CompanyCam + GoReminders

CompanyCam + GoReminders integrations

Create new projects in CompanyCam when new customers are added in GoReminders

When a new customer joins your services through GoReminders, this workflow creates a corresponding project in CompanyCam seamlessly. Enhancing your project management and client tracking, this automation swiftly links customer onboarding with project initiation. Make the most of your customer data while saving time and enhancing efficiency.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with GoReminders and CompanyCam

Discover other triggers and actions you can use with GoReminders and CompanyCam

New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
- First_name
  Required
- Last_name
- Email
- Phone
- Notes
- Reminder Preference (Message Type)
  Required
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 ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write

- Search By
  Required
Action
Search

Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
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

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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Related categories

Images & Design

About GoReminders

GoReminders is a scheduling and appointment reminder system with automated text reminders and email reminders for your clients.

HelpHelp

Related categories

Scheduling & Booking

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