CompanyCam + Proposify Legacy

CompanyCam + Proposify Legacy integrations

Create new CompanyCam projects when proposals are signed in Proposify Legacy

Keep your project management streamlined and efficient with this workflow. When a proposal is signed in Proposify Legacy, a new project is instantly created in CompanyCam. It's an ideal solution to ensure seamless transition from proposals to projects, saving you time and increasing your team's productivity.

When this happens...
TriggerPolling
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with CompanyCam and Proposify Legacy

Discover other triggers and actions you can use with CompanyCam and Proposify Legacy

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
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

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
Try It
- 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 Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

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Related categories

Proposal & Invoice Management