Connect Procore and Kizeo Forms to Build Intelligent Automations

Choose a Trigger

Procore

When this happens...

Choose an Action

Kizeo Forms

Automatically do this!

Enable Integrations or automations with these events of Procore and Kizeo Forms

Enable Integrations or automations with these events of Procore and Kizeo Forms

Triggers

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

Request a new Trigger for Procore

Actions

Get Projects

Get Projects

Get list of all the projects.

Create Worker - Company

Create Worker - Company

Creates a new worker for a specific company.

Create Project

Create Project

Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.

Create Company Contact

Create Company Contact

Creates a new company contact.

Create Project Cost Code List From Company List

Create Project Cost Code List From Company List

Copies all standard cost codes to project cost code list.

Create Submittal

Create Submittal

Create a new submittal in Procore for a specific project using the provided submittal details (number, title, dates, manager, and other fields).

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Frequently Asked Questions

How do I start an integration between Procore and Kizeo Forms?

To start, connect both your Procore and Kizeo Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in Kizeo Forms (or vice versa).

Can we customize how data from Procore is recorded in Kizeo Forms?

Absolutely. You can customize how Procore data is recorded in Kizeo Forms. This includes choosing which data fields go into which fields of Kizeo Forms, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Procore and Kizeo Forms?

The data sync between Procore and Kizeo Forms typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Procore to Kizeo Forms?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Procore and Kizeo Forms?

Yes, you can set conditional logic to control the flow of data between Procore and Kizeo Forms. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Procore

About Procore

Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.

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Kizeo Forms

About Kizeo Forms

Kizeo Forms is a mobile forms application to automate various activities. Transform your paper documents into their digital equivalent.

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