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.Try automation, it’s free!
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
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.
Try pre-built workflows to experience the Save to Procore Bot in action
The Petty Cash Flow is used by petty cash custodians or finance teams to automate the approval of petty cash forms.
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Install the Save to Procore Bot to automate your document workflows
Other Bots often used with the Save to Procore Bot
Notify Slack Contacts on Documents Opening Export to Smartsheet Bot Update Insightly Records Email on Documents Completion Bot Revoke Access to Step Bot Send SMS on Documents Completion Bot