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CompanyCam + Salesforce

Update and label Salesforce records with project labels in CompanyCam

Streamline your project management with this seamless workflow between Salesforce and CompanyCam. When a specific field in a Salesforce record is updated, a project label gets promptly added in the CompanyCam app. Perfect for keeping teams aligned and on top of their tasks, this integration offers a smart solution to staying organized and efficient in managing your projects.

Streamline your project management with this seamless workflow between Salesforce and CompanyCam. When a specific field in a Salesforce record is updated, a project label gets promptly added in the CompanyCam app. Perfect for keeping teams aligned and on top of their tasks, this integration offers a smart solution to staying organized and efficient in managing your projects.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project Label

    Adds an existing Project Label or creates a new one if it does not exist.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    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.
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Related categories

  • Images & Design
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