Connect Procore and Zoho Sign
Integrate Procore with Zoho Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Document Form Data from Zoho Sign when Project Updated in Procore
Get Document Form Data from Zoho Sign when Punch Item Updated in Procore
Get Document Details from Zoho Sign when Project Updated in Procore
Create Signature Document in Zoho Sign when Project Updated in Procore
Create Signature Document in Zoho Sign when Punch Item Updated in Procore
Popular Procore + Zoho Sign 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
Zoho Sign
Automatically do this!
Get Document Details
Get Document Form Data
Create Signature Document
Get Document Form Data from Zoho Sign when Project Updated in Procore
Use this flowGet Document Form Data from Zoho Sign when Punch Item Updated in Procore
Use this flowGet Document Details from Zoho Sign when Project Updated in Procore
Use this flowCreate Signature Document in Zoho Sign when Project Updated in Procore
Use this flowCreate Signature Document in Zoho Sign when Punch Item Updated in Procore
Use this flowGet Document Details from Zoho Sign when Punch Item Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Zoho Sign.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Procore and Zoho Sign free
No credit card required. Set up your first workflow in minutes.
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreAbout Zoho Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Zoho Sign 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 Zoho Sign 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 Zoho Sign. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Zoho Sign, and a separate workflow where Zoho Sign 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 Zoho Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Zoho Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
