ClaimWizard + CompanyCam

ClaimWizard + CompanyCam integrations

Create new CompanyCam projects when new clients are added in ClaimWizard

When a new client is added in ClaimWizard, this workflow will immediately create a corresponding project in CompanyCam. This seamless process not only saves time but also reduces the possibility of human error in manual transfers. Ensure all your vital client info is contained in all your essential applications with this effective automation.

When this happens...
New Client AddedTriggers when a new client is added.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with ClaimWizard and CompanyCam

Discover other triggers and actions you can use with ClaimWizard and CompanyCam

New Client Added
Triggers when a new client is added.
Trigger
Instant
Try It
Client Contact Updated
Triggers when a client contact is updated.
Trigger
Instant
Try It
- Honorific
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Full Name
- Organization Name
- Attention
- Email
- Email 2
- Phone Type
- Phone Number
- Phone Type 2
- Phone Number 2
- Phone Type 3
- Phone Number 3
- Mailing Address - Street
- Mailing Address - Street 2
- Mailing Address - City
- Mailing Address - State
- Mailing Address - Postal Code
- Mailing Address - Country
- Loss Address - Street
- Loss Address - Street 2
- Loss Address - City
- Loss Address - State
- Loss Address - Postal Code
- Loss Address - Country
- Date of Loss (MM/DD/YYYY)
- Description of Loss
- Insurance Carrier
- Claim Number
- Policy Number
- Note
- Note 2
- Note 3
Action
Write
New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It
New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
Try It

New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project ID
  Required
- Checklist Template Id
  Required
Action
Write

- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

New Client Contact
Triggers when a new client contact is added.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Labels
  Required
Trigger
Instant
Try It
- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?
  Required
- Project ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

About ClaimWizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

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Related categories

CRM (Customer Relationship Management)

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.

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Related categories

Images & Design