CompanyCam + The Customer Factor

Create new customers in The Customer Factor for each new photo in CompanyCam

Boost your productivity by streamlining your customer creation process. With this workflow, any new photo added in CompanyCam prompts The Customer Factor to generate a new customer profile instantly. This automation not only eliminates manual data entry but also ensures your customer data stays up-to-date, facilitating a seamless and efficient customer management routine.

When this happens...
New Photo
Triggers when a new photo is added to a company project.
TriggerInstant
automatically do this!
Create Customer
This action will create a customer in The Customer Factor
ActionWrite

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Supported triggers and actions

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
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- LabelsRequired
Trigger
Instant
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- Project IDRequired
- Image URLRequired
Action
Write
- Project NameRequired
- 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 IDRequired
- Project NoteRequired
Action
Write
- Search ByRequired
- Project NameRequired
- 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

Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It
New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
Try It
Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
Try It
- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

New Document
Triggers when a document is added to a project.
Trigger
Instant
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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 IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
Try It
New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
Try It
New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
Try It
New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
Try It
- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
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.

Learn more

Related categories

Images & Design

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

Related Zap Templates

Create projects in CompanyCam for new jobs in The Customer Factor

CompanyCam + The Customer Factor

Create new customers in The Customer Factor for each new photo in CompanyCam

Supported triggers and actions

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

Estimate Declined

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Estimate Accepted

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

About CompanyCam

Related categories

About The Customer Factor

Related categories

Related Zap Templates

Related Zap Templates