CompanyCam + Roofr integrations
Initiate new jobs and customers in Roofr when new projects emerge in CompanyCam
Integrate your project management processes between CompanyCam and Roofr for enhanced efficiency. When you start a new project in CompanyCam, it will trigger the creation of a corresponding job and customer profile in Roofr. This ensures consistency across both platforms, giving you more freedom to focus on crucial project details.
- When this happens...New ProjectTriggers when you add a new project.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with CompanyCam and Roofr
Discover other triggers and actions you can use with CompanyCam and Roofr
- Checklist Completed
Triggers when a checklist is completed.
Try ItTriggerInstant - TagsRequired
Try ItTriggerInstant- LabelsRequired
Try ItTriggerInstant- Project IDRequired
- Image URLRequired
ActionWrite
- New Document
Triggers when a document is added to a project.
Try ItTriggerInstant - New Photo
Triggers when a new photo is added to a company project.
Try ItTriggerInstant - New Project
Triggers when you add a new project.
Try ItTriggerInstant - Project IDRequired
- Checklist Template IdRequired
ActionWrite
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
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Related categories
Related Zap Templates
- Create new CompanyCam projects from new Roofr leads
- Find projects and add photos in CompanyCam for newly sent Roofr proposals
- Create new Roofr jobs and customers from new CompanyCam projects
- Create new CompanyCam projects when Roofr proposals get signed
- Create checklists from templates in CompanyCam when new proposals are signed in Roofr



