CompanyCam + ServiceTitan
Create CompanyCam projects for new ServiceTitan customers
Effortlessly manage your client projects with this automation that connects ServiceTitan and CompanyCam. Whenever a new customer is added in ServiceTitan, a project will be created in CompanyCam, ensuring your team stays organized and up-to-date. Save time and enhance your project tracking by setting up this efficient workflow.
Effortlessly manage your client projects with this automation that connects ServiceTitan and CompanyCam. Whenever a new customer is added in ServiceTitan, a project will be created in CompanyCam, ensuring your team stays organized and up-to-date. Save time and enhance your project tracking by setting up this efficient workflow.
- When this happens...New Customer
Triggers when there's a new customers.
- automatically do this!Add Project
Creates a new project in your account.
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- 14 day trial for premium features & apps
Projects IDs (maximum 50)
Customer
Location
Job Id
Status
Target Completion Date Before
Target Completion Date On Or After
Starts Before
Starts On Or After
Modified Before
Modified On Or After
Try ItActive
Modified On Or After
Modified Before
Try ItEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Try ItInvoices IDs (maximum 50)
Invoice Status
Batch
Batch number
Job
Business Unit
Customer
Total greater
Total less
Invoiced On Before
Invoiced On Or After
Modified On Or After
Modified Before
Try It
Jobs IDs (maximum 50)
Job Id
Project
Appointment Status
Technician
Starts On Or After
Modified On Or After
Modified Before
Try ItCustomers IDs (maximum 50)
Name
City
State
Zip
Phone
Active
Modified On Or After
Modified Before
Try ItForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try ItJobs IDs (maximum 50)
Job number
Project Id
Job Status
Appointment Status
Job Type
Business Unit
Customer Id
Location Id
Technician Id
Modified On Or After
Modified Before
Completed On Or After
Try It
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.
Related categories
About ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
