CompanyCam + noCRM.io

CompanyCam + noCRM.io integrations

Create CompanyCam projects when noCRM.io lead steps change

Keep your business development and project management streamlined with this efficient workflow. Whenever a new lead stage is changed in noCRM.io, a fresh project is created in CompanyCam. Say goodbye to manual data entry, as this automation ensures that all your leads get tended promptly, and team members can immediately start working on new projects without any delay. Boost your productivity and focus on growing your business.

When this happens...
New Lead Step Changed To...Triggers when a specific step of the lead is changed. This trigger only works for Expert edition and above.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with noCRM.io and CompanyCam

Discover other triggers and actions you can use with noCRM.io and CompanyCam

- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event Name
  Required
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event Name
  Required
Trigger
Instant
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- Lead
  Required
- User Email
Action
Write
- Lead
  Required
- New Lead's Title
  Required
Action
Write
- Lead
  Required
- Step Name
  Required
Action
Write
- Lead
  Required
- Comment
  Required
Action
Write
- Lead
  Required
- Tag Names
  Required
Action
Write
- Lead
  Required
- Amount
  Required
- Probability (0-100)
Action
Write
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
Action
Search
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Creation date
- Step Name
Action
Search or write
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 ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
  Required
Trigger
Instant
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- Event Name
- Step Event Name
  Required
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- Lead
  Required
- Attachment name
  Required
- Attachment
  Required
Action
Write
- Item ID (Lead or Prospect)
  Required
- Simplified API path
  Required
Action
Write
- Unassigned_explanation
- Lead
  Required
- Status
  Required
Action
Write
- Lead
  Required
- Activity
  Required
- Comment
Action
Write
- Prospecting List
  Required
Action
Write
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- Lead
  Required
- Estimated closing date
  Required
Action
Write
- Title
  Required
Action
Search
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- Tags
  Required
Trigger
Instant
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- Labels
  Required
Trigger
Instant
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- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- 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 ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- 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.

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Related categories

Images & Design

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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