Connect Procore and PandaDoc
Integrate Procore with PandaDoc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Document in PandaDoc when Project Updated in Procore
Get Document by ID from PandaDoc when Project Updated in Procore
Create/Update Contact in Pandadoc when Project Updated in Procore
Create Document in PandaDoc when Project Updated in Procore
Get Document Attachments from PandaDoc when Project Updated in Procore
Popular Procore + PandaDoc 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
PandaDoc
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Find Document in PandaDoc when Project Updated in Procore
Use this flowGet Document by ID from PandaDoc when Project Updated in Procore
Use this flowCreate/Update Contact in Pandadoc when Project Updated in Procore
Use this flowCreate Document in PandaDoc when Project Updated in Procore
Use this flowGet Document Attachments from PandaDoc when Project Updated in Procore
Use this flowCreate Attachment in PandaDoc when Project Updated in Procore
Use this flowFind Document in PandaDoc when Punch Item Updated in Procore
Use this flowGet Document by ID from PandaDoc when Punch Item Updated in Procore
Use this flowCreate/Update Contact in Pandadoc when Punch Item Updated in Procore
Use this flowCreate Document in PandaDoc when Punch Item Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and PandaDoc.
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.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Template Deleted
Triggers when a template us deleted
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 PandaDoc
Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and PandaDoc 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 PandaDoc 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 PandaDoc. No coding required.
Yes. You can set up a workflow where Procore triggers actions in PandaDoc, and a separate workflow where PandaDoc 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 PandaDoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and PandaDoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
