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Procore Forms to Procore Analytics and Scheduled Form-Inspections

Updated: Mar 15

Magical Mixing with Nyfty's Additional Exports Function for Procore Forms to Procore Analytics

Procore Forms and Analytics didn't mix. That was until we added the 'Additional Exports' function to our Nyfty Bots, now they are like best buddies.

Nyfty can now map Form Field data from a PDF to a Note in the Daily Log, for use in Procore Analytics. This has been a major hurdle for Procore Forms users who don’t like their data being locked up in a PDF Form. The Additional Exports function even supports custom fields, so the possibilities are endless.

You can now configure Procore Forms to Procore Analytics with 'Additional Exports' and map them to a Note in the daily log, in any of our Bots that use Procore Forms, like this:

Procore Forms to Procore Analytics field mapping with Nyfty
Procore Forms to Procore Analytics with

This is just the start of unlocking your data

We love this ‘work around’, as so many customers have asked for help getting data out of PDF forms and this is just the start for this new Additional Exports feature.

Unlocking data from PDFs could solve huge issues for your business, so please talk to us if you have a use case for getting data from a PDF Form and writing it somewhere useful to you, like Power BI or somewhere else in Procore.

Auto-send Forms / Inspections whenever you like

Another repeat request, from multiple Procore customers, has been to delay Forms or Inspections requests to a specific time, rather than the moment somebody checks in.

We’ve added this to all Bots that send Forms or Inspections, except Orientation Bot as that didn’t seem to make sense!

You’ll now find an “At Time" field in the Bot’s config screen. The Bots will delay the SMS until the set time, for people who arrive before that time, and send immediately for anybody who arrives after.

Free Plan

You can try Nyfty on a free plan, making it accessible to all construction companies, regardless of size or budget. With our deep integration with Procore and its use of text messages, Nyfty provides the ultimate tool for automating processes in the construction industry. Even with a free plan, users can still enjoy the benefits of this innovative tool, streamlining their operations and making site-life easier.

Our users love our Bots. They are the Little Robot Helpers that can make a huge difference to your day.

How do I get started?

Easy peasy. Head to the Nyfty Console and check out our Bots. They're free and really easy to get up and running. If you do need a hand though, just give us a shout.

If you do have any questions, schedule a chat with Matt, Nyfty’s Co-Founder. Feel free to make a time in his calendar here.


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