Connect Procore and Docusign
Integrate Procore with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in DocuSign when Project Updated in Procore
Update Workspace in DocuSign when Project Updated in Procore
Delete Workspace in Docusign when Project Updated in Procore
List/Search Workspace in DocuSign when Project Updated in Procore
Create a Bulk Send List in DocuSign when Project Updated in Procore
Popular Procore + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
Procore
When this happens...
Project Updated
Punch Item Updated
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Create Workspace in DocuSign when Project Updated in Procore
Use this flowUpdate Workspace in DocuSign when Project Updated in Procore
Use this flowDelete Workspace in Docusign when Project Updated in Procore
Use this flowList/Search Workspace in DocuSign when Project Updated in Procore
Use this flowCreate a Bulk Send List in DocuSign when Project Updated in Procore
Use this flowCreate Template in DocuSign when Project Updated in Procore
Use this flowUpdate Template in Docusign when Project Updated in Procore
Use this flowCreate Signing Group in Docusign when Project Updated in Procore
Use this flowAdd User to Signing Group in Docusign when Project Updated in Procore
Use this flowUpdate Signing Group in Docusign when Project Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Docusign.
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 Procore integrations.
Get Projects
Get list of all the projects.
Create Worker - Company
Creates a new worker for a specific company.
Create Project
Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.
Create Company Contact
Creates a new company contact.
Create Project Cost Code List From Company List
Copies all standard cost codes to project cost code list.
Create Submittal
Create a new submittal in Procore for a specific project using the provided submittal details (number, title, dates, manager, and other fields).
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 Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreAbout Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Docusign 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 Procore and Docusign 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 Docusign. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Docusign, and a separate workflow where Docusign triggers actions in Procore. 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 Procore and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
