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Quickly connect CompanyCam to Service Fusion with a Zapier template.

Our most popular template

Create projects in CompanyCam from new estimates in Service Fusion
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Service Fusion + CompanyCam
Create CompanyCam projects from new Service Fusion estimates
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Service Fusion + CompanyCam
Create new projects in CompanyCam when new jobs are added in Service Fusion
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Service Fusion + CompanyCam
Create projects in CompanyCam for each new customer on Service Fusion
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Service Fusion + CompanyCam

Create projects in CompanyCam from new estimates in Service Fusion

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Service Fusion + CompanyCam

Create CompanyCam projects from new Service Fusion estimates

Details

Try it

Service Fusion + CompanyCam

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

Details

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Service Fusion + CompanyCam

Create projects in CompanyCam for each new customer on Service Fusion

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Service Fusion + CompanyCam

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CompanyCam with Service Fusion - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Checklist Completed" from CompanyCam.

Add your action

An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.

You’re connected!

Zapier seamlessly connects CompanyCam and Service Fusion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- Tags
  Required
Trigger
Instant
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- Labels
  Required
Trigger
Instant
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- 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

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

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
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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
- 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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use CompanyCam and Service Fusion

Create new CompanyCam project for new jobs.

When a new job is created in Service Fusion, Zapier will automatically create a new project in CompanyCam. This ensures all job-related documents and photos are organized and ready at the start, improving recording and tracking efficiency.

Business Owner

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Log job updates in associated CompanyCam projects.

When a job status is updated in Service Fusion, Zapier can automatically update the notes in the corresponding CompanyCam project. This helps project managers keep all relevant stakeholders informed and ensures changes are documented in one place.

Project Management

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Make work flow with AI

Level up your CompanyCam to Service Fusion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 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

Connect CompanyCam and Service Fusion to unlock the power of automation

Set up your first integration

Create projects in CompanyCam from new estimates in Service Fusion

Create CompanyCam projects from new Service Fusion estimates

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

Create projects in CompanyCam for each new customer on Service Fusion

Create projects in CompanyCam from new estimates in Service Fusion

Create CompanyCam projects from new Service Fusion estimates

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

Create projects in CompanyCam for each new customer on Service Fusion

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use CompanyCam and Service Fusion

Create new CompanyCam project for new jobs.

Log job updates in associated CompanyCam projects.

Make work flow with AI

Connect CompanyCam to Service Fusion on the world's largest no-code automation platform