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

This integration uses GoFormz Custom Workflows. See the Custom Workflows documentation for an overview of how custom workflows work, and for a full list of the triggers and actions that you have at your disposal for creating these workflows.

In the remainder of this document, we go over the following:

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 Add Connection next to the Procore or Procore Sandbox application block 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.

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