CompanyCam + Housecall Pro

CompanyCam + Housecall Pro integrations

Label projects in CompanyCam and create new customers in Housecall Pro

Stay organized and efficient by labeling projects in CompanyCam and instantly creating a corresponding customer in Housecall Pro. This useful workflow ensures no details get lost in the shuffle and customers are promptly added in Housecall Pro whenever a new project label is created in CompanyCam. Spend less time on manual data entry and more time focusing on projects that matter.

When this happens...
Project LabeledTriggers when a project is labeled.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer
ActionWrite

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More things you can do with CompanyCam and Housecall Pro

Discover other triggers and actions you can use with CompanyCam and Housecall Pro

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
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- 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

New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
Try It

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
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
New Completed Job
Triggers when a job is completed.
Trigger
Polling
Try It
- First name
  Required
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
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.

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Related categories

Images & Design

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

HelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create new CompanyCam projects for every new scheduled job in Housecall Pro

Create new CompanyCam projects from completed Housecall Pro jobs