Create new CompanyCam projects from new Yardbook customers
Automate your workflow with this integration that connects Yardbook and CompanyCam effortlessly. When a new customer gets added in Yardbook, a corresponding project is instantly created in CompanyCam. This streamlining of tasks simplifies your record-keeping process, allowing you to focus on providing top-notch service instead of worrying about manual data entry. It ensures records are accurate, up-to-date, and ready for you whenever you need them.
- When this happens...New CustomerTriggers when a new customer (not prospect) is created.
- automatically do this!Add ProjectCreates a new project in your account.
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More things you can do with Yardbook and CompanyCam
Discover other triggers and actions you can use with Yardbook and CompanyCam
- Job Completed
Triggers when a job or activity is set to completed.
Try ItTriggerPolling - New Business Profile MessageTry ItTriggerPolling
- Lead Created
Triggers when a new lead is created.
Try ItTriggerPolling - New Prospect
Triggers when a new prospect customer is created.
Try ItTriggerPolling
- Estimate Approved
Triggers when an estimate has been approved.
Try ItTriggerPolling - New Customer
Triggers when a new customer (not prospect) is created.
Try ItTriggerPolling - New Survey ReceivedTry ItTriggerPolling
- New Todo Item
Triggers when a new todo item is created.
Try ItTriggerPolling




