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AccuLynx + CompanyCam

Add CompanyCam projects for new prospects in AccuLynx

Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.

Currently, Acculynx users must create a prospect in Acculynx and also create a project in CompanyCam. With this integration active, when a new prospect is added in Acculynx, a corresponding project will be created in CompanyCam. Automating this through Zapier allows users of the two platforms to cut out manual steps, save time, and get more consistent data.

  1. When this happens...
    AccuLynxAccuLynx
    List of Jobs by Milestone

    Get a list of current jobs by Milestone.

    TriggerScheduled
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project

    Creates a new project in your account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • First nameRequired

    • Last name

    • Company name

    • Phone Number 1

    • Phone Extension 1

    • Phone Type 1

    • Phone Number 2

    • Phone Extension 2

    • Phone Type 2

    • Phone Number 3

    • Phone Extention 3

    • Phone Type 3

    • Email Address

    • Cross Reference

    • Job Category

    • Work Type

    • Street

    • Street 2

    • City

    • State

    • Zip Code

    • Country

    • Priority

    • Notes

    • Sales Person

    • Initial Appointment

    • Trade Types

    Action
    Write
  • CompanyCam triggers, actions, and search

    New Document

    Triggers when a document is added to a project.

    Trigger
    Instant
    Try It
  • CompanyCam triggers, actions, and search

    New Photo

    Triggers when a new photo is added to a company project.

    Trigger
    Instant
    Try It
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About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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