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How to Integrate docusign & Procore

Automate your business. Connect docusign to Procore and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Click Agreed → Then: Create Incident
When: Click Declined → Then: Create Worker - Company
When: New Docusign Connect Event → Then: Create Worker - Project
When: Envelope Completed → Then: Create Bid Board Project
When: Envelope Corrected → Then: Create a Daily Log - Call Log

docusign Triggers

Events that happen in docusign to start an automation.

  • Trigger
    Click Agreed
    Click Agreed
  • Trigger
    Click Declined
    Click Declined
  • Trigger
    New Docusign Connect Event
    New Docusign Connect Event
  • Trigger
    Envelope Completed
    Envelope Completed
  • Trigger
    Envelope Corrected
    Envelope Corrected
  • Trigger
    Envelope Created
    Envelope Created
  • Trigger
    Envelope Declined
    Envelope Declined
  • Trigger
    Envelope Deleted
    Envelope Deleted
  • Trigger
    Envelope Delivered
    Envelope Delivered
  • Trigger
    Envelope Discard
    Envelope Discard
  • Trigger
    Envelope Purge
    Envelope Purge
  • Trigger
    Envelope Resent
    Envelope Resent
  • Trigger
    Envelope Sent
    Envelope Sent
  • Trigger
    Envelope Voided
    Envelope Voided
  • Trigger
    Get Workflows (For IAM Plans)
    Get Workflows (For IAM Plans)
  • Trigger
    New Navigator Agreement (For IAM Plans)
    New Navigator Agreement (For IAM Plans)
  • Trigger
    Updated Navigator Agreement (For IAM Plans)
    Updated Navigator Agreement (For IAM Plans)
  • Trigger
    Maestro Workflow Completed (For IAM Plans)
    Maestro Workflow Completed (For IAM Plans)
  • Trigger
    Maestro Workflow Failed (For IAM Plans)
    Maestro Workflow Failed (For IAM Plans)
  • Trigger
    Maestro Workflow Started (For IAM Plans)
    Maestro Workflow Started (For IAM Plans)
  • Trigger
    Identity Verification Completed
    Identity Verification Completed
  • Trigger
    Identity Verification Pending
    Identity Verification Pending
  • Trigger
    Brand Created
    Brand Created
  • Trigger
    Envelope Status Updated
    Envelope Status Updated
  • Trigger
    New Folder
    New Folder
  • Trigger
    Identity Verification Created
    Identity Verification Created
  • Trigger
    Recipient Role Created
    Recipient Role Created
  • Trigger
    Template Created
    Template Created
  • Trigger
    New Workspace (For IAM Plans)
    New Workspace (For IAM Plans)
  • Trigger
    New User Added to Workspace (For IAM Plans)
    New User Added to Workspace (For IAM Plans)
  • Trigger
    Recipient Authentication Failed
    Recipient Authentication Failed
  • Trigger
    Recipient Autoresponded
    Recipient Autoresponded
  • Trigger
    Recipient Completed
    Recipient Completed
  • Trigger
    Recipient Declined
    Recipient Declined
  • Trigger
    Recipient Delegated
    Recipient Delegated
  • Trigger
    Recipient Delivered
    Recipient Delivered
  • Trigger
    Recipient Marked to Finish Later
    Recipient Marked to Finish Later
  • Trigger
    Recipient Reassigned
    Recipient Reassigned
  • Trigger
    Recipient Resent
    Recipient Resent
  • Trigger
    Recipient Sent
    Recipient Sent
  • Trigger
    Set Cursor
    Set Cursor
  • Trigger
    SMS Opt-In
    SMS Opt-In
  • Trigger
    SMS Opt-Out
    SMS Opt-Out
  • Trigger
    Template Created
    Template Created
  • Trigger
    Template Deleted
    Template Deleted
  • Trigger
    Template Modified
    Template Modified
  • Trigger
    Webform
    Webform
  • Trigger
    Workspace Documents (For IAM Plans)
    Workspace Documents (For IAM Plans)
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

Procore Actions

What Procore will do automatically when triggered.

  • Action
    Create Incident
    Create Incident
  • Action
    Create Worker - Company
    Create Worker - Company
  • Action
    Create Worker - Project
    Create Worker - Project
  • Action
    Create Bid Board Project
    Create Bid Board Project
  • Action
    Create a Daily Log - Call Log
    Create a Daily Log - Call Log
  • Action
    Create Change Event
    Create Change Event
  • Action
    Create Company Contact
    Create Company Contact
  • Action
    Delete Company Document
    Delete Company Document
  • Action
    Create Vendor - Company Level
    Create Vendor - Company Level
  • Action
    Create Project Cost Code List From Company List
    Create Project Cost Code List From Company List
  • Action
    Create Cost Code - Project
    Create Cost Code - Project
  • Action
    Create Budget Change
    Create Budget Change
  • Action
    Create Budget Line Item
    Create Budget Line Item
  • Action
    Create Catalog Item
    Create Catalog Item
  • Action
    Create Direct Cost Item
    Create Direct Cost Item
  • Action
    Create Direct Cost Line Item
    Create Direct Cost Line Item
  • Action
    Create Form
    Create Form
  • Action
    Create Prime Contract
    Create Prime Contract
  • Action
    Create Prime Contract Line Item
    Create Prime Contract Line Item
  • Action
    Create Purchase Order Contract Line Item
    Create Purchase Order Contract Line Item
  • Action
    Create Subcontract Invoice
    Create Subcontract Invoice
  • Action
    Create a Daily Construction Report Log
    Create a Daily Construction Report Log
  • Action
    Create Document
    Create Document
  • Action
    Delete Document
    Delete Document
  • Action
    Create Document Folder
    Create Document Folder
  • Action
    Delete Document Folder
    Delete Document Folder
  • Action
    Delete Company Folder
    Delete Company Folder
  • Action
    Create Drawing
    Create Drawing
  • Action
    Create Incident
    Create Incident
  • Action
    Create Call Log
    Create Call Log
  • Action
    Create Company Vendor
    Create Company Vendor
  • Action
    Create Instructions
    Create Instructions
  • Action
    Create Manpower Log
    Create Manpower Log
  • Action
    Update Company Vendor
    Update Company Vendor
  • Action
    Update Incident
    Update Incident
  • Action
    Update Manpower Log
    Update Manpower Log
  • Action
    Delete Form
    Delete Form
  • Action
    Create Photo
    Create Photo
  • Action
    Create Inspection
    Create Inspection
  • Action
    Create Instruction
    Create Instruction
  • Action
    Create Daily Log - Manpower Log
    Create Daily Log - Manpower Log
  • Action
    Create Observation
    Create Observation
  • Action
    Create Prime Contract Invoice
    Create Prime Contract Invoice
  • Action
    Create Project
    Create Project
  • Action
    Create Punch Item
    Create Punch Item
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create RFI
    Create RFI
  • Action
    Create Submittal
    Create Submittal
  • Action
    Create Sub Job - Project
    Create Sub Job - Project
  • Action
    Create Task
    Create Task
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Update Incident
    Update Incident
  • Action
    Update Daily Log - Manpower Log
    Update Daily Log - Manpower Log
  • Action
    Update Project Meeting
    Update Project Meeting
  • Action
    Update Purchase Order Contract
    Update Purchase Order Contract
  • Action
    Update Purchase Order Contract Line Item
    Update Purchase Order Contract Line Item
  • Action
    Update Submittal
    Update Submittal
  • Action
    Update Subcontract
    Update Subcontract
  • Action
    Create WBS Code
    Create WBS Code
  • Action
    Create Subcontract
    Create Subcontract
  • Action
    Create Incident
    Create Incident
  • Action
    Create Worker - Company
    Create Worker - Company
  • Action
    Create Worker - Project
    Create Worker - Project
  • Action
    Create Bid Board Project
    Create Bid Board Project
  • Action
    Create a Daily Log - Call Log
    Create a Daily Log - Call Log
  • Action
    Create Change Event
    Create Change Event
  • Action
    Create Company Contact
    Create Company Contact
  • Action
    Delete Company Document
    Delete Company Document
  • Action
    Create Vendor - Company Level
    Create Vendor - Company Level
  • Action
    Create Project Cost Code List From Company List
    Create Project Cost Code List From Company List
  • Action
    Create Cost Code - Project
    Create Cost Code - Project
  • Action
    Create Budget Change
    Create Budget Change
  • Action
    Create Budget Line Item
    Create Budget Line Item
  • Action
    Create Catalog Item
    Create Catalog Item
  • Action
    Create Direct Cost Item
    Create Direct Cost Item
  • Action
    Create Direct Cost Line Item
    Create Direct Cost Line Item
  • Action
    Create Form
    Create Form
  • Action
    Create Prime Contract
    Create Prime Contract
  • Action
    Create Prime Contract Line Item
    Create Prime Contract Line Item
  • Action
    Create Purchase Order Contract Line Item
    Create Purchase Order Contract Line Item
  • Action
    Create Subcontract Invoice
    Create Subcontract Invoice
  • Action
    Create a Daily Construction Report Log
    Create a Daily Construction Report Log
  • Action
    Create Document
    Create Document
  • Action
    Delete Document
    Delete Document
  • Action
    Create Document Folder
    Create Document Folder
  • Action
    Delete Document Folder
    Delete Document Folder
  • Action
    Delete Company Folder
    Delete Company Folder
  • Action
    Create Drawing
    Create Drawing
  • Action
    Create Incident
    Create Incident
  • Action
    Create Call Log
    Create Call Log
  • Action
    Create Company Vendor
    Create Company Vendor
  • Action
    Create Instructions
    Create Instructions
  • Action
    Create Manpower Log
    Create Manpower Log
  • Action
    Update Company Vendor
    Update Company Vendor
  • Action
    Update Incident
    Update Incident
  • Action
    Update Manpower Log
    Update Manpower Log
  • Action
    Delete Form
    Delete Form
  • Action
    Create Photo
    Create Photo
  • Action
    Create Inspection
    Create Inspection
  • Action
    Create Instruction
    Create Instruction
  • Action
    Create Daily Log - Manpower Log
    Create Daily Log - Manpower Log
  • Action
    Create Observation
    Create Observation
  • Action
    Create Prime Contract Invoice
    Create Prime Contract Invoice
  • Action
    Create Project
    Create Project
  • Action
    Create Punch Item
    Create Punch Item
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create RFI
    Create RFI
  • Action
    Create Submittal
    Create Submittal
  • Action
    Create Sub Job - Project
    Create Sub Job - Project
  • Action
    Create Task
    Create Task
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Update Incident
    Update Incident
  • Action
    Update Daily Log - Manpower Log
    Update Daily Log - Manpower Log
  • Action
    Update Project Meeting
    Update Project Meeting
  • Action
    Update Purchase Order Contract
    Update Purchase Order Contract
  • Action
    Update Purchase Order Contract Line Item
    Update Purchase Order Contract Line Item
  • Action
    Update Submittal
    Update Submittal
  • Action
    Update Subcontract
    Update Subcontract
  • Action
    Create WBS Code
    Create WBS Code
  • Action
    Create Subcontract
    Create Subcontract

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