Albi + CompanyCam

Create tasks in Albi from new projects in CompanyCam

Streamline your project management process with this efficient workflow. When a new project is added in your CompanyCam app, the information is seamlessly transferred to your Albi app as a task. By reducing manual data entry, this automation helps in saving time and improving accuracy so you can focus on the critical aspects of your projects. Enhance productivity and ensure important tasks are never overlooked with this smooth, automated process.

When this happens...
New Project
Triggers when you add a new project.
TriggerInstant
automatically do this!
Create Task
Creates a Tasks
ActionWrite

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Supported triggers and actions

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

New Contact
When a contact is created
Trigger
Instant
Try It
New Project
When a project is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
New Contact (Deprecated)
Triggers when a new contact is created.
Trigger
Polling
Try It
New Project (Deprecated)
Triggers when a new project is created.
Trigger
Polling
Try It
New Task (Deprecated)
Triggers when a new task is created.
Trigger
Polling
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It
Project Status Changed
When a project status changed
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
Try It
- ContactRequired
- Status
Action
Write
- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
Action
Write
- ProjectRequired
- NotesRequired
Action
Write
- TitleRequired
- Start Date & TimeRequired
- Start Time ZoneRequired
- End Date & TimeRequired
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
Action
Write
- Contact IDRequired
Action
Write
- Activity IDRequired
Action
Write
- Staff IDRequired
Action
Write
- Date IDRequired
Action
Write
- Project IdRequired
Action
Search
- Project IDRequired
- Expense IDRequired
Action
Search
- Project IDRequired
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search

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
Contact Status Change
Triggers when a contact status is changed.
Trigger
Polling
Try It
New Organization
When a new organization is created
Trigger
Instant
Try It
New Relationship Activity
When a new relationship activity is created.
Trigger
Instant
Try It
New Task
When a task is created
Trigger
Instant
Try It
New Organization (Deprecated)
Triggers when a new organization is created.
Trigger
Polling
Try It
New Relationship Activity (Deprecated)
Triggers when a new relationship activity is created.
Trigger
Polling
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Polling
Try It
Project Linked
Fires when a project gets linked
Trigger
Instant
Try It
- Status
- Status In Days
Trigger
Polling
Try It
Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It
- NameRequired
- StatusRequired
Action
Write
- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
Action
Write
- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
Action
Write
- Organization IDRequired
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task IDRequired
Action
Write
- Project IDRequired
Action
Write
- Page
- Page Size
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
- Project IDRequired
- Invoice IDRequired
Action
Search
- Project IDRequired
- Payment IDRequired
Action
Search
- Project IDRequired
Action
Search

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

Related categories

Sales & CRM

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

Albi + CompanyCam

Create tasks in Albi from new projects in CompanyCam

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

New Contact

New Project

New Relationship

New Contact (Deprecated)

New Project (Deprecated)

New Task (Deprecated)

Project Date Modified

Project Status Changed

Task Complete

Change Contact Status

Create Contact

Create Project Note

Create Event

Retrieve Contact

Get Activity

Get Staff

Retrieve Modified Project Date

Get Project Dates

Find Project Expense

Get Project Financial KPI

Find Project Invoices

Find Project Payments

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Contact Status Change

New Organization

New Relationship Activity

New Task

New Organization (Deprecated)

New Relationship Activity (Deprecated)

Organization Status Change

Project Linked

Project Status Changed (Deprecated)

Task In-Progress

Change Organization Status

Create Organization

Create Task

Create Relationship Activity

Retrieve Organization

Get Project Staff

Get Task

Retrieve Project

Get All Projects

Find Project Expenses

Find Project Invoice

Find Project Payment

Get Project Status

About Albi

Related categories

About CompanyCam

Related categories