Connect Zoho Sign and Procore to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

Procore

Automatically do this!

Ready to use Zoho Sign and Procore automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

Request a new Trigger for Zoho Sign

Do thisActions

Action is the task that follows automatically within your Zoho Sign integrations.

Get Document Details

Get Document Details

Get details for a specific document.

Get Document Form Data

Get Document Form Data

Retrieve filled form fields from a specific document.

Create Signature Document

Create Signature Document

Create a document from a template, assign recipients to sign, and save as draft or send immediately.

Get Projects

Get Projects

Get list of all the projects.

Create Worker - Company

Create Worker - Company

Creates a new worker for a specific company.

Create Project

Create Project

Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Zoho Sign and Procore?

To start, connect both your Zoho Sign and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Procore (or vice versa).

Can we customize how data from Zoho Sign is recorded in Procore?

Absolutely. You can customize how Zoho Sign data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Sign and Procore?

The data sync between Zoho Sign and Procore typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Sign to Procore?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Sign and Procore?

Yes, you can set conditional logic to control the flow of data between Zoho Sign and Procore. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Zoho Sign

About 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
Procore

About Procore

Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.

Learn More