CompanyCam + Schedule by Zapier

Create checklists from template in CompanyCam for scheduled frequencies in Schedule by Zapier

Create checklists in CompanyCam effortlessly with this automation. Whenever a custom frequency is set up in a Schedule by Zapier, this workflow will generate a new checklist using a pre-existing template in your CompanyCam application. This not only streamlines your to-do lists but also ensures repetitive tasks are tackled systematically, providing a clear structure for your team to follow.

When this happens...
Custom Frequency
Triggers at user-defined intervals (days, weeks, months)
TriggerInstant
automatically do this!
Create Checklist From Template
Creates a new checklist on a project from a template
ActionWrite

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Supported triggers and actions

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
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
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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

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- LabelsRequired
Trigger
Instant
Try It
- 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

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.

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Related categories

Images & Design

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

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CompanyCam + Schedule by Zapier

Create checklists from template in CompanyCam for scheduled frequencies in Schedule by Zapier

Supported triggers and actions

Custom Frequency

Every Hour

Every Week

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Every Day

Every Month

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

About CompanyCam

Related categories

About Schedule by Zapier

Related categories