SyncMatrix.
DocuSign logo + Procore logo

Automate DocuSign & Procore

Stop paying for mismatched spreadsheets. Sync data between DocuSign and Procore in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["DocuSign"]
        T1(["Brand Created"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Procore"]
        A1(["Create Bid Board Project"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Docusign and Procore operate in isolation, critical data such as signed contract statuses and project timelines can fall out of sync. For instance, when a contract is signed in Docusign, the project management team must manually enter the updated status into Procore, leading to potential delays in project initiation. This manual entry not only consumes valuable time for project managers but also increases the risk of human error, resulting in misaligned project schedules and budget forecasts.

Top Ways to Automate DocuSign & Procore

  • Automated Contract Management: Streamline the contract lifecycle by automatically sending documents from Procore to DocuSign for signatures, ensuring that all parties are notified and reducing the time spent on manual follow-ups.
  • Real-Time Status Updates: Receive instant notifications in Procore when a document is signed in DocuSign, allowing teams to stay informed and make timely decisions without the need for constant checking.
  • Seamless Document Tracking: Automatically sync signed documents back into Procore, ensuring that all project stakeholders have access to the latest versions and maintaining compliance with regulatory requirements.

How to Build the DocuSign → Procore Sync

  1. Set up a webhook in Docusign to listen for the 'EnvelopeSigned' event. This will trigger when a recipient signs a document.
  2. Configure the webhook to send a payload containing essential data such as 'envelopeId', 'recipientEmail', and 'status' to your integration endpoint.
  3. In your integration service, capture the webhook payload and extract the 'envelopeId' and 'recipientEmail'.
  4. Use the Procore REST API to insert the signed contract status. Make a POST request to the endpoint: https://api.procore.com/vapid/projects/{project_id}/contract_statuses.
  5. In the POST request body, include the extracted data in the following format: { "contract_status": { "envelope_id": "{envelopeId}", "recipient_email": "{recipientEmail}", "status": "Signed" } }.
  6. Test the integration by signing a document in Docusign and verifying that the contract status updates in Procore as expected.

Developer Warnings & API Gotchas

  • Ensure that the 'envelopeId' in the Docusign payload matches the correct project in Procore; otherwise, the contract status will be associated with the wrong project.
  • Be aware that Procore may require additional fields in the contract status payload, such as 'project_id' or 'user_id', which must be included to avoid API errors.
  • Check the data types of the fields being sent to Procore; for instance, if 'status' is expected as a string but is sent as a boolean, the API call will fail.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in DocuSign... Brand Created
    Do this in Procore Create Bid Board Project
  • When this happens in DocuSign... Click Agreed
    Do this in Procore Create Budget Change
  • When this happens in DocuSign... Click Declined
    Do this in Procore Create Budget Line Item
  • When this happens in DocuSign... Envelope Completed
    Do this in Procore Create Call Log
  • When this happens in DocuSign... Envelope Corrected
    Do this in Procore Create Catalog Item

SyncMatrix Experts

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I can see you're looking at mapping DocuSign to Procore. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?