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CompanyCam + QuickBooks Online

Create new CompanyCam projects for each new QuickBooks Online customer

Streamline your customer management process with this easy workflow. When a new customer is added on your QuickBooks Online system, it automatically initiates a new project creation in your CompanyCam app. This seamless linkage between the two platforms saves you time and effort, ensuring every customer is promptly assigned a project, improving your efficiency and customer management.

Streamline your customer management process with this easy workflow. When a new customer is added on your QuickBooks Online system, it automatically initiates a new project creation in your CompanyCam app. This seamless linkage between the two platforms saves you time and effort, ensuring every customer is promptly assigned a project, improving your efficiency and customer management.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggered when you add a new customer.

    TriggerScheduled
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project

    Creates a new project in your account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
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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.

Related categories

  • Images & Design
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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