CompanyCam
Create checklists from templates for new projects in CompanyCam
Stay organized and efficient with this workflow that springs into action as soon as a new project is established in your CompanyCam app. Without lifting a finger, it will create a fresh checklist from a template in the same app, ensuring you have a clear and comprehensive task list right from the start. Streamline your project management process and keep on top of critical tasks with this automatic setup.
Stay organized and efficient with this workflow that springs into action as soon as a new project is established in your CompanyCam app. Without lifting a finger, it will create a fresh checklist from a template in the same app, ensuring you have a clear and comprehensive task list right from the start. Streamline your project management process and keep on top of critical tasks with this automatic setup.
- When this happens...
New ProjectTriggers when you add a new project.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Checklist From Template
Creates a new checklist on a project from a template
ActionWriteCreate a new record or update an existing record in your app.
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Checklist Completed
Triggers when a checklist is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Image URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Street Address 1
Street Address 2
City
State
Postal Code
Unique External ID
Primary Contact Name
Primary Contact Email
Primary Contact Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Overwrite Existing Note?Required
Project IDRequired
Project NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Project NameRequired
Street Address 1
Street Address 2
City
State
Postal Code
Unique External ID
Primary Contact Name
Primary Contact Email
Primary Contact Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Document
Triggers when a document is added to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Photo
Triggers when a new photo is added to a company project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Checklist Template IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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- Upload new CompanyCam projects to Google Drive as files
Related Zap Templates
- Add CompanyCam projects for new prospects in AccuLynx
- Add labels to new CompanyCam projects instantly with this workflow
- Add new Jobber requests to CompanyCam as projects
- Create new CompanyCam projects from new ServiceTitan appointments
- Send Slack channel messages when new photos are uploaded in CompanyCam
- Create new projects in CompanyCam from new submissions in Jotform
- Create CompanyCam projects from new Microsoft Outlook calendar events
- Create new tasks in ClickUp for new projects in CompanyCam
- Create new CompanyCam projects from new Roofr leads
- Create or update projects in CompanyCam for new or updated estimates in LMN
- Create new CompanyCam projects from new or updated Google Calendar events
- Upload new CompanyCamp photos to Box
- Send Slack notifications when new projects are created in CompanyCam
- Find files in magicplan and add photos to CompanyCam when new projects are exported in magicplan
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- Create CompanyCam projects from new ServiceTitan jobs
- Create contacts in JobNimbus for new projects in CompanyCam
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- Create new Pipedrive deals for CompanyCam projects as they're added
- Upload new CompanyCam documents to OneDrive as files
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- Create CompanyCam projects from new SurveyMonkey responses with answers
- Create CompanyCam projects from new Qualtrics survey responses
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- Upload new CompanyCam photos to Google Drive
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- "create new CompanyCam projects when proposals are accepted in DripJobs"
- Create projects in CompanyCam from newly updated deal stages in HubSpot
- Create new CompanyCam projects when new clients are added in ClaimWizard
- Create posts in Google Business Profile from newly tagged photos in CompanyCam
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- Add CompanyCam projects from newly updated monday.com boards
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- Send new CompanyCam photos as emails in Microsoft Outlook
- Create or update Vtiger CRM contacts from new CompanyCam photos
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- Create new Google Drive folders for every new CompanyCam project
- Schedule new on-site estimates in DripJobs and add projects in CompanyCam automatically
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- Label new projects in CompanyCam and create jobs in JobTread instantly
- Add Trello cards for new CompanyCam projects
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- Create detailed Google Calendar events for newly labeled CompanyCam projects
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- Create Facebook Pages posts from newly tagged CompanyCam photos
- Create checklists from templates in CompanyCam for every new project