CompanyCam + PEP Cloud
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.
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 Project
Triggers when you add a new project.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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