CompanyCam + ProLine

Create or update projects in CompanyCam when contacts are created or updated in ProLine

Efficiently manage your contacts and projects in one go! With this workflow, whenever a new or updated contact appears in ProLine, a corresponding project will be created in CompanyCam. This smooth routine ensures all your important contacts are tracked and associated to a project immediately and seamlessly, saving you time and minimizing manual data entry.

When this happens...
Contact Created or Updated
Triggers when a contact in your ProLine account is created or updated.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
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Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
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- Zapier Trigger StepRequired
Trigger
Instant
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- Event IDRequired
Action
Write

- Contact IDRequired
- User
- Message TypeRequired
- Message BodyRequired
- Message Note
- External ID
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project IDRequired
- File URLRequired
- File Name
Action
Write
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or write
New Document
Triggers when a document is added to a project.
Trigger
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

- Trigger on...Required
Trigger
Instant
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- Trigger OnRequired
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
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Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Contact IDRequired
- Alert ContentRequired
Action
Write
- Contact IDRequired
- User
- Call TypeRequired
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Write
- Event ID
- Project ID
- Start DateRequired
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Search or write
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.

Learn more

Related categories

Images & Design

About ProLine

ProLine is a messaging automation platform for contractors.

Related categories

Sales & CRM

Related Zap Templates

Add or update ProLine events to create new projects in CompanyCam

Related Zap Templates

Add or update ProLine events to create new projects in CompanyCam

CompanyCam + ProLine

Create or update projects in CompanyCam when contacts are created or updated in ProLine

Chargeback Complete

Contact Created or Updated

Invoice Sent or Paid

Payment Complete

Quote Sent or Approved

Zapier Trigger Step Occurs

Cancel Event

Create Message Activity

Create or Update Project

Upload File to Project

Find Event

Find Team Member

Find or Create Project

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New Communication Activity

Event Created or Updated

Order Sent or Accepted

Project Created or Updated

Refund Complete

Create Alert Activity

Create Call Activity

Create or Update Contact

Create or Update Event

Find Contact

Find Project

Find or Create Contact

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

About CompanyCam

Related categories

About ProLine

Related categories

Related Zap Templates

Related Zap Templates