Procore + DocuSign Integration | Streamline Construction Document Signing

Explore Triggers and Actions

Budget Snapshot Event (Instant)

Triggers an event each time a Budget Snapshot is created, updated, or deleted in a project.

Commitment Change Order Event (Instant)

Triggers an event each time a Commitment Change Order is created, updated, or deleted in a project.

New Event (Instant)

Triggers an event for each webhook notification.

Prime Contract Change Order Event (Instant)

Triggers an event each time a Prime Contract Change Order is created, updated, or deleted in a project.

Purchase Order Event (Instant)

Triggers an event each time a Purchase Order is created, updated, or deleted in a project.

RFI Event (Instant)

Triggers an event each time a RFI is created, updated, or deleted in a project.

Prime Contract Event(Instant)

Triggers an event each time a Prime Contract is created, updated, or deleted in a project.

Submittal Event (Instant)

Triggers an event each time a Submittal is created, updated, or deleted in a project.

New Budget Snapshot Event (Instant)

Trigger new event when a new budget snapshot event is created.

Create Draft

Create and send an envelope, or create a draft envelope.

Create Signature Request

Creates a signature request from a template

Download Documents

Download the documents of an envelope to the /tmp directory.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Procore and Docusign?

The Procore and DocuSign integration empowers construction teams to send, sign, and manage contracts and documents directly within Procore’s platform. By combining Procore’s project management capabilities with DocuSign’s secure eSignature technology, teams can reduce paperwork delays, improve compliance, and keep projects moving forward with ease.

Frequently asked questions

What benefits does the Procore and DocuSign integration offer?

This integration simplifies the signing process by enabling users to send and receive legally binding eSignatures without leaving Procore. It reduces turnaround times, minimizes errors, and enhances document tracking and security.

How do I send a document for signature using the integration?

Within Procore, select the document you need signed, then choose the DocuSign option to prepare and send it for signature. Recipients will receive an email to review and sign electronically, with status updates visible in Procore.

Is the integration secure and compliant with industry standards?

Yes, DocuSign adheres to strict security protocols and complies with global eSignature laws such as ESIGN and UETA, ensuring your documents are legally binding and protected throughout the signing process.

Can I track the status of documents sent for signature?

Absolutely. The integration provides real-time status updates within Procore, so you can monitor when documents are sent, viewed, signed, or completed without switching platforms.

Do I need separate accounts for Procore and DocuSign to use the integration?

Yes, users must have active accounts on both Procore and DocuSign. Once connected, the integration allows seamless interaction between the two platforms.

Procore and Docusign Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Docusign?

Frequently asked questions

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