CompanyCam + Zoho FSM

Add new projects in CompanyCam for every new module entry in Zoho FSM

Enhance your project management by connecting Zoho FSM with CompanyCam. With this workflow, each time a new module entry is created in Zoho FSM, it leads to the creation of a corresponding project in CompanyCam. This process ensures that your project records remain updated, and your operations remain seamless, giving you more time to focus on providing exceptional services.

When this happens...
New Module Entry
Triggers when any entry is created in the specified module.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Action
Write
Separate Service & Parts
Separate services and parts into individual line items for easy support.
Action
Search
- ModuleRequired
Action
Search or write

New Document
Triggers when a document is added to a project.
Trigger
Instant
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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

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Action
Write
Get Related Records
To fetch the related records of a module.
Action
Search
Find Module Entry
Finds an entry in a module.
Action
Search
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
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- 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 Zoho FSM

Zoho FSM helps you manage work orders, streamline operations and run your field service business efficiently.

Related categories

Scheduling & Booking

CompanyCam + Zoho FSM

Add new projects in CompanyCam for every new module entry in Zoho FSM

Supported triggers and actions

New Module Entry

Updated Module Entry

Update Module Entry

Separate Service & Parts

Create Module Entry

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New/Updated Module Entry

Create Module Entry

Get Related Records

Find Module Entry

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

About CompanyCam

Related categories

About Zoho FSM

Related categories