CompanyCam + ServGrow

Update project notepads in CompanyCam when jobs finish in ServGrow

Stay organized and efficient with this workflow. When a job wraps up in ServGrow, the details get updated directly in your CompanyCam project notepad. This automation helps smoothly transfer your job information, saving you time and reducing the chance of errors from manual updates. Now you can always know the progression of your jobs without skipping a beat.

When this happens...
Job Finished
Triggers when a job is finished.
TriggerPolling
automatically do this!
Update Project Notepad
Updates the Project Notepad. CAUTION - Any overwrites to project notes cannot be undone.
ActionWrite

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Supported triggers and actions

Job Finished
Triggers when a job is finished.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Email
- Phone Number
- Address Location
- Address Unit Number
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

Job Scheduled
Triggers when a job is scheduled.
Trigger
Polling
Try It
Visit Finished
Triggers when a visit is finished.
Trigger
Polling
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.

Learn more

Related categories

Images & Design

About ServGrow

Servgrow is an all-in-one solution for service pros that handles everything from CRM, to scheduling, estimates, job tracking, invoicing, payments, and so much more.

Related categories

Scheduling & Booking

CompanyCam + ServGrow

Update project notepads in CompanyCam when jobs finish in ServGrow

Supported triggers and actions

Job Finished

New Customer

Create Customer

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Job Scheduled

Visit Finished

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

About CompanyCam

Related categories

About ServGrow

Related categories