CompanyCam + Handoff

CompanyCam + Handoff integrations

Create new Handoff projects with documents from new CompanyCam photos

When a new photo is added in CompanyCam, streamline your project management by instantly creating a project with the document in Handoff. This automated workflow saves you time and ensures important visuals are effortlessly incorporated into your project planning process. Keep your work organized and efficient, maximizing productivity and collaboration.

When this happens...
New PhotoTriggers when a new photo is added to a company project.
TriggerInstant
automatically do this!
Create Project With DocumentCreates a new project and attaches a document containing the form info. Optional photo URLs are downloaded and attached to the document. Synchronous.
ActionWrite

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More things you can do with CompanyCam and Handoff

Discover other triggers and actions you can use with CompanyCam and Handoff

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

Invoice Paid
Triggers when a client pays an invoice.
Trigger
Instant
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Proposal Approved
Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Trigger
Instant
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- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Document Title
- Document Content
  Required
- Photo URLs
- File URLs
Action
Write
- Search Query
  Required
Action
Search
- Search Query
- Project ID
- Integration Custom ID
Action
Search
- Search Query
- Project ID
- Integration Custom ID
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
Action
Search or 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
New Contact
Triggers when a new contact (client, sub, vendor) is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Estimate Description
  Required
Action
Write
- Project ID
  Required
- Estimate ID
  Required
- Sections Only
- Line by Item
- Page
- Page Size
Action
Search
- Search Query
  Required
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Search or 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 moreLearn moreHelpHelp

Related categories

Images & Design

About Handoff

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

HelpHelp

Related categories

Beta

Productivity

Related Zap Templates

Create projects and generate estimates in Handoff from new CompanyCam documents

Related Zap Templates

Create projects and generate estimates in Handoff from new CompanyCam documents