CompanyCam + PEP Cloud integrations
Automate client management: create or update PEP Cloud clients from new CompanyCam projects
Effortlessly manage your client data between CompanyCam and PEP Cloud with this seamless workflow. When you create a new project in CompanyCam, this automation will either create a new client in PEP Cloud or update an existing one with the project details. Stay organized and save time by having your client information up-to-date across both platforms.
- When this happens...New ProjectTriggers when you add a new project.
- automatically do this!Create or Update ClientCreates a new client or updates an existing client first based on email and then based on first and last name.
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More things you can do with CompanyCam and PEP Cloud
Discover other triggers and actions you can use with CompanyCam and PEP Cloud
- 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.
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