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Automation

Rapport 3

The Rapport3 Connector syncs project data, contacts, and workflows between Rapport3 and Newforma Project Center, reducing manual admin.

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Rapport3

Managing administrative data across disconnected business automation and project management systems traditionally requires staff to manually duplicate project information, contact records, and organizational data between systems—creating substantial overhead and risking data inconsistencies. When business operations manage company directories and project metadata in Rapport3 but construction teams work in Project Center, firms face administrative burden as new contacts must be manually entered in both systems, data currency issues when contact information updates in business systems but remains stale in Project Center, and workflow inefficiency where project team changes require manual updates to Project Center routing tables and distribution lists. Administrative staff spend hours synchronizing contact databases, updating project metadata, and maintaining parallel organizational structures across systems—creating manual overhead that diverts resources from higher-value activities while introducing data entry errors that cause workflow routing failures or correspondence delivery issues.

The Rapport3 Connector eliminates this administrative disconnect by establishing automated bidirectional synchronization between Rapport3’s business automation platform and Project Center’s project data, company directories, and contact management systems. The connector monitors both platforms for administrative changes—automatically transferring new projects, updated contact information, modified company records, and organizational changes between systems without manual data entry or periodic export/import operations. Administrative staff work primarily in Rapport3 for business process automation and organizational data management, with the connector transparently maintaining Project Center alignment so construction teams always access current contact information, accurate company records, and properly configured workflow routing. This automated synchronization ensures administrative accuracy while eliminating duplicate data entry, enabling firms to leverage Rapport3’s automation capabilities for Project Center administrative tasks that would otherwise require manual effort.

 

 

Benefits

Eliminate Duplicate Contact and Company Data Entry

Organizational information maintained in Rapport3 automatically synchronizes to Project Center without manual database updates.

Ensure Construction Teams Work with Current Contact Information

Automatic synchronization eliminates data staleness when contact information updates in business systems

Accelerate Project Startup Through Automated Provisioning

Projects created in Rapport3 automatically establish Project Center environments without manual setup delays.

Reduce Administrative Overhead

Automated synchronization eliminates manual effort maintaining parallel organizational data across systems

Features

Automatically Synchronize Company and Contact Dat

The connector maintains continuous synchronization of company directories and contact information between Rapport3 and Project Center, ensuring construction teams work with current organizational data without manual contact database updates.

Enable Automated Project Setup and Metadata Synch

The connector automates Project Center project creation and metadata updates based on business process triggers in Rapport3, eliminating manual project setup tasks and ensuring project metadata remains synchronized with business records.

Maintain Synchronized Workflow

The connector automatically updates Project Center workflow routing tables and distribution lists based on organizational changes and project team assignments managed in Rapport3, ensuring workflow items route to current responsible parties without manual routing table maintenance.

Support Custom Administrative Automation Workflows

The integration enables custom administrative automation scenarios leveraging Rapport3's workflow automation capabilities to trigger Project Center actions or maintain Project Center data based on business process events