Procore + DocuSign Integration | Streamline Construction Document Signing

Explore Triggers and Actions

New Change Order Package Event (Instant)

Trigger new event when a new change order package event is created.

New Commitment Change Order Event (Instant)

Trigger new event when a new commitment change order event is created.

New Event (Instant)

Trigger new event depending on the resource name selected.

New Prime Contract Event (Instant)

Trigger new event when a new prime contract event is created.

New RFI Event (Instant)

Trigger new event when a new RFI event is created.

New Purchase Order Event (Instant)

Trigger new event when a new purchase order event is created.

New Submittal Event (Instant)

Trigger new event when a new submittal event is created.

New Timecard Entry Event (Instant)

Trigger new event when a new timecard entry 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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