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.
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.
- automatically do this!Add Project
Creates a new project in your account.
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Card Label Changed
Triggers when a card label is changed
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try It
Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
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