DocuSign Procore

DocuSign + Procore Integrations

Put DocuSign + Procore to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DocuSign and Procore below — describe the exact one you want above and the Agent builds it on demand.

DocuSign + Procore When a new company vendor is created in Procore, send vendor agreements via Docusign.
Send envelopes for signature upon task completion When a contract review task is completed in Procore, automatically send an envelope for signature in DocuSign to the client. See details
Move project tasks when envelopes are fully signed When an envelope is signed in DocuSign, automatically move the corresponding project task in Procore to the next stage. See details
Add task notes when document signature is declined When an envelope is declined in DocuSign, automatically add a comment to the task in Procore so the team can follow up. See details

Browse the full workflow library →

Looking to achieve something else with DocuSign and Procore?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DocuSign and Procore

Everything DocuSign and Procore can do inside a workflow — the triggers that start one and the actions that run when it fires.

DocuSign Explore DocuSign →

Docusign is an electronic signature and digital agreement management platform that allows users to send, sign, and manage legal documents online.

Triggers
Click Agreed

Triggers when a recipient accepted a clickwrap agreement.

Click Declined

Triggers when a recipient declined a clickwrap agreement.

New Docusign Connect Event

Triggers when selected Docusign events occur.

Envelope Completed

Triggers when an envelope is completed.

Envelope Corrected

Triggers when an envelope is corrected.

Envelope Created

Triggers when an envelope is created.

Actions
Add Document to Workspace (For IAM Plans)

Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.

Add to Bulk Send List

Adds new recipients to an existing bulk send list.

Add User to Workspace (For IAM Plans)

Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.

Bulk Send Envelope From Template

Sends a template to multiple recipients using a bulk send list.

Create Bulk Send List

Creates a new bulk send list with multiple recipients.

Create Draft Signature Request

Creates a draft signature request.

Procore Explore Procore →

Procore is a cloud-based construction management software that connects project teams, operations, and financial workflows in one platform.

Triggers
New Change Event

Triggers when a new Change Event is added.

New Company Vendor

Triggers when a new company vendor is added.

New Coordination Issue

Triggers when a new Coordination Issue is added.

New Drawing

Triggers when a new drawing is added.

New Worker

Triggers when a new Worker is added.

New Form

Triggers when a new Form is created.

Actions
Create Worker - Company

Creates a new worker for a specific company.

Create Worker - Project

Creates a new worker for a specific project.

Create Bid Board Project

Creates a new Bid Board project.

Create Change Event

Creates a new change event.

Create Company Contact

Creates a new company contact.

Delete Company Document

Deletes a specific file by ID for a given company.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about DocuSign + Procore

Is there a pre-built DocuSign + Procore automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DocuSign and Procore's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DocuSign or Procore connector?

No. The Agent works whether or not DocuSign or Procore already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate Procore with DocuSign?

It ensures project workflows proceed smoothly without waiting on manual document dispatch, automatically linking contract status directly to project tasks.

Can signature events automatically update project tasks?

Yes, when an envelope is signed or declined in DocuSign, you can automatically update task statuses or add explanatory comments in Procore.

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