Note: Please contact proservices@goformz.com to activate the Procore Integration in your GoFormz account.
Procore is a leading cloud-based platform for the construction industry. It helps manage all aspects of a construction project, and is used by all stakeholders across a project, from developers, to contractors and subcontractors, to owners. The Procore / GoFormz integration provides seamless workflows that allow construction professionals to use GoFormz as their data capture front end in the field, while continuing to use Procore as their main project management solution. Some key functionality supported by this integration includes:
Creating new Procore project records (including Incidents, Tasks, Submittals and more) by filling out forms on a mobile device
Updating existing Procore project records with GoFormz form data
Uploading form PDFs and images and attaching them to a Procore project
Dispatching GoFormz forms based on a Procore event (e.g. when a new Incident is created) and pre-populating forms with Procore data
Synching Procore Project data to GoFormz DataSource, allowing the latest Procore data to be used to auto-fill form fields
In the remainder of this document, we go over the following:
Creating a new Procore connection: How to connect your GoFormz account to your Procore account.
Creating a Procore upload workflow: Next, create a workflow that will automatically upload your forms to Procore upon completion
Creating a new Procore connection
Before you begin, make sure that you have an existing Procore account and you know the credentials for the account. To create a Procore app connection, do the following:
1. Select Connected Apps from the More dropdown at the top of the GoFormz interface to navigate to the App Connections screen.
2. Click Procore & Add Connection to bring up the Procore login screen. Use Procore if you want to connect to your production environment, and use Procore Sandbox if you are looking to test the integration in the Procore development environment. In the example below, we use Procore, but the Procore Sandbox steps are identical.
3. In the login screen that appears, enter your Procore username and password, then click Log In. Note that if you are already logged into Procore, this step will be skipped.
And that’s it! The new connection will appear on your Connections list with a generic name like “Procore Connection 1”.
We recommend renaming your connection with a more descriptive name (e.g. including your Procore username in the connection name), especially if you plan to use multiple Procore connections. This will make it much easier to tell your connections apart from each other.
Creating a Procore Upload Workflow
GoFormz Workflow lets you automatically upload PDF versions of your completed forms to your Procore account. To set up GoFormz to automatically upload completed forms to your Procore account, follow the steps below.
Initiate workflow creation. Navigate to the Workflow Tab and click the Create button in the top right corner.
Select the Procore workflow recipe. In the Add Workflow dialog box that appears, select the Procore Project File Upload recipe from the dropdown and click Next. An empty workflow will appear on your screen with the following steps: Form Completed trigger, Export Form to PDF, and Upload Attachment.
Optionally, change the name of your new workflow. Click the icon to the right of the default name and type in the new one. While this is not necessary, we strongly recommend making your workflow name more specific than the default “Procore Project File Upload”. For instance, you may want to include the name of the form template to which this workflow applies.
Set up the Form Completed trigger. The trigger options allow you to select who the form was completed by (Anyone, Specific User, or Group) as well as the Template the form is based on. If the Template input is left blank it will trigger based on Template. Additionally you can set if the Workflow should trigger only after the initial form completion.Click Next when you are done.
Set up the Export Form to PDF action. Specify which form Pages should be exported to the PDF. Use dashes to specify page ranges and commas to separate page ranges and numbers; for instance, “1,3-5,8” means that pages 1, 3, 4, 5, and 8 would be exported. Leave this field blank if you want to export all form pages. Click Next when you are done.
Set up the Upload File action. This action will upload your attachment to Procore. The following fields must be specified for this step:
Connection: From the dropdown, select the Procore app connection that should be used for this upload. See here for more about app connections and how to create them.
File URL(s): Do not change this field! This field determines which PDF is uploaded to Procore and is automatically set to be the PDF that is outputted by the Export Form to PDF step.
Folder Path: This field determines the Procore folder where the PDF will be placed. If the Procore folder you specify does not already exist, it will automatically be created for you. Workflow variables can be used in filling out this step. In the example below, the text “Work Orders/#trigger.FormattedDate}/#{trigger.formName}” contains the variables “#{trigger.formName}” & "#{trigger.FormattedDate}. This refers to the name of the completed form & the field FormattedDate. See here for more on workflow variables and how to use them.
