CompanyCam + JobTread

Create new CompanyCam projects when JobTread customers are added

Effortlessly streamline your project management process with this workflow that connects JobTread and CompanyCam. When a new customer is created in JobTread, a project will be added in CompanyCam, ensuring your project information stays up-to-date across both platforms. This automation helps you save time, reduce manual tasks, and maintain consistency for better organization and efficiency.

When this happens...
Customer Created
Triggers when a customer is created.
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?

- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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Instant
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
- Limit files uploaded to this type (optional)
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- OrganizationRequired
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- OrganizationRequired
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Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search
New Document
Triggers when a document is added to a project.
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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

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- JavaScript CodeRequired
Action
Write
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User 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.

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Related categories

Images & Design

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more Help

Related categories

Project Management

Related Zap Templates

Create CompanyCam projects for new JobTread jobs

Create new customers in JobTread for each new project in CompanyCam

CompanyCam + JobTread

Create new CompanyCam projects when JobTread customers are added

Comment Created

Customer Contact Created

Customer Created

Daily Log Created

Document Created

Document Updated

File Created

Limit files uploaded to this type (optional)

Job Created

Task Created

Vendor Contact Created

Vendor Updated

Assign Access

Notify

Create Customer

Add Customer Contact

Add Location

Add Files to Customer

Create Daily Log

Notes

Notify assignees

Assignees

Create Location

Location Address

Create Vendor

Add Vendor Contact

Import Task Template

Start Date and Time

Notify

Update Customer

Customer Id

Customer Name

This customer is taxable

Update Location

Address

Name

Update Vendor

Account Id

Vendor name

Find a Customer

Customer Name

Find a Location

Location Name

Find a Vendor

Vendor Name

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Comment Updated

Customer Contact Updated

Customer Updated

Daily Log Updated

Document Recipient Updated

Event Created

File Updated

Limit files updated to this type (optional)

Job Updated

Task Updated

Vendor Created

Code

Create Comment

Assignee Emails

Create Customer Contact

Title

Create Job

Description

Name

Account ID

Create Task

Description

Is To-Do

Target Type

Target Id

Parent Task Id

Start Date