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Update Procore Records Bot

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Update Procore Records Bot

Update Procore Records Bot

Keep your Procore data accurate and up-to-date, no manual data entry or coding needed. With the Update Procore Records Bot, you can automatically apply changes to the Procore record of your choice based on information added to a document.

What the Bot does

The Bot pre-fills the fields of an existing Procore record with data from specific document fields based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot when you need to automatically update customer or contact information, or product descriptions in Procore based on the information from a project contract, contractor invoice, proposal, etc.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 69 Templates
Used in 38 Workspaces
Installed 223 times in the last 30 days
98% success rate

4.8 out of 5

(24 votes)

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

Map fields in a document to data in the Procore entity

Configure Bot settings

First, connect to your Procore account. Once connected, select your Procore company and an object in it. Next, specify what information from the document will be used to update the Procore record. Next, provide search conditions to locate the relevant record.

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 range from a specific date, document data, user roles, email, or name. E.g., select a Role and tell the Bot to export data to a Procore record when a recipient under this Role opens the document.

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

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

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Procore record will be updated with data from the selected document fields.

Try pre-built workflows to experience the Update Procore Records Bot in action

Commercial Construction Agreement

The Commercial Construction Agreement Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.

Learn more

Subcontractor Application

The Subcontractor Application Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.

Learn more

Purchase Form

The Purchase Form Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.

Learn more

Weekly Inspection

The Weekly Inspection Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.

Learn more

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Eliminate repetitive tasks with no write code

Employ Update Procore Records Bot

Begin a new Flow and transfer forms or create documents right on the platform to activate the Bots option. Find and choose a needed Bot from the list.

Set it up

Open up the Bot configuration menu. Complete all of the required fields to define general and advanced options. Consider determining activation conditions to protect yourself from false activations (you can add a few conditions).

See the way it operates

Implement the workflow and explore the outcomes. Ensure that the software robots operate appropriately. If something doesn’t work, check the Bots log to correct the errors and run your Flow again.