Connect Xodo Sign and Procore
Integrate Xodo Sign with Procore to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when Project Updated in Procore
Get Final Signed Document from Xodo Sign when Project Updated in Procore
Send Reminder via Xodo Sign when Project Updated in Procore
Find and Download Document from Xodo Sign when Project Updated in Procore
Create Contact in Xodo Sign when Punch Item Updated in Procore
Popular Xodo Sign + Procore flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
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
Create Contact in Xodo Sign when Project Updated in Procore
Use this flowGet Final Signed Document from Xodo Sign when Project Updated in Procore
Use this flowSend Reminder via Xodo Sign when Project Updated in Procore
Use this flowFind and Download Document from Xodo Sign when Project Updated in Procore
Use this flowCreate Contact in Xodo Sign when Punch Item Updated in Procore
Use this flowGet Final Signed Document from Xodo Sign when Punch Item Updated in Procore
Use this flowSend Reminder via Xodo Sign when Punch Item Updated in Procore
Use this flowFind and Download Document from Xodo Sign when Punch Item Updated in Procore
Use this flowGet Projects in Procore when Document Is Sent via Xodo Sign
Use this flowCreate Worker - Company in Procore when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Procore.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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 Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Get Projects
Get list of all the projects.
Create Worker - Company
Creates a new worker for a specific company.
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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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 Xodo Sign 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 Xodo Sign 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 Xodo Sign triggers actions in Procore, and a separate workflow where Procore triggers actions in Xodo Sign. 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 Xodo Sign and Procore. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign 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.
