CompanyCam + GoReminders

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 Customer
Triggers when a new customer is added.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

New Customer
Triggers when a new customer is added.
Trigger
Instant
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- First NameRequired
- 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 IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write

- Search ByRequired
Action
Search

Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
Try It
- LabelsRequired
Trigger
Instant
Try It
- 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

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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