CompanyCam + Markate

Schedule work orders in Markate and add new projects in CompanyCam

Stay organized and boost efficiency with this workflow that connects Markate and CompanyCam. When a work order is scheduled in the Markate app, a corresponding project is instantly created in CompanyCam. This automation not only saves time but also ensures that every scheduled work order in your Markate database is systematically transformed into a project in CompanyCam, providing a seamless transition and effective project tracking.

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

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Supported triggers and actions

New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
Try It
New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It

- Customer TypeRequired
- First NameRequired
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer TypeRequired
- NameRequired
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It
New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
Try It
New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search

New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- NameRequired
Action
Write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- 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 Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

Learn more

Related categories

CRM (Customer Relationship Management)

CompanyCam + Markate

Schedule work orders in Markate and add new projects in CompanyCam

Supported triggers and actions

New Call From Kate-Ai Receptionist

New Customer Group

New Estimate

New Lead

Work Order Completed

Create Customer

Create Lead

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New Customer

New Customer Source

New Invoice

New Lead Label

Work Order Scheduled

Create Customer Source

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

About CompanyCam

Related categories

About Markate

Related categories