DocuSign and Procore Official integrations and automations

Seamlessly connect DocuSign and Procore Official. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • Any other trigger you can think up

Procore Official
  • New event Real-time
    New events in Procore
  • New record
    New record in Procore
  • New/updated record
    New or updated record in Procore

    • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create draft envelope from template
    Create draft envelope from template in DocuSign
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • Get envelope
    Get envelope in DocuSign
  • Get envelope recipients
    Get recipients for envelope in DocuSign
  • Get template
    Get template in DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • List envelopes Batch
    List envelopes in DocuSign
  • List templates Batch
    List templates in DocuSign
  • Resend envelope
    Resend envelope in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Send envelope by ID
    Send envelope in DocuSign
  • Void envelope
    Void envelope in DocuSign

    • Any other action you can think up

Procore Official
  • Custom action
    Custom action in Procore Official (Custom)
  • Add record to project
    Add record to project in Procore
  • Create record
    Create record in Procore
  • Delete record
    Delete record in Procore
  • Get PDF content
    Get PDF content in Procore
  • Get record details by ID
    Get record details by ID in Procore
  • List company Folders and Files
    Return a list of Folders and Files associated with a specific Company.
  • List folders and files
    List folders and files in Procore
  • Remove/delete record from project
    Remove or delete record from project in Procore
  • Search records
    Search records in Procore
  • Send invite to company user
    Send invite to company user in Procore
  • Sync records
    Create or update records in batch in Procore
  • Update record
    Update record in Procore

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation