CompanyCam + JobTread
Create new CompanyCam projects when JobTread customers are added
Effortlessly streamline your project management process with this workflow that connects JobTread and CompanyCam. When a new customer is created in JobTread, a project will be added in CompanyCam, ensuring your project information stays up-to-date across both platforms. This automation helps you save time, reduce manual tasks, and maintain consistency for better organization and efficiency.
Effortlessly streamline your project management process with this workflow that connects JobTread and CompanyCam. When a new customer is created in JobTread, a project will be added in CompanyCam, ensuring your project information stays up-to-date across both platforms. This automation helps you save time, reduce manual tasks, and maintain consistency for better organization and efficiency.
- When this happens...Customer Created
Triggers when a customer is created.
- automatically do this!Add Project
Creates a new project in your account.
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