3 GoFormz & Procore Integration Workflows Your Construction Operation Should Be Utilizing
Seamlessly pass data between your digital construction forms, your Procore records, the Documents tool, and more
The GoFormz and Procore integration provides construction teams with countless opportunities to streamline daily processes, like budget modifications, hot work permits, and so much more.
To get started, check out three GoFormz and Procore integration workflows your team should be utilizing (and contact our Professional Services team for help setting up your integration):
Instantly create Procore projects using GoFormz mobile form data
Generate digital construction forms in the GoFormz mobile app (or online) and input project information directly from mobile devices. Once a form has been submitted, input data is used to instantly create or update corresponding Procore records. A PDF copy of the submitted form can even be uploaded to the Documents tool, the appropriate record, and more.
Streamline budget modifications with custom approval workflows
Create custom, automated approval processes for your project’s budget modifications and update Procore records, the Documents tool, and Budget tool, with completed form PDFs and input form data.
Rapidly complete project summary reports
Use the GoFormz embedded experience to complete a project summary report from within Procore, which will then be instantly emailed to the appropriate contacts and uploaded to the Documents tool.
To learn more about our Procore integration, check out our Procore integration overview page, or contact our Professional Services team to learn about leveraging the integration within your operation.
