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Procore integration

Lien waiver software that works alongside Procore

Keep running Procore for project management, scheduling, RFIs, and budgets. Run LienDone for the waiver loop your AP team handles every pay cycle. Two tools, one signed PDF per sub, zero new accounts for the subs themselves.

Pairs with Procore. Construction management platform.

What this is, in plain terms

Procore is the operating system for your projects. It owns the schedule, the RFIs, the daily logs, the budgets. If you already run it, you are not going to rip it out — and you should not. LienDone does not replace any of that.

LienDone is the focused lien waiver loop you bolt on next to Procore. Pull project and sub data from a Procore export, drop it into LienDone, send a tokenized signing link to each sub, and get a signed PDF back the same day. Your subs never create a Procore account, a Procore Pay account, or a LienDone account. They sign in two minutes on their phone.

Direct status note: a deeper, bidirectional Procore integration is on the LienDone roadmap. Today you connect the two tools with CSV exports from Procore's commitments and directory modules. A public REST API and webhooks for waiver events (sent, opened, signed, expired, voided) are on the near-term roadmap. Want a heads-up when the native Procore connector ships? The final CTA on this page joins that list.

What the LienDone + Procore loop covers

Pull subs from your Procore directory in one paste

Export the directory or commitments list from Procore, paste it into LienDone, and your sub roster is populated for every active project. Names, emails, contract amounts, license numbers — whatever fields you bring across, LienDone uses to pre-fill the statutory waiver text.

Send waivers with the same project + sub data Procore already has

Every signing link is pre-filled with the Procore project name, the sub's legal name, the through-date, and the payment amount. The sub does not type any of it. They open the link, check the form, sign. Two minutes.

Drop the signed PDF into your Procore project folder

When a waiver is signed, LienDone returns a signed PDF with an audit footer (IP, timestamp, signing token). Save it directly into the Procore project's documents folder under the right pay period. Your project engineers see waivers in the same place they already look.

Stop chasing waivers in Procore's email threads

Procore's tool routes waiver requests through your sub's Procore account. If the sub is not active in Procore, the request stalls. LienDone sends to whatever email address your sub actually checks — usually a Gmail or Yahoo address, not a Procore login.

Keep your billing exactly where it is

If you generate G702 and G703 in Procore, keep doing that. LienDone does not touch your pay app generation, your retention, or your accounting export. We handle the waiver step that hangs every cycle. Nothing else.

How the integration works today

Until the native Procore connector ships, this is the loop. It takes about 15 minutes the first time, then a few minutes per pay cycle.

  1. Export your project + sub data from Procore

    In Procore, open the project's Directory or Commitments tool. Export the sub list as CSV: company name, primary contact email, contract value, license number, address. If you only have a couple of subs, you can also just type them into LienDone — but the CSV path is faster for a 30-sub project.

  2. Create the project in LienDone and import the subs

    Add the project once. Paste or upload the CSV. LienDone matches sub fields to its directory and flags any duplicates against subs you already have on other projects. Your sub roster is now ready to receive waiver requests.

  3. Pick the waiver type and statutory form for the project's state

    Conditional progress, unconditional progress, conditional final, unconditional final. LienDone uses the verbatim statutory text for California (Civ. Code §§ 8132–8138), Texas (§ 53.284), and Nevada (NRS § 108.2457). For Florida, Georgia, Massachusetts, Michigan, Missouri, and Utah, the statutory citations are surfaced in the form metadata. For Mississippi and Wyoming, the notarization step is built in. Every other state uses a clean generic form pre-filled with the right project, sub, and through-date fields.

  4. Send the signing links

    Click send. Every sub gets an email with a tokenized link. No login. No Procore account. They open it on their phone, review the pre-filled waiver, sign, and submit. The first signed waiver usually lands back in your inbox within an hour.

  5. Save the signed PDFs into the Procore project folder

    Each signed waiver lands in LienDone with an audit footer (signer IP, timestamp, token). Download the PDFs and drop them into Procore's project documents under the matching pay period — or wait for the native connector to do the file-drop step automatically.

Common questions about LienDone with Procore

Not yet. A native Procore integration that pulls projects, commitments, and subs straight from your Procore tenant, and writes signed PDFs back into the Procore Documents tool, is on the roadmap. Today the connection is via CSV export from Procore into LienDone, plus a manual save of the signed PDF back into Procore. Webhooks for waiver events and a public REST API are on the near-term roadmap.

Run Procore for everything. Run LienDone for waivers.

Start free for 14 days. Send your first waiver today. Want to be first in line when the native Procore connector ships? Sign up and you are on the list.

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