CompanyCam + GreenRope

Add new projects in CompanyCam for each new opportunity in GreenRope

Streamline your project management process with this efficient workflow. When a new opportunity arises in GreenRope, a corresponding project is created in CompanyCam. This helps you keep track of potential projects effortlessly and ensures that no opportunity is missed. Initiate a seamless transition from prospecting to project handling, enhancing your business productivity.

When this happens...
New Opportunity
Triggers when a new opportunity is created.
TriggerPolling
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It

- GroupRequired
- Company NameRequired
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact EmailRequired
- Associate WithRequired
- Assigned ToRequired
- ActivityRequired
- Due Date/TimeRequired
- Completed Date/Time
- Notes
Action
Write

- GroupRequired
- Event TypeRequired
- Event LocationRequired
- Event TitleRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- Public EventRequired
- Automatic Email RemindersRequired
- Event Fee
Action
Write
- Contact EmailRequired
- TitleRequired
- Managed ByRequired
- QualityRequired
- SourceRequired
- PhaseRequired
- Value
- Chance to WinRequired
- Close DateRequired
Action
Write
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

- GroupRequired
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Polling
Try It
- Contact EmailRequired
- WorkflowRequired
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- EmailRequired
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
- Add Campaign ID
- Add Conversion Code
- Add Conversion Stage
- Add Conversion Value
Action
Write
- Custom Object DefinitionRequired
Action
Write
- Contact EmailRequired
- GroupRequired
- Sent Date
- Due Date
- DescriptionRequired
- Paid Date
- Payment Amount
- Send Invoice
- Send Invoice CC Recipients (separated by comma)
- Line Item QuantityRequired
- Line Item SKU
- Line Item DescriptionRequired
- Line Item Unit CostRequired
- Line Item Event
Action
Write
- GroupRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- MessageRequired
- Delivery Date/TimeRequired
Action
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 GreenRope

Small business marketing software providing powerful and easy to use CRM, email marketing, and social media integration.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CompanyCam + GreenRope

Add new projects in CompanyCam for each new opportunity in GreenRope

Supported triggers and actions

New Broadcast

New Contact

New Event

New Invoice Payment

New Ticket

Create or Update Company

Create CRM Activity

Create Event

Create Opportunity

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

New Company

New CRM Activity

New Invoice

New Opportunity

Activate Workflow

Create or Update Contact

Create Custom Object

Create Invoice

Queue Mail

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

About CompanyCam

Related categories

About GreenRope

Related categories

Similar apps

Zapier Interfaces