CompanyCam + ProLine
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.
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 Updated
Triggers when a contact in your ProLine account is created or updated.
- automatically do this!Add Project
Creates a new project in your account.
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Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Try ItTrigger on...Required
Try ItPayment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Try ItRefund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Try It