CompanyCam + ServGrow

CompanyCam + ServGrow integrations

Update project notepads in CompanyCam when jobs finish in ServGrow

Stay organized and efficient with this workflow. When a job wraps up in ServGrow, the details get updated directly in your CompanyCam project notepad. This automation helps smoothly transfer your job information, saving you time and reducing the chance of errors from manual updates. Now you can always know the progression of your jobs without skipping a beat.

When this happens...
Job FinishedTriggers when a job is finished.
TriggerPolling
automatically do this!
Update Project NotepadUpdates the Project Notepad. CAUTION - Any overwrites to project notes cannot be undone.
ActionWrite

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More things you can do with ServGrow and CompanyCam

Discover other triggers and actions you can use with ServGrow and CompanyCam

Job Finished
Triggers when a job is finished.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Email
- Phone Number
- Address Location
- Address Unit Number
Action
Write
New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It
New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
Try It

New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project ID
  Required
- Checklist Template Id
  Required
Action
Write

- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

Job Scheduled
Triggers when a job is scheduled.
Trigger
Polling
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Visit Finished
Triggers when a visit is finished.
Trigger
Polling
Try It
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Labels
  Required
Trigger
Instant
Try It
- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?
  Required
- Project ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

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

About ServGrow

Servgrow is an all-in-one solution for service pros that handles everything from CRM, to scheduling, estimates, job tracking, invoicing, payments, and so much more.

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Related categories

Scheduling & Booking