Posts Tagged "Integrations"

3 posts found

DocuSign Automation: The Signature Is Only the Middle Step

April 23, 2026 • Oscar ONeill

DocuSign signs the document. The real workflow — generating the right contract, routing it, tracking status, and turning a signed PDF into updated CRM, accounting, and project records — is what actually eats the day.

Automation Integrations DocuSign

Connecting Procore to Your Construction ERP: Field to Office Sync

January 27, 2026 • Oscar ONeill

How to bridge the gap between Procore and legacy ERPs like Sage 300 CRE or Viewpoint Vista without expensive middleware.

Construction Automation Integrations

File-Based Integration: The Forgotten Art of Connecting Legacy Software

January 21, 2026 • Oscar ONeill

When APIs don't exist, file-based integration still works. How to build reliable automated workflows using CSV, XML, and pickup directories.

Legacy Software Integrations