CompanyCam + Jobber

Create notes for new Jobber requests from new CompanyCam projects

Streamline your project management process with this efficient workflow. When a new project is initiated in CompanyCam, a note will be added to a corresponding request in Jobber instantly. This integration eliminates the need for manual data entry, assuring accurate record-keeping and constant updates for each project’s progress. Stay organized, reduce errors, and save time with this CompanyCam-Jobber workflow.

When this happens...
New Project
Triggers when you add a new project.
TriggerInstant
automatically do this!
Add Note to Request
Adds a note to a request
ActionWrite

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Supported triggers and actions

What does this mean?

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

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

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
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
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- 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

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

Create CompanyCam projects from new Jobber quote approvals

Add new Jobber jobs to CompanyCam as projects

CompanyCam + Jobber

Create notes for new Jobber requests from new CompanyCam projects

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

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

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)

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

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