CompanyCam + RepCard
Add new projects in CompanyCam when statuses update in RepCard
Experience seamless project management with this workflow. When there's a status change in RepCard, it promptly initiates the addition of a new project in CompanyCam. This powerful combination brings real-time updates to your company projects, addressing the challenge of manual tracking and fostering efficient business processes. Harness this automation for consistent project updates and a streamlined workflow.
Experience seamless project management with this workflow. When there's a status change in RepCard, it promptly initiates the addition of a new project in CompanyCam. This powerful combination brings real-time updates to your company projects, addressing the challenge of manual tracking and fostering efficient business processes. Harness this automation for consistent project updates and a streamlined workflow.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!Add Project
Creates a new project in your account.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired