Save to Procore Bot

Reduce data loss by keeping your documents secure in your Procore account. Let teammates locate and archive documents in Procore with the Save to Procore Bot.

What the Bot does

The Bot archives completed documents to your Procore account based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automate the process of archiving important documents such as contracts, sales invoices, and more.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 139 Templates
Used in 47 Workspaces
Installed 398 times in the last 30 days
98% success rate

4.8 out of 5

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Get your automated workflows up and running in minutes with the Save to Procore Bot. No coding required.

Select what document version will be archived

Configure Bot settings

Start by connecting your Procore account. Then, select a company and a project from the list you want to save documents to. Choose an existing archive folder or create a new one. Pick the necessary documents within your workflow to be automatically archived in the specified Procore folder.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select a few document fields and tell the Bot to archive the documents once they have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your document saved in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be saved to your Procore account.