CompanyCam + Housecall Pro

Label projects in CompanyCam and create new customers in Housecall Pro

Stay organized and efficient by labeling projects in CompanyCam and instantly creating a corresponding customer in Housecall Pro. This useful workflow ensures no details get lost in the shuffle and customers are promptly added in Housecall Pro whenever a new project label is created in CompanyCam. Spend less time on manual data entry and more time focusing on projects that matter.

When this happens...
Project Labeled
Triggers when a project is labeled.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer
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 Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
Try It

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
New Completed Job
Triggers when a job is completed.
Trigger
Polling
Try It
- First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
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 Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

Scheduling & Booking

Related Zap Templates

Create new CompanyCam projects for every new scheduled job in Housecall Pro

Create new CompanyCam projects from completed Housecall Pro jobs

CompanyCam + Housecall Pro

Label projects in CompanyCam and create new customers in Housecall Pro

Supported triggers and actions

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

New Scheduled Job

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New Completed Job

Create Customer

About CompanyCam

Related categories

About Housecall Pro

Related categories

Related Zap Templates

Related Zap Templates