CompanyCam + CompanyCam

CompanyCam + CompanyCam integrations

Create checklists from templates in CompanyCam for every new project

Maintain efficiency in your project management within CompanyCam using this workflow. Whenever a new project is initiated, a checklist from your pre-set template is instantly created, eliminating the need for manual setup. This results in more focused attention on important tasks and leads to a smoother project execution, confirming that no step is overlooked.

When this happens...
New ProjectTriggers when you add a new project.
TriggerInstant
automatically do this!
Create Checklist From TemplateCreates a new checklist on a project from a template
ActionWrite

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Discover other triggers and actions you can use with CompanyCam

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- Tags
  Required
Trigger
Instant
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- 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

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

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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Create checklists from templates in CompanyCam for every new project

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