Procore
Email to Procore,
the easy way
ForwardThis is the simple tool that connects your email to Procore. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Procore
Create a free account and connect Procore. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Level 3 penetrations clash with the duct run
Raise an RFI on Kingsway Wharf for Priya Raman about the Level 3 penetrations, due Friday, and file the marked-up drawing in the project documents.
---------- Forwarded message ----------
The setting-out drawing puts the penetrations 300mm into the duct run on grid F. We can't pour Level 3 until someone confirms which one moves.
kingsway-L3-penetrations-markup.pdf3.1 MB
Raised an RFI on Kingsway Wharf
Level 3 penetrations clash with duct run · Priya Raman · due Fri 28 Aug
Filed kingsway-L3-penetrations-markup.pdf
Kingsway Wharf / Drawings
ForwardThis checks with you before it raises an RFI, then replies to confirm.
Some other examples
- “Log the architect's answer as the official reply on RFI 214.”
- “Add a daily log note for Tuesday: concrete delivery arrived two hours late.”
- “Add a task item on Kingsway Wharf for Priya to confirm the duct route by Friday.”
Everything ForwardThis can do in Procore
Find pages
List projects
Look up records
Find RFIs, submittals, punch items or daily logs
Read a record
Read an RFI, submittal or punch item
Add CRM record
Raise an RFI or submittal, or add a punch item
Update CRM record
Update an RFI, submittal or punch item
Add note
Add a daily log entry, comment on a punch item, or reply to an RFI
Create task
Add a task item
Update task
Update or close a task item
Look up tasks
List task items
Save file
File a document into the project
Find files
Search project documents
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Procore?
- Forward the site email to your ForwardThis address with a line saying what it needs, like "raise an RFI on Kingsway Wharf for Priya Raman about the Level 3 penetrations, due Friday". ForwardThis writes it up, shows you the RFI with the project named, and once you say yes it raises it and replies with a link. The first time, you'll need a free account with Procore connected, which takes about 30 seconds - that's the entire Procore email integration.
- Can it raise an RFI or a submittal from an email?
- Yes, both. An RFI needs a subject, the question itself and an RFI manager, who it picks by name from that project's own list, and it can carry assignees and a due date. A submittal takes a title and picks up the next number when you don't give one. Everything here is shown to you before it goes, because a Procore project is shared with the owner, the architect and the subcontractors, and an RFI lands in front of all of them.
- Can it answer an RFI or write up a daily log?
- Yes. Forward the architect's reply and it posts it on the RFI, as a comment by default, or as the official answer when you say that's what it is. Daily log notes go on today's log unless you name a date, so "log this for Tuesday" puts it on Tuesday. It can also add and close task items, and Procore emails nobody about a task item until it is sent, which ForwardThis never does.
- Can it touch budgets, contracts or change orders?
- No. Budgets, prime and purchase-order contracts, change orders, invoices and timecards are all out, because a forwarded email cannot authorise a contract movement. Creating projects, users and permission templates is out too. Punch items and coordination issues can be read and searched, but not raised, and it never triggers Procore's mass emails to a distribution list.
- What if it raises the wrong RFI, or files a document in the wrong folder?
- It shows you the RFI before it goes out, so the usual answer is that it never gets raised. After that, undo works for 24 hours. Procore does not really delete these things: an RFI goes to the recycle bin and can be retrieved, and the same is true of submittals, task items and files, which is what makes undo honest here rather than just possible.