide the webhook URL that allows Skyhigh CASB to receive event notifications from Procore.
  - Notification Endpoint. Enter the event notification endpoint URL in the following format to validate the endpoint, and click Save Endpoint. For details on Tenant ID and Instance ID, see Skyhigh CASB Tenant ID and Instance ID.
    <webhook server domain name>/spec/webhooks/19799/<tenantId>/<instanceId>
    - webhook server domain name. Contact Skyhigh Security Support for webhook server domain name based on your region.
- Webhooks Configuration. From the list of Procore resources, select any of the following checkboxes to receive event notifications. For details on supported user activities in Procore, see Supported Company Level User Activities in Procore.
  - Create.
  - Update.
  - Delete.

Enable Project Level Webhooks

You can enable project level webhooks in Procore to monitor user activity for all Procore resources at the project level within your organization.

To enable project level webhooks in Procore:

In Procore, go to Company Tools > Core Tools > Portfolio.
On the Projects tab, select a project from the list.
Click the Project Tools tab, and select Admin under Core Tools.
From the right panel, under Project Settings, select Webhooks.
On the Webhooks page, configure the following:
- Endpoint Configuration. Provide the webhook URL that allows Skyhigh CASB to receive event notifications from Procore.
  - Notification Endpoint. Enter the event notification endpoint URL in the following format to validate the endpoint, and click Save Endpoint. For details on Tenant ID and Instance ID, see Skyhigh CASB Tenant ID and Instance ID.
    <webhook server domain name>/spec/webhooks/19799/<tenantId>/<instanceId>
    - webhook server domain name. Contact Skyhigh Security Support for webhook server domain name based on your region.
- Webhooks Configuration. From the list of Procore resources, select any of the following checkboxes to receive event notifications. For details on supported user activities in Procore, see Supported Project Level User Activities in Procore.
  - Create.
  - Update.
  - Delete.

NOTE: Once you enable webhooks in Procore, you can monitor Procore user activities in the Skyhigh CASB Activity Monitoring page.

IMPORTANT: After enabling webhooks in Procore, you can define DLP policies and attach them to your Procore instance in Skyhigh CASB. For details on supported DLP Policy Rules & Response Actions, see Supported DLP Policy Rules and Response Actions.