SyncMatrix.
PandaDoc logo + Procore logo

Automate PandaDoc & Procore

Stop paying for mismatched spreadsheets. Sync data between PandaDoc 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 ["PandaDoc"]
        T1(["Document Completed"])
    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 Pandadoc and Procore operate independently, construction teams often face delays in contract execution. For instance, when a contract is signed in Pandadoc, the project management team must manually enter contract details into Procore, such as project IDs and client information. This not only consumes valuable time but also increases the risk of human error, leading to discrepancies in project timelines and budgets. As a result, project managers and administrative staff waste hours on redundant data entry instead of focusing on critical project tasks.

Top Ways to Automate PandaDoc & Procore

  • Automated Document Generation: Instantly generate and send contracts and proposals from PandaDoc directly within Procore, ensuring that all project stakeholders have access to the latest documents without manual intervention.
  • Real-Time Status Updates: Automatically sync project updates between PandaDoc and Procore, allowing teams to track the status of contracts and approvals in real-time, reducing the risk of miscommunication.
  • Centralized Reporting: Consolidate data from both platforms into a single dashboard, enabling comprehensive reporting on contract performance and project progress, which aids in informed decision-making.

How to Build the PandaDoc → Procore Sync

  1. Set up a webhook in Pandadoc to listen for the 'document.signed' event. This webhook will trigger when a document is signed.
  2. Configure the webhook to send a payload containing relevant data such as 'document_id', 'recipient_email', and 'project_id' to your integration endpoint.
  3. At your integration endpoint, extract the 'document_id' and 'project_id' from the webhook payload.
  4. Use the Procore API to create a new contract entry. Send a POST request to the endpoint https://api.procore.com/vapid/contracts.
  5. In the POST request body, include the extracted 'project_id' and any other necessary fields such as 'contract_details' and 'recipient_email' formatted in JSON.
  6. Verify the response from Procore to ensure the contract was created successfully and log any errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the 'project_id' extracted from Pandadoc matches an existing project in Procore; otherwise, the contract creation will fail.
  • Be cautious with the data types in your JSON payload; Procore may require specific formats for dates and numbers that differ from those in Pandadoc.
  • Check the permissions set on the Procore API token; insufficient permissions can lead to failed API calls when attempting to create contracts.

Supported API Operations

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

  • When this happens in PandaDoc... Document Completed
    Do this in Procore Create Bid Board Project
  • When this happens in PandaDoc... Document Paid
    Do this in Procore Create Budget Change
  • When this happens in PandaDoc... Document Sent
    Do this in Procore Create Budget Line Item
  • When this happens in PandaDoc... Document Status Changed
    Do this in Procore Create Call Log
  • When this happens in PandaDoc... Fetch Custom Actions
    Do this in Procore Create Catalog Item

SyncMatrix Experts

Available for Hire

We are an AI-powered automation team. We build custom, reliable API workflows that eliminate manual data entry.

Speak with an Integration Architect

We build custom API workflows that don't hit rate limits.

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