CompanyCam + MaintainX

Create new projects in CompanyCam from new work orders in MaintainX

Keep your projects organized without the manual work. With this workflow, whenever a new work order is created in MaintainX, it will create a project in CompanyCam. This ensures consistent information across platforms, providing a seamless way to manage all your work orders and related projects. Don't juggle between apps, let this automation keep everything streamlined and efficient.

When this happens...
New Work Order
Triggers when a new work order is created.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
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- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- ConversationRequired
- ContentRequired
Action
Write
- TitleRequired
- Description
- Priority
- due date
- start date
- users
- teams
- procedure template
- location
- asset
- categories
Action
Write
- Entity TypeRequired
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

New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
- work orderRequired
- Choose Existing Categories To AddRequired
Action
Write
- work orderRequired
- ContentRequired
Action
Write
- TitleRequired
- Description
- Priority
- location
Action
Write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
Try It
- LabelsRequired
Trigger
Instant
Try It
- 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 MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

Learn more

Related categories

Task Management

CompanyCam + MaintainX

Create new projects in CompanyCam from new work orders in MaintainX

Supported triggers and actions

New Category on Work Order

Work Order Status Change

Create New Message

Create Work Order

Find an Entity

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New Work Order

Add Existing Categories to a Work Order

Create Work Order Comment

Create Work Request

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

About CompanyCam

Related categories

About MaintainX

Related categories