Update Procore Records Bot
Maintain your Procore information precise and current, eliminating the need for manual data input or programming. With the Update Procore Records Bot, you can effortlessly implement modifications to the Procore record you select, utilizing information included in a document.
Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Update Procore Records 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 the Update Procore Records Bot
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.
Export Custom Values to Update Procore Records Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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
Other Bots often used with the Update Procore Records Bot
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.
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