Automate Procore & PandaDoc

Stop paying for mismatched spreadsheets. Sync data between Procore and PandaDoc 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 ["PandaDoc"]
        A1(["Create Attachment"])
    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 PandaDoc operate independently, project managers often face the challenge of inconsistent project data. For instance, when a new project is created in Procore, the project details such as name, budget, and deadlines must be manually entered into PandaDoc for contract generation. This manual entry can lead to errors, such as incorrect budget figures or missed deadlines, resulting in wasted hours for the project management team who must verify and correct these discrepancies before proceeding with contracts.

Top Ways to Automate Procore & PandaDoc

Automated Document Generation: Instantly generate contracts and project documents in PandaDoc using data from Procore, ensuring accuracy and saving time on manual entry.
Real-Time Status Updates: Automatically sync project updates from Procore to PandaDoc, keeping all stakeholders informed and aligned without the need for repetitive status meetings.
Streamlined Approval Processes: Facilitate quicker approvals by automatically routing documents for signature in PandaDoc based on project milestones tracked in Procore, reducing bottlenecks and enhancing project flow.

How to Build the Procore → PandaDoc Sync

Set up a webhook in Procore to listen for the 'New Project' event. This will trigger whenever a new project is created.
Configure the webhook to send a payload containing the project ID, name, budget, and deadlines to your integration layer.
In your integration layer, extract the relevant data from the Procore webhook payload. Specifically, focus on the fields: project_id, project_name, project_budget, and project_deadline.
Use the extracted data to construct a POST request to the PandaDoc API endpoint https://api.pandadoc.com/public/v1/documents.
In the POST request, include the necessary headers for authentication and content type, and format the body to include the project details in the required structure for PandaDoc.
Test the integration to ensure that new projects in Procore automatically create corresponding documents in PandaDoc without manual entry.

Developer Warnings & API Gotchas

Ensure that the project budget in Procore is formatted as a number without currency symbols, as PandaDoc requires a numeric value for financial fields.
Pay attention to the date format when passing deadlines from Procore to PandaDoc; they must be in ISO 8601 format (YYYY-MM-DD) to avoid parsing errors.
Be cautious with the project ID mapping; if the ID is not passed correctly, it could lead to document misalignment in PandaDoc, making it difficult to track back to the original Procore project.

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 PandaDoc Create Attachment
When this happens in Procore... List of Admin - Company Offices

Do this in PandaDoc Create Document
When this happens in Procore... List of Admin - Form Template

Do this in PandaDoc Create or Update Contact
When this happens in Procore... List of Admin - Programs

Do this in PandaDoc Send Document

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