
When this happens...
New Survey Created
New Response Completed

Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a New Survey is Created.
Triggers when a respondent completes a survey response.
Triggers when a project is updated.
Triggers when a punch list item is updated.
Action is the task that follows automatically within your SurveyMethods integrations.
Create a new email list in a SurveyMethods account.
Add a contact to an existing email list in SurveyMethods.
Get list of all the projects.
Creates a new worker for a specific company.
Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.
Creates a new company contact.

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To start, connect both your SurveyMethods and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in Procore (or vice versa).
Absolutely. You can customize how SurveyMethods data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.
The data sync between SurveyMethods and Procore typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SurveyMethods and Procore. 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.
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
Learn MoreProcore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
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