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CompanyCam + ServiceTitan

Create new CompanyCam projects from new ServiceTitan appointments

Enhance your project management process with this workflow. When a new appointment is scheduled in ServiceTitan, a corresponding project is instantly created in CompanyCam. This seamless automation ensures that all your recent appointments are easily accessible as projects on CompanyCam, eliminating the need for manual data entry and providing an organized and efficient way to manage your service projects.

Enhance your project management process with this workflow. When a new appointment is scheduled in ServiceTitan, a corresponding project is instantly created in CompanyCam. This seamless automation ensures that all your recent appointments are easily accessible as projects on CompanyCam, eliminating the need for manual data entry and providing an organized and efficient way to manage your service projects.

  1. When this happens...
    ServiceTitanServiceTitan
    New Appointment

    Triggers when there's a new appointments.

    TriggerPolling
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project

    Creates a new project in your account.

    ActionWrite
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Supported triggers and actions

    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Project Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Polling
    Try It
    • Booking ProviderRequired

    Trigger
    Polling
    Try It
    • Modified On Or After

    • Modified Before

    • Active

    Trigger
    Polling
    Try It
    • Employee Ids (maximum 50)

    • Employee name

    • Employee active

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
    • Appointments IDs (maximum 50)

    • Job Id

    • Project Id

    • Appointment Number

    • Appointment Status

    • Technician Id

    • Customer Id

    • Appointments starts on or after

    • Appointments starts before

    • Appointments modified before

    • Appointments modified on or after

    • Appointments created on or after

    • Appointments created before

    Trigger
    Polling
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    • Tag Type Match Condition

    Trigger
    Polling
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
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About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Related categories

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About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Triggers & Actions