CompanyCam + JobTread

Create CompanyCam projects for new JobTread jobs

Boost your efficiency and always stay on top of new jobs with this seamless workflow. When a job is created in JobTread, it will automatically start a new project in CompanyCam. No more manual entry required, saving you time and ensuring every job is swiftly followed up with a new project in your workflow. Stay organized and keep your project pipeline flowing smoothly.

When this happens...
Job Created
Triggers when a job is created.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
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Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search
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
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- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- LabelsRequired
Trigger
Instant
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- 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.

Learn more

Related categories

Images & Design

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

CompanyCam + JobTread

Create CompanyCam projects for new JobTread jobs

Customer Contact Created

Customer Created

OrganizationRequired

Daily Log Created

OrganizationRequired

Document Created

OrganizationRequired

Document Updated

OrganizationRequired

File Updated

OrganizationRequired

Limit files updated to this type (optional)

Job Updated

OrganizationRequired

Task Updated

OrganizationRequired

Vendor Created

OrganizationRequired

Assign Access

AssigneeRequired

Target TypeRequired

Target IdRequired

Notify

Create Customer

OrganizationRequired

Add Customer Contact

Add Location

Add Files to Customer

Create Daily Log

OrganizationRequired

Job IDRequired

DateRequired

Notes

Notify assignees

Assignees

Create Location

OrganizationRequired

Account IDRequired

Location NameRequired

Location Address

Create Vendor

OrganizationRequired

Add Vendor Contact

Import Task Template

OrganizationRequired

Target TypeRequired

Target IdRequired

Task Template NameRequired

Start Date and Time

Notify

Update Customer

OrganizationRequired

Customer Id

Customer Name

This customer is taxable

Update Location

OrganizationRequired

Location IdRequired

Address

Name

Update Vendor

OrganizationRequired

Account Id

Vendor name

Find a Customer

OrganizationRequired

Customer Name

Find a Location

OrganizationRequired

Location Name

Find a Vendor

OrganizationRequired

Vendor Name

New Document

New Photo