CompanyCam + Jobber

Create CompanyCam projects from new Jobber quote approvals

Streamline your project management process by instantly creating new projects in CompanyCam whenever a quote is approved in Jobber. This efficient, automated workflow ensures you stay organized and saves you time by eliminating the need for manual data entry, allowing you to focus on delivering exceptional services to your clients.

When this happens...
Quote Approved
Triggers when a quote is approved
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 Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or 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

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- LabelsRequired
Trigger
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

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 Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Help

Related categories

Scheduling & Booking

Related Zap Templates

Add new Jobber requests to CompanyCam as projects

Add new Jobber jobs to CompanyCam as projects

Create notes for new Jobber requests from new CompanyCam projects

CompanyCam + Jobber

Create CompanyCam projects from new Jobber quote approvals

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Title

Create Request

Title

Find or Create Client

Client Search Term (eg. name, email, or company name)

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Job

Title

Instructions

Start Date (yyyy-mm-dd)

Start Time (hh:mm:ss)

End Time (hh:mm:ss)

Add Note to Request

Find Client

Client Search Term (eg. name, email, or company name)

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