Loading

CompanyCam + QuickBooks Online

Track new projects in CompanyCam by creating customers in QuickBooks Online

When a new project is initiated in CompanyCam, this workflow follows through by creating a new customer in QuickBooks Online. This seamless process streamlines your project management by efficiently tracking new projects and updating your customer database. Well-suited for businesses using both applications, it provides a smooth and error-free exchange of essential project and customer details.

When a new project is initiated in CompanyCam, this workflow follows through by creating a new customer in QuickBooks Online. This seamless process streamlines your project management by efficiently tracking new projects and updating your customer database. Well-suited for businesses using both applications, it provides a smooth and error-free exchange of essential project and customer details.

  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
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
companycam logo

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.

Related categories

Similar apps

Xero integrationsXero integrations

Xero

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting