CompanyCam + Setmore Appointments

CompanyCam + Setmore Appointments integrations

Create new CompanyCam projects from new Setmore Appointments

Streamline your project management with this useful workflow. When a new appointment is scheduled in Setmore Appointments, a corresponding project is instantly created in CompanyCam. Not only does this help keep your project information consistent and up-to-date across both platforms, but it also saves valuable time and reduces the potential for errors in data entry. Elevate your organizational process by linking Setmore Appointments and CompanyCam through this efficient setup.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Setmore Appointments and CompanyCam

Discover other triggers and actions you can use with Setmore Appointments and CompanyCam

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
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

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
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

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.

Learn moreLearn moreHelpHelp

Related categories

Images & Design

About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking