Connect SignDesk and Procore
Integrate SignDesk with Procore to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get request structure from SignDesk when Project Updated in Procore
Create CLM Request in SignDesk when Punch Item Updated in Procore
Create CLM Request in SignDesk when Project Updated in Procore
Get request structure from SignDesk when Punch Item Updated in Procore
Fetch Form Configuration in Signdesk when Punch Item Updated in Procore
Popular SignDesk + Procore flows
Start from a real workflow other teams are already running.
Choose a trigger
SignDesk
When this happens...
- Request a new Trigger for SignDesk
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
Get request structure from SignDesk when Project Updated in Procore
Use this flowCreate CLM Request in SignDesk when Punch Item Updated in Procore
Use this flowCreate CLM Request in SignDesk when Project Updated in Procore
Use this flowGet request structure from SignDesk when Punch Item Updated in Procore
Use this flowFetch Form Configuration in Signdesk when Punch Item Updated in Procore
Use this flowFetch Form Configuration in Signdesk when Project Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between SignDesk 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 SignDesk integrations.
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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.
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 SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
Learn more
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 SignDesk 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 SignDesk 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 SignDesk triggers actions in Procore, and a separate workflow where Procore triggers actions in SignDesk. 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 SignDesk and Procore. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SignDesk 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.
