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CompanyCam + Invoice2go

Create new Invoice2go clients from new CompanyCam projects

Effortlessly manage your client information between CompanyCam and Invoice2go with this seamless workflow. When a new project is created in CompanyCam, this automation will then generate a new client in Invoice2go, saving you time and ensuring consistent data across both platforms. Streamline your processes and focus on what's important - delivering quality results for your clients.

Effortlessly manage your client information between CompanyCam and Invoice2go with this seamless workflow. When a new project is created in CompanyCam, this automation will then generate a new client in Invoice2go, saving you time and ensuring consistent data across both platforms. Streamline your processes and focus on what's important - delivering quality results for your clients.

  1. When this happens...
    CompanyCamCompanyCam
    New Project

    Triggers when you add a new project.

    TriggerInstant
  2. automatically do this!
    Invoice2goInvoice2go
    Create Client

    Create a client in Invoice2go

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CompanyCam triggers, actions, and 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
companycam logo
companycam logo

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 moreHelp

Related categories

  • Images & Design
invoice2go logo
invoice2go logo

About Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
Help

Related categories

  • Proposal & Invoice Management

Related Zap Templates

  • Create new Invoice2go clients from new CompanyCam projects

Related Zap Templates

  • Create new Invoice2go clients from new CompanyCam projects

 

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