CompanyCam + FieldPulse

Create new CompanyCam projects for every new FieldPulse customer

Streamline your project management process with this efficient workflow. Whenever a new customer is added in FieldPulse, a corresponding project is instantly created in CompanyCam. This seamless automation ensures every customer is immediately mapped to a relevant project in your management tool, saving time and minimizing manual data entry.

When this happens...
New Customer
Trigger when a new customer is added.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It
Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
Try It
- Job Id
- FileRequired
- FilenameRequired
Action
Write
- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write

- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search

- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or 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

- StatusRequired
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search
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

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

About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Learn more Help

Related categories

Project Management

Related Zap Templates

Add new projects in CompanyCam for every new customer in FieldPulse

Attach new photos from CompanyCam to job files in FieldPulse

CompanyCam + FieldPulse

Create new CompanyCam projects for every new FieldPulse customer

New Customer

Get Job Workflow Statuses

Last Updated Contact

Attach Job File

Job Id

Create Job

Notes

Location Id

Address

City

State

Zip Code

Search Customer

Search Value

Search Jobs

Search by text

Job ID

Customer ID

Project ID

Project Name

Job Start Date

Job End Date

Find or Create a Customer

Search Value

Last Name

Email

Phone

Address

City

State

Zip Code

Notes

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Get Customer Pipeline Statuses

Last Created Contact

Attach Customer File

Customer Id

Create Customer

Last Name

Email

Phone

Address

City

State

Zip Code

Notes

Create Lead

Last Name

Email

Phone

City

State

Zip Code

Address

Notes

Job Notes

Search Job

Search by text

Job ID

Customer ID

Project ID

Project Name

Job Start Date

Job End Date

Search Projects

Search by text

Customer ID

Project ID

Project Name

Checklist Completed

Photo Tagged

Project Labeled

Add Photo