Integrate Procore with Retently
Trigger NPS/CSAT surveys after key project milestones or completion, sync customer and project data to maintain updated profiles in Retently, and utilize feedback scores to improve project management and customer satisfaction strategies.
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About Procore
Procore is a construction management software that assists teams in managing construction projects, supporting collaboration and documentation within various project phases.
Procore to Retently
New Change Event
Triggers when a new Change Event is added.New Form
Triggers when a new Form is created.New Incident
Triggers when a new Incident is created.New Inspection Log
Triggers when a new Inspection Log is added.New Daily Log - Manpower Log
Triggers when a new Manpower Log is added.New Vendor - Company Level
Triggers when a new company vendor is added.New Document - Project
Triggers when a new project file is added.Project Updated
Triggers when a project is updated.New RFI
Triggers when a new RFI is added.New Submittal
Triggers when a new submittal is added.New Task
Triggers when a new Task is created.New Timesheet Approved
Triggers when a Timesheet is approved.New Worker
Triggers when a new Worker is added.New Drawing
Triggers when a new drawing is added.New Photo
Triggers when a new photo is uploaded.New Inspection
Triggers when a new Inspection is created.New Instruction
Triggers when a new Instruction is created.New Meeting
Triggers when a new Meeting is added.New Observation
Triggers when a new Observation is added.New Project
Triggers when a new Project is created.New Punch Item
Triggers when a new Punch Item is added.Submittal Updated
Triggers when a Submittal is updated.New Timesheet Entry
Triggers when a new timecard entry is created.New Timesheet
Triggers when a new timesheet is created.New Subcontract
Triggers when a new Work Order Contract is created.
Retently to Procore
Create Incident
Creates a new incident.Create Worker - Project
Creates a new worker for a specific project.Create Change Event
Creates a new change event.Create Vendor - Company Level
Creates a new company vendor.Create Cost Code - Project
Creates a new project cost code.Create Document
Creates a new document.Create Drawing
Creates a new drawing.Create Inspection
Creates a new inspection checklist.Create Daily Log - Manpower Log
Creates a new manpower log.Create Project
Creates a new project.Create Purchase Order
Creates a new purchase order.Create Submittal
Creates a new Submittal.Create Task
Creates a new project task item.Update Incident
Updates a project incident.Update Project Meeting
Updates a project meeting.Update Subcontract
Updates a work order contract.Find an Incident
Search for an incident by id.Find a Task
Search for a project task by id.Find a Submittal
Search for a submittal by id.Create Worker - Company
Creates a new worker for a specific company.Create a Daily Log - Call Log
Creates a new call log.Create Company Contact
Creates a new company contact.Create Project Cost Code List From Company List
Copies all standard cost codes to project cost code list.Create a Daily Construction Report Log
Creates a new daily construction report log.Create Document Folder
Creates a new document folder.Create Photo
Uploads a new photo.Create Instruction
Creates a new instruction.Create Observation
Creates a new observation.Create Punch Item
Creates a new punch item.Create RFI
Creates a new RFI.Create Sub Job - Project
Creates a new Sub Job.Create Timesheet
Creates a new timesheet.Update Daily Log - Manpower Log
Updates a manpower log.Update Submittal
Updates a project Submittal.Create Subcontract
Creates a new work order contract.Find a Document - Project
Search for a project document by id.Find a Scheduled Task
Search for a project scheduled task by id.Find a Timesheet
Search for a timesheet by id.Related blog posts
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