CompanyCam + CompanyCam

CompanyCam + CompanyCam integrations

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.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with CompanyCam

Discover other triggers and actions you can use with CompanyCam

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

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.

Learn moreLearn moreHelpHelp

Related categories

Images & Design

CompanyCam + CompanyCam

CompanyCam + CompanyCam

Create checklists from templates for new projects in CompanyCam

More things you can do with CompanyCam

Related Zap Templates

Related Zap Templates