Automate Procore with Caddi
Built for professional services teams.
Procore centralizes construction project management, but keeping its documents and data in sync with finance and CRM still takes manual effort. Caddi learns those sync workflows from a screenshare and runs them as verified code.
Automating Procore takes one screenshare.
Show Caddi the Procore workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Procore task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Procore
Why teams automate Procore
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- Procore
SharePoint- DocuSign
Caddi moves Procore project documents into the right systems and keeps them current.
Push project data to finance
Recommended pattern- Procore
- QuickBooks
Caddi carries Procore cost and project data into accounting without re-keying.
Reach a system Procore cannot
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Procore with no model in the loop.
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.
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.