CompanyCam + DripJobs

"create new CompanyCam projects when proposals are accepted in DripJobs"

Start new projects promptly and effortlessly with this workflow that links DripJobs and CompanyCam. When a proposal gets accepted in DripJobs, a new project is instantly created in CompanyCam. This automated process aids in tackling new tasks swiftly, ensuring seamless progress and optimal team efficiency.

When this happens...
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
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Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job Address
- Job City
- Job State
- Job Zip
- Start TimeRequired
- End TimeRequired
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
Action
Write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
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Instant
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- LabelsRequired
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Instant
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- 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

Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
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
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New Project
Triggers when you add a new project.
Trigger
Instant
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- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search

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