Connecting GoFormz to Procore empowers teams to use mobile forms that look exactly like existing paper forms as a digital front-end to Procore data capture and processing.
Note: Before getting started, you must first reach out to your GoFormz Account Manager to enable access to the Procore application on your account.
There are two steps to configuring a Procore integration:
Creating a Procore connection: First, set up a connection to the Procore application, giving Goformz access 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
If you have SSO Enabled on your Procore account, please email proservices@goformz.com to let them know and they will guide you through the SSO connection flow.
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 connection screen.
3. Select your Authentication Method and enter your Company ID.
For Authentication Method select Production if you want to connect to your production environment, and use Sandbox or Monthly 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.
In order to find your Company ID, login to Procore, and select the company you wish to authenticate. If you are only assigned to one company, the select company dialog is skipped. Before you select a project look at the URL to find the Company ID. It should look something like the following:
In the examples above 249 is the Company ID that would be used to authenticate in GoFormz to Procore.
Once you have selected your Authentication Method and entered your Company ID, select Next.
3. Enter your Procore credentials (username and password) and click Log In. This step is omitted if you are already logged into your Procore account. Please confirm that this is the appropriate account for your connection. If you do not want it to be tied to your personal account, you may need to enter incognito mode. Note, any future password changes associated with this account will require you to re-authenticate.
Please note that the account that makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your Procore account, if you don't want the activity tied to your personal Procore.
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. To rename your connection, select Details under actions.
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.
API Path: Do not change this field!
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.
Filename: Use Filename or File Path. Use for naming file attached to a specific record.
File Path: Use Filename or File Path. This field determines the Procore folder where the PDF will be placed, as well as the name of the PDF. 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 “GoFormz/#{trigger.[formName]}.pdf” contains the variables “#{trigger.[formName]}”. This refers to the name of the completed form. See here for more on workflow variables and how to use them.
