CompanyCam + ProLine

CompanyCam + ProLine integrations

Create or update projects in CompanyCam when contacts are created or updated in ProLine

Efficiently manage your contacts and projects in one go! With this workflow, whenever a new or updated contact appears in ProLine, a corresponding project will be created in CompanyCam. This smooth routine ensures all your important contacts are tracked and associated to a project immediately and seamlessly, saving you time and minimizing manual data entry.

When this happens...
Contact Created or UpdatedTriggers when a contact in your ProLine account is created or updated.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with ProLine and CompanyCam

Discover other triggers and actions you can use with ProLine and CompanyCam

Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Trigger
Instant
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- Trigger on...
  Required
Trigger
Instant
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- Trigger On
  Required
Trigger
Instant
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- Trigger on...
  Required
Trigger
Instant
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- Trigger on...
  Required
- Stage [Filter]
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Instant
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Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Contact ID
- Project ID
- Notification (Main)
  Required
- Notification (Extended)
Action
Write

- Contact ID
  Required
- User
- Call Type
  Required
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
- Automated Messages
- Consent To SMS & Phone Communication
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project ID
  Required
- File URL
  Required
- File Name
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Search or write
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

- Trigger on...
  Required
Trigger
Instant
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- Trigger on...
  Required
- Organization Stage [Filter]
Trigger
Instant
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- Trigger on...
  Required
Trigger
Instant
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Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Zapier Trigger Step
  Required
Trigger
Instant
Try It
- Event ID
  Required
Action
Write
- Contact ID
  Required
- User
- Message Type
  Required
- Message Body
  Required
- Message Note
- External ID
Action
Write
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Write
- Event ID
- Project ID
- Start Date
  Required
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Team Member ID
  Required
- Start Date
  Required
- End Date
  Required
- Event Type
  Required
Action
Search
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
- Automated Messages
- Consent To SMS & Phone Communication
Action
Search or write
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
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

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 ProLine

ProLine is a messaging automation platform for contractors.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Add or update ProLine events to create new projects in CompanyCam

"initiate ae:410443 action in CompanyCam when new zapier trigger steps occur in ProLine"

Create or update projects in CompanyCam when new or updated projects appear in ProLine