CompanyCam + Spotio
Create new CompanyCam projects from newly created Spotio notes
When a new note is created in the Spotio app, this workflow seamlessly moves this information to CompanyCam, instantly adding a new project. Reduce manual data entry and streamline your project management by utilizing this integration. It's an efficient solution that lets you focus more on executing projects and less on administrative tasks.
When a new note is created in the Spotio app, this workflow seamlessly moves this information to CompanyCam, instantly adding a new project. Reduce manual data entry and streamline your project management by utilizing this integration. It's an efficient solution that lets you focus more on executing projects and less on administrative tasks.
- When this happens...Note Created
Triggers when note for record is created.
- automatically do this!Add Project
Creates a new project in your account.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
Try It
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
Try It