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Automate Procore with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Procore. It runs the Procore steps your team does by hand today, and connects it to Quickbooks, Salesforce, and Docusign. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Procore integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Procore and every tool it touches, including the screens with no API.

Building on the Procore API?Visit procore.com

How to automate Procore

  1. Connect Procore to Caddi

    Allow

    1Sign in to Procore

    One click with your own Procore login. No API keys.

  2. Automate sync project docs in Procore.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Procore integrations

Connect Procore with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Procore

Why teams automate Procore

Procore centralizes construction project management, but keeping its documents and data in sync with finance and CRM still takes manual effort. Caddi AI Agents learn those sync workflows from a screenshare and run them as verified code.

Re-keying project data between Procore and back-office tools is slow and error-prone. Caddi keeps documents and records aligned automatically and reaches the systems Procore does not connect to.

Loops Caddi runs against Procore

  • Sync project docs

    Recommended pattern
    1. Procore
    2. SharePoint
    3. DocuSign

    Caddi moves Procore project documents into the right systems and keeps them current.

  • Push project data to finance

    Recommended pattern
    1. Procore
    2. QuickBooks

    Caddi carries Procore cost and project data into accounting without re-keying.

  • Reach a system Procore cannot

    Recommended pattern
    1. Procore
    2. Salesforce

    Caddi automates a tool Procore has no connector for and hands the data back.

Where professional services teams use it

  • Inbound triage

    Watch Procore for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Procore in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Procore alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Procore update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Procore

Does Caddi have a real Procore integration?

Yes. Caddi runs verified code against Procore's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Procore is reviewed before it runs in production.

Do I need engineering help to automate Procore with Caddi?

No. You demonstrate the workflow, clicking through Procore the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Procore data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Procore, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Procore to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Procore, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Procore?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Procore

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See it on your stack

Ready to automate Procore?

Drop your work email and we'll show you Caddi running end-to-end against Procore and the rest of your stack.