AccuLynx + CompanyCam

Create new leads in AccuLynx from new projects in CompanyCam

Create a streamlined process between your CompanyCam and AccuLynx apps with this workflow. As soon as a new project begins in CompanyCam, this integration instantly sets up a corresponding lead in AccuLynx. This means all critical information is brought together in a structured manner, helping you manage your projects more effectively. Experience a more simplified and efficient work process and devote more time to delivering outstanding service.

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

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Supported triggers and actions

What does this mean?

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

- First nameRequired
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extention 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
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
- Standard MilestonesRequired
Trigger
Scheduled
Try It

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

Images & Design

Related Zap Templates

Create new leads in AccuLynx from new projects in CompanyCam

Create new CompanyCam projects from updated AccuLynx job milestones

AccuLynx + CompanyCam

Create new leads in AccuLynx from new projects in CompanyCam

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Street Address 1

Street Address 2

City

State

Postal Code

Unique External ID

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

Update Project Notepad

Find or Create a Project

Street Address 1

Street Address 2

City

State

Postal Code

Unique External ID

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

Create Lead

Last name

Company name

Phone Number 1

Phone Extension 1

Phone Type 1

Phone Number 2

Phone Extension 2

Phone Type 2

Phone Number 3

Phone Extention 3

Phone Type 3

Email Address

Cross Reference

Job Category

Work Type

Street

Street 2

City

State

Zip Code

Country

Priority

Notes

Sales Person

Initial Appointment

Trade Types

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

List of Jobs by Milestone

About AccuLynx

Related categories

Similar apps

Zapier Interfaces

About CompanyCam

Related categories

Related Zap Templates

Related Zap Templates