CompanyCam + JobTread integrations
Create new customers in JobTread for each new project in CompanyCam
Start a new project in CompanyCam and create corresponding customer profiles in JobTread seamlessly with this workflow. It accurately transfers the details from one platform to the other, cutting down on administrative tasks and data entry errors. Improve project management and customer communications all in one go with this efficient process.
- When this happens...New ProjectTriggers when you add a new project.
- automatically do this!Create CustomerCreate a new customer including optional contacts, locations, and jobs.
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More things you can do with CompanyCam and JobTread
Discover other triggers and actions you can use with CompanyCam and JobTread
- Checklist Completed
Triggers when a checklist is completed.
Try ItTriggerInstant - TagsRequired
Try ItTriggerInstant- LabelsRequired
Try ItTriggerInstant- Project IDRequired
- Image URLRequired
ActionWrite
- New Document
Triggers when a document is added to a project.
Try ItTriggerInstant - New Photo
Triggers when a new photo is added to a company project.
Try ItTriggerInstant - New Project
Triggers when you add a new project.
Try ItTriggerInstant - Project IDRequired
- Checklist Template IdRequired
ActionWrite
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.
Related categories
Related categories
Related Zap Templates
- Create new projects in CompanyCam when jobs are created in JobTread
- Create new CompanyCam projects when JobTread customers are added
- Create CompanyCam projects for new JobTread jobs
- Create new CompanyCam projects when customers are created in JobTread
- Label new projects in CompanyCam and create jobs in JobTread instantly



