CompanyCam + JobProgress

Create new projects in CompanyCam for each new customer in JobProgress

Whenever a new customer is added in JobProgress, ensure every detail is immediately captured in CompanyCam by creating a new project. This intuitive workflow facilitates efficient data entry, eliminating the need for manual duplication and ensuring a consistent capture of important client details across your business applications. Perfect for businesses seeking a seamless way to document project progress, this solution offers time-saving benefits while enhancing project management efficiency.

When this happens...
New Customer
New Customer from jobprogress
TriggerScheduled
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
New Customer from jobprogress
Trigger
Scheduled
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
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

New Lead
New Lead from JobProgress
Trigger
Scheduled
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
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

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 JobProgress

JobProgress is a business productivity platform for all home improvement contractors

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create CompanyCam projects from new JobProgress leads

Create new leads in JobProgress for every new project in CompanyCam

Create new CompanyCam projects from new JobProgress leads

CompanyCam + JobProgress

Create new projects in CompanyCam for each new customer in JobProgress

New Customer

Add Document

Lead Id

Job Id / Job Number (8888-9999-01)

Create Lead

Value

Latitude

Longitude

Address

City

House Number

Street

Zip Code

State

Country

Company

Documents List

Last Name

Phone

Salesman / Customer Rep

Job Rep / Estimator

Job Description

Referral

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

New Lead

Create Customer

Last Name

Company Name

Address

City

State

Zip Code

Country

Update Lead

Value

Latitude

Longitude

Address

City

House Number

Street

Zip Code

State

Country

Company

Documents List

Last Name

Phone

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project