Automate Procore & DocuSign

Stop paying for mismatched spreadsheets. Sync data between Procore and DocuSign 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 ["Procore"]
        T1(["List company vendors"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["DocuSign"]
        A1(["Add Document to Workspace For IAM Plans"])
    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 Procore and DocuSign operate independently, project teams face significant delays in document signing processes. For instance, when a new project is created in Procore, the associated contract details need to be manually entered into DocuSign. This results in duplicated effort, where project managers spend hours transferring data such as project names, client information, and contract terms. Consequently, the construction team is left waiting for signed documents, delaying project timelines and increasing frustration.

Top Ways to Automate Procore & DocuSign

Automated Document Generation: Streamline the creation of contracts and agreements by automatically generating DocuSign documents from Procore project data, ensuring accuracy and saving time.
Real-Time Status Updates: Receive instant notifications in Procore when documents are signed in DocuSign, allowing for immediate action and reducing the risk of delays.
Centralized Document Management: Automatically sync signed documents back to Procore, ensuring all project stakeholders have access to the latest contracts and agreements in one centralized location.

How to Build the Procore → DocuSign Sync

Set up a webhook in Procore to listen for the 'New Project' event. This can be done by navigating to the Procore API settings and configuring the webhook endpoint.
Extract the relevant payload data from the webhook, specifically the project ID, project name, client email, and contract details.
Utilize the DocuSign REST API to create a new envelope. Make a POST request to the endpoint: https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes.
In the POST request body, include the extracted data in the following format: { "emailSubject": "Contract for {project_name}", "documents": [{ "documentBase64": "{base64_encoded_document}", "name": "Contract for {project_name}", "fileExtension": "pdf", "documentId": "1" }], "recipients": { "signers": [{ "email": "{client_email}", "name": "{client_name}", "recipientId": "1", "routingOrder": "1" }] }, "status": "sent" }.
Test the integration by creating a new project in Procore and verifying that the envelope is created in DocuSign with the correct details.

Developer Warnings & API Gotchas

Ensure that the project ID from Procore is correctly mapped to the corresponding envelope ID in DocuSign to avoid confusion during document tracking.
Be cautious with the email format; if the client email is not properly validated, DocuSign will reject the envelope creation request.
Consider the document format; if the contract is not correctly encoded in base64, the envelope will fail to generate, leading to delays in the signing process.

Supported API Operations

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

When this happens in Procore... List company vendors

Do this in DocuSign Add Document to Workspace (For IAM Plans)
When this happens in Procore... List of Admin - Company Offices

Do this in DocuSign Add User to Workspace (For IAM Plans)
When this happens in Procore... List of Admin - Form Template

Do this in DocuSign Add to Bulk Send List
When this happens in Procore... List of Admin - Programs

Do this in DocuSign Bulk Send Envelope From Template
When this happens in Procore... List of Admin - Project Bid Types

Do this in DocuSign Cancel Maestro Workflow Instance (For IAM Plans)

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