CompanyCam + FieldPulse
Add new projects in CompanyCam for every new customer in FieldPulse
Start managing your new clients efficiently with this handy workflow. When a new customer is added in FieldPulse, it will immediately create a project in CompanyCam. Stay organized and ensure no client data is missed or lost. This easy process helps keep your business operations smooth and seamless.
Start managing your new clients efficiently with this handy workflow. When a new customer is added in FieldPulse, it will immediately create a project in CompanyCam. Stay organized and ensure no client data is missed or lost. This easy process helps keep your business operations smooth and seamless.
- When this happens...New Customer
Trigger when a new customer is added.
- automatically do this!Add Project
Creates a new project in your account.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
Trigger when a new customer is added.
Try ItJob Id
FileRequired
FilenameRequired
Customer IdRequired
Job TitleRequired
Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
Notes
Search Value
Customer Id
FileRequired
FilenameRequired
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip Code
Notes
First NameRequired
Last Name
Email
Phone
City
State
Zip Code
Address
Notes
Job Notes
Search by text
Job ID
Customer ID
Project ID
Project Name
Job Start Date
Job End Date
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.
Related categories
About FieldPulse
FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.