CompanyCam + Invoice2go

CompanyCam + Invoice2go integrations

Create new Invoice2go clients from new CompanyCam projects

Bridge the gap between CompanyCam and Invoice2go effortlessly. Every time a new project starts in CompanyCam, a matching client is conveniently set up in Invoice2go. This workflow minimizes manual data entry, guaranteeing precise and instant replication of your project details. Benefit from a more streamlined project management and invoicing system.

When this happens...
New ProjectTriggers when you add a new project.
TriggerInstant
automatically do this!
Create ClientCreate a client in Invoice2go
ActionWrite

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More things you can do with CompanyCam and Invoice2go

Discover other triggers and actions you can use with CompanyCam and Invoice2go

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

- Name
- Code
- Description
- Rate
- Taxable
- Cost
- Type
Action
Write

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
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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
- First name
- Last name
  Required
- Middle name(s)
- Company name
- Country
- State
- County
- City
- District
- Street
- House Number
- Postal Code
- Longitude
- Latitude
- Email
- Phone
- Mobile
- Website
- Terms
- Notes
- Tax Number
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 Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create new Invoice2go clients from new CompanyCam projects

Related Zap Templates

Create new Invoice2go clients from new CompanyCam projects