CompanyCam + Followup CRM

Upload new CompanyCam documents to Followup CRM projects

Enhance your project management efficiency by connecting your CompanyCam and Followup CRM systems. This workflow gets activated when a new document is generated in CompanyCam, and it promptly adds this file to a corresponding project in Followup CRM. This seamless process eradicates manual uploading, giving you more time to focus on vital project tasks. Expedite your operations by bridging these two apps, thereby fostering greater productivity.

When this happens...
New Document
Triggers when a document is added to a project.
TriggerInstant
automatically do this!
Upload File to Project
Upload a document or image file in a specific project
ActionWrite

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Supported triggers and actions

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
Try It
- LabelsRequired
Trigger
Instant
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- Project IDRequired
- Image URLRequired
Action
Write
- 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
Action
Write

- Overwrite Existing Note?Required
- Project IDRequired
- Project NoteRequired
Action
Write
- 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
Action
Search or write

Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
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Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
Create Company
Create a Company
Action
Write
Create Project
Zap Project in Followup CRM OA Testing team
Action
Write
- uuidRequired
- Hail ImpactRequired
Action
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 IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search
Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Folder
- Include folders in subfolders
Trigger
Instant
Try It
Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Create Company Contact
Create Company Contact
Action
Write
- Project IDRequired
- Company IDRequired
- Contact ID
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write
- Project
- Project NameRequired
- Help TextRequired
- FileRequired
Action
Write

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 more

Related categories

Images & Design

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CompanyCam + Followup CRM

Upload new CompanyCam documents to Followup CRM projects

Supported triggers and actions

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

Company Updated

Contact Updated

New File in Folder

New or Updated File

Create Company

Create Project

Hail Impact

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Company Created

Contact Created

Project Created

New Folder

Project Updated

Create Company Contact

Create Project Company Contact

Upload File to Project

About CompanyCam

Related categories

About Followup CRM

Related categories

Similar apps

Zapier Interfaces