CompanyCam + PEP Cloud

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.
TriggerInstant
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.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Labels
  Required
Trigger
Instant
Try It
- 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

eBid Created
Triggers when an eBid is created.
Trigger
Instant
Try It
eBid Won
Triggers when an eBid is won.
Trigger
Instant
Try It

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 ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
eBid Lost
Triggers when an eBid is lost.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Address1
- Address2
- City
- State
- Zipcode
- Country
- Phone
- Fax
- Cell
- Email
- Lead?
- Lead Source
- Color Dot Color
Action
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 moreLearn moreHelpHelp

Related categories

Images & Design

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

HelpHelp

Related categories

Project Management