CompanyCam + PEP Cloud

Automate client management: create or update PEP Cloud clients from new CompanyCam projects

Effortlessly manage your client data between CompanyCam and PEP Cloud with this seamless workflow. When you create a new project in CompanyCam, this automation will either create a new client in PEP Cloud or update an existing one with the project details. Stay organized and save time by having your client information up-to-date across both platforms.

When this happens...
New Project
Triggers when you add a new project.
TriggerInstant
automatically do this!
Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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

eBid Created
Triggers when an eBid is created.
Trigger
Instant
Try It
eBid Won
Triggers when an eBid is won.
Trigger
Instant
Try It

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
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
eBid Lost
Triggers when an eBid is lost.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Address1
- Address2
- City
- State
- Zipcode
- Country
- Phone
- Fax
- Cell
- Email
- Lead?
- Lead Source
- Color Dot Color
Action
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 PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

Help

Related categories

Project Management

CompanyCam + PEP Cloud

Automate client management: create or update PEP Cloud clients 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

eBid Created

eBid Won

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Client Created

eBid Lost

Create or Update Client

First Name

Last Name

Company Name

Address1

Address2

City

State

Zipcode

Country

Phone

Fax

Cell

Email

Lead?

Lead Source

Color Dot Color

About CompanyCam

Related categories

About PEP Cloud

Related categories