CompanyCam + Service Fusion

CompanyCam + Service Fusion integrations

Create new projects in CompanyCam when new jobs are added in Service Fusion

When a new job comes up in your Service Fusion system, turn it into a project in your CompanyCam app right away with this workflow. No need to waste time with manual data entry, let this automation streamline the process for you. It's a simple way to keep your projects organized and up-to-date across both platforms. Enjoy the convenience and efficiency that comes with having Service Fusion and CompanyCam smoothly working together.

When this happens...
New JobTriggers when a new Service Fusion job is created.
TriggerPolling
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with Service Fusion and CompanyCam

Discover other triggers and actions you can use with Service Fusion and CompanyCam

- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
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New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
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- Type
  Required
- Start Date
  Required
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
Action
Write
- ###Customer Contact Information
- Customer
  Required
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job Status
  Required
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
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
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- Project ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
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New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
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- Customer Name
  Required
- Account Number
- Private Notes
- Public Notes
- Payment Terms
- Discount
- Discount Type
- Credit Rating
- Labor Charge Type
- Labor Charge Default Rate
- Qbo Sync Token
- Qbo Currency
- Last Serviced Date
- Is Bill For Drive Time
- Is Vip
- Is Taxable
- Parent Customer
- Referral Source
- Agent
- Assigned Contract
- Payment Type
- Tax Item Name
- Industry
- Prefix
- First Name
- Last Name
- Suffix
- Type
- Job Title
- Department
- Dob
- Anniversary
- Is Primary
- Email
- Email Class
- Email Types Accepted
- Phone
- Phone Type
- Phone Extension
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Country
- Nickname
- Gate Instructions
- Latitude
- Longitude
- Location Type
- Is Primary
- Is Gated
- Is Bill To
- Customer Contact
- Custom Fields
Action
Write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- 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 Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

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Related categories

eCommerce

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Create projects in CompanyCam from new estimates in Service Fusion

Create CompanyCam projects from new Service Fusion estimates

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