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.

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Procore to Retently

1

New Change Event

Triggers when a new Change Event is added.
2

New Form

Triggers when a new Form is created.
3

New Incident

Triggers when a new Incident is created.
4

New Inspection Log

Triggers when a new Inspection Log is added.
5

New Daily Log - Manpower Log

Triggers when a new Manpower Log is added.
6

New Vendor - Company Level

Triggers when a new company vendor is added.
7

New Document - Project

Triggers when a new project file is added.
8

Project Updated

Triggers when a project is updated.
9

New RFI

Triggers when a new RFI is added.
10

New Submittal

Triggers when a new submittal is added.
11

New Task

Triggers when a new Task is created.
12

New Timesheet Approved

Triggers when a Timesheet is approved.
13

New Worker

Triggers when a new Worker is added.
14

New Drawing

Triggers when a new drawing is added.
15

New Photo

Triggers when a new photo is uploaded.
16

New Inspection

Triggers when a new Inspection is created.
17

New Instruction

Triggers when a new Instruction is created.
18

New Meeting

Triggers when a new Meeting is added.
19

New Observation

Triggers when a new Observation is added.
20

New Project

Triggers when a new Project is created.
21

New Punch Item

Triggers when a new Punch Item is added.
22

Submittal Updated

Triggers when a Submittal is updated.
23

New Timesheet Entry

Triggers when a new timecard entry is created.
24

New Timesheet

Triggers when a new timesheet is created.
25

New Subcontract

Triggers when a new Work Order Contract is created.
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Retently to Procore

1

Create Incident

Creates a new incident.
2

Create Worker - Project

Creates a new worker for a specific project.
3

Create Change Event

Creates a new change event.
4

Create Vendor - Company Level

Creates a new company vendor.
5

Create Cost Code - Project

Creates a new project cost code.
6

Create Document

Creates a new document.
7

Create Drawing

Creates a new drawing.
8

Create Inspection

Creates a new inspection checklist.
9

Create Daily Log - Manpower Log

Creates a new manpower log.
10

Create Project

Creates a new project.
11

Create Purchase Order

Creates a new purchase order.
12

Create Submittal

Creates a new Submittal.
13

Create Task

Creates a new project task item.
14

Update Incident

Updates a project incident.
15

Update Project Meeting

Updates a project meeting.
16

Update Subcontract

Updates a work order contract.
17

Find an Incident

Search for an incident by id.
18

Find a Task

Search for a project task by id.
19

Find a Submittal

Search for a submittal by id.
20

Create Worker - Company

Creates a new worker for a specific company.
21

Create a Daily Log - Call Log

Creates a new call log.
22

Create Company Contact

Creates a new company contact.
23

Create Project Cost Code List From Company List

Copies all standard cost codes to project cost code list.
24

Create a Daily Construction Report Log

Creates a new daily construction report log.
25

Create Document Folder

Creates a new document folder.
26

Create Photo

Uploads a new photo.
27

Create Instruction

Creates a new instruction.
28

Create Observation

Creates a new observation.
29

Create Punch Item

Creates a new punch item.
30

Create RFI

Creates a new RFI.
31

Create Sub Job - Project

Creates a new Sub Job.
32

Create Timesheet

Creates a new timesheet.
33

Update Daily Log - Manpower Log

Updates a manpower log.
34

Update Submittal

Updates a project Submittal.
35

Create Subcontract

Creates a new work order contract.
36

Find a Document - Project

Search for a project document by id.
37

Find a Scheduled Task

Search for a project scheduled task by id.
38

Find a Timesheet

Search for a timesheet by id.

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