CompanyCam + FieldPulse

Create new CompanyCam projects for every new FieldPulse customer

Streamline your project management process with this efficient workflow. Whenever a new customer is added in FieldPulse, a corresponding project is instantly created in CompanyCam. This seamless automation ensures every customer is immediately mapped to a relevant project in your management tool, saving time and minimizing manual data entry.

When this happens...
New Customer
Trigger when a new customer is added.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search

- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search
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

- StatusRequired
Trigger
Instant
Try It
- Page
Trigger
Instant
Try It
Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
Try It
- Job ID
- File pathRequired
- File nameRequired
Action
Write
- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or write
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
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

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 FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Add new projects in CompanyCam for every new customer in FieldPulse

Attach new photos from CompanyCam to job files in FieldPulse

CompanyCam + FieldPulse

Create new CompanyCam projects for every new FieldPulse customer

Supported triggers and actions

New Customer

Get Job Workflow Statuses

Last Created Contact

Attach Customer File

Create Customer

Create Lead

Search Job

Search Projects

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

Get Customer Pipeline Statuses

Last 48hrs Updated Contacts

Last Updated Contact

Attach Job File

Create Job

Search Customer

Search Jobs

Find or Create a Customer

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

About CompanyCam

Related categories

About FieldPulse

Related categories

Related Zap Templates

Related Zap Templates