Connect Docamatic and Procore
Integrate Docamatic with Procore to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when Project Updated in Procore
Password Protect PDF in Docamatic when Project Updated in Procore
Convert URL or HTML to PDF using Docamatic when Project Updated in Procore
Write to an existing PDF in Docamatic when Project Updated in Procore
Generate a PDF from a predefined template in Docamatic when Project Updated in Procore
Popular Docamatic + Procore flows
Start from a real workflow other teams are already running.
Choose a trigger
Docamatic
When this happens...
- Request a new Trigger for Docamatic
Choose an action
Procore
Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
Convert URL or HTML to Image using Docamatic when Project Updated in Procore
Use this flowPassword Protect PDF in Docamatic when Project Updated in Procore
Use this flowConvert URL or HTML to PDF using Docamatic when Project Updated in Procore
Use this flowWrite to an existing PDF in Docamatic when Project Updated in Procore
Use this flowGenerate a PDF from a predefined template in Docamatic when Project Updated in Procore
Use this flowConvert URL or HTML to Image using Docamatic when Punch Item Updated in Procore
Use this flowPassword Protect PDF in Docamatic when Punch Item Updated in Procore
Use this flowConvert URL or HTML to PDF using Docamatic when Punch Item Updated in Procore
Use this flowWrite to an existing PDF in Docamatic when Punch Item Updated in Procore
Use this flowGenerate a PDF from a predefined template in Docamatic when Punch Item Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Docamatic and Procore.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Do thisActions
Action is the task that follows automatically within your Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
Get Projects
Get list of all the projects.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
Learn moreSimilar apps
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docamatic and Procore accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and Procore as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Procore. No coding required.
Yes. You can set up a workflow where Docamatic triggers actions in Procore, and a separate workflow where Procore triggers actions in Docamatic. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docamatic and Procore. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docamatic and Procore integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
