Connect CompanyCam and Microsoft Excel to power AI-driven automation

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Choose an Action

Launch your first automated workflow

Start with a template that brings CompanyCam and Microsoft Excel together. Build enterprise-grade automation in minutes.

Our most popular template

Create new CompanyCam projects from new rows in your Microsoft Excel table
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Microsoft Excel + CompanyCam
Create new rows in Microsoft Excel for every new project in CompanyCam
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CompanyCam + Microsoft Excel
Add new labeled projects in CompanyCam to Microsoft Excel as rows
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CompanyCam + Microsoft Excel
Create spreadsheets in Microsoft Excel for new projects in CompanyCam
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CompanyCam + Microsoft Excel
Update rows in Microsoft Excel and add projects to CompanyCam
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Microsoft Excel + CompanyCam

Create new CompanyCam projects from new rows in your Microsoft Excel table

Details

Try it

Microsoft Excel + CompanyCam

Create new rows in Microsoft Excel for every new project in CompanyCam

Details

Try it

CompanyCam + Microsoft Excel

Add new labeled projects in CompanyCam to Microsoft Excel as rows

Details

Try it

CompanyCam + Microsoft Excel

Create spreadsheets in Microsoft Excel for new projects in CompanyCam

Details

Try it

CompanyCam + Microsoft Excel

Update rows in Microsoft Excel and add projects to CompanyCam

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Microsoft Excel + CompanyCam

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CompanyCam with Microsoft Excel - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Checklist Completed" from CompanyCam.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects CompanyCam and Microsoft Excel, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

New Document
Triggers when a document is added to a project.
Trigger
Instant
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New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
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New Project
Triggers when you add a new project.
Trigger
Instant
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- Project ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

For AI agents & developers

Use CompanyCam and Microsoft Excel with AI agents and code

Beyond Zap workflows. Call CompanyCam and Microsoft Excel actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose CompanyCam and Microsoft Excel actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Photo
Add Row

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger CompanyCam and Microsoft Excel actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* companycam / excel action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use CompanyCam and Microsoft Excel

Track new project data in a spreadsheet

Automatically log every new project added in CompanyCam to a Microsoft Excel spreadsheet. This ensures you have a centralized record of all company projects, helping you monitor progress, allocate resources, or generate reports without repetitive data entry.

Business Owner

Try it

Sync tagged photos to Excel

Whenever a photo is tagged in a CompanyCam project, Zapier ensures the photo's metadata is added to a Microsoft Excel spreadsheet. This workflow is ideal for IT teams managing visual records for audits or compliance.

Try it

Document project checklists in Excel

When a checklist is completed in CompanyCam, Zapier will record its details in a Microsoft Excel spreadsheet. This ensures the project manager has up-to-date records of task status for reporting or analyzing team productivity.

Project Management

Try it

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your CompanyCam to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Connect CompanyCam and Microsoft Excel to power AI-driven automation

Launch your first automated workflow

Create new CompanyCam projects from new rows in your Microsoft Excel table

Create new rows in Microsoft Excel for every new project in CompanyCam

Add new labeled projects in CompanyCam to Microsoft Excel as rows

Create spreadsheets in Microsoft Excel for new projects in CompanyCam

Update rows in Microsoft Excel and add projects to CompanyCam

Create new CompanyCam projects from new rows in your Microsoft Excel table

Create new rows in Microsoft Excel for every new project in CompanyCam

Add new labeled projects in CompanyCam to Microsoft Excel as rows

Create spreadsheets in Microsoft Excel for new projects in CompanyCam

Update rows in Microsoft Excel and add projects to CompanyCam

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use CompanyCam and Microsoft Excel with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use CompanyCam and Microsoft Excel

Track new project data in a spreadsheet

Sync tagged photos to Excel

Document project checklists in Excel

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Make work flow with AI

Connect CompanyCam to Microsoft Excel on the world's largest no-code automation platform