CompanyCam + JobNimbus

Create attachments in JobNimbus when new documents arrive in CompanyCam

When a new document is added in CompanyCam, this workflow ensures it becomes an attachment in JobNimbus instantly. This swift process eliminates the need to manually transfer files, maximizing efficiency in your document management. Benefit from seamless data flow between your CompanyCam and JobNimbus platforms for an enhanced and organized project tracking experience.

When this happens...
New Document
Triggers when a document is added to a project.
TriggerInstant
automatically do this!
Create Attachment
Creates a new attachment.
ActionWrite

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Supported triggers and actions

What does this mean?

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

- FilterRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- NameRequired
- Primary Contact IdRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State TextRequired
- ZipRequired
- Country Name
- Tags
- Date Created
- Date Start
- Date End
- Job Type
- Status Name
- External Id
Action
Write
- IDRequired
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
- FilterRequired
Trigger
Instant
Try It
- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
Action
Write
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- EmailRequired
Action
Search

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 JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create contacts in JobNimbus for new projects in CompanyCam

Manage new and updated JobNimbus jobs by adding projects in CompanyCam

CompanyCam + JobNimbus

Create attachments in JobNimbus when new documents arrive in CompanyCam

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

Job Created, Modified or Deleted

Create Contact (Legacy)

First Name

Last Name

Company

Email

Contact Type

Status Name

Source Name

Description

Sales Rep Name

Home Phone

Mobile Phone

Work Phone

Fax Number

Website

Address Line 1

Address Line 2

City

State Text

Zip

Created By Name

Date Created

Date Start

Date End

Tags

External Id

Update Contact (Legacy)

First Name

Last Name

Company

Email

Contact Type

Status Name

Source Name

Description

Sales Rep Name

Home Phone

Mobile Phone

Work Phone

Fax Number

Website

Address Line 1

Address Line 2

City

State Text

Zip

Created By Name

Date Created

Date Start

Date End

Tags

External Id