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CompanyCam + QuickBooks Online

Create new customers in QuickBooks Online for every new project in CompanyCam

Keep your accounting records up to date with this useful workflow. Whenever a new project is created in CompanyCam, it prompts the creation of a customer in QuickBooks Online. This way, as your work expands in CompanyCam, your customer list also grows in QuickBooks, saving you time and ensuring accuracy in your financial data management.

Keep your accounting records up to date with this useful workflow. Whenever a new project is created in CompanyCam, it prompts the creation of a customer in QuickBooks Online. This way, as your work expands in CompanyCam, your customer list also grows in QuickBooks, saving you time and ensuring accuracy in your financial data management.

  1. When this happens...
    CompanyCamCompanyCam
    New Project

    Triggers when you add a new project.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggered when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CompanyCam triggers, actions, and search

    Checklist Completed

    Triggers when a checklist is completed.

    Trigger
    Instant
    Try It
    • TagsRequired

    Trigger
    Instant
    Try It
    • LabelsRequired

    Trigger
    Instant
    Try It
    • Project IDRequired

    • Image URLRequired

    Action
    Write
  • CompanyCam triggers, actions, and search

    New Document

    Triggers when a document is added to a project.

    Trigger
    Instant
    Try It
  • CompanyCam triggers, actions, and search

    New Photo

    Triggers when a new photo is added to a company project.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • Checklist Template IdRequired

    Action
    Write
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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
quickbooks logo

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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