CompanyCam + ProLine

Add or update ProLine events to create new projects in CompanyCam

Keep your project management seamless and efficient with this handy workflow. Whenever an event is created or updated in ProLine, a corresponding project will be created in CompanyCam. This process ensures that your team stays on top of all events and tasks without the need for manual data entry, making your operations more streamlined and error-free. Enjoy the ease of having your project details updated in real-time, helping your business maintain productivity and focus.

When this happens...
Event Created or Updated
Triggers when a new event is scheduled or updated.
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?

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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Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
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
Try It
- 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
- 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 | 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
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

- Trigger on...Required
Trigger
Instant
Try It
- Trigger OnRequired
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 | 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
- 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
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

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 ProLine

ProLine is a messaging automation platform for contractors.

Help

Related categories

Sales & CRM

Related Zap Templates

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

Related Zap Templates

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

CompanyCam + ProLine

Add or update ProLine events to create new projects in CompanyCam

Chargeback Complete

Contact Created or Updated

Payment Complete

Refund Complete

Create Alert Activity

Create Call Activity

User

Call Duration

Recording

Voicemail

External ID

Call Note

Create or Update Contact

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

Create or Update Event

Event ID

Project ID

Event Type

Assignee

Contact Time Zone

External ID

External Reschedule Link

Exclude From Integration

Find Event

Event ID

External ID

Project ID

Start Date

[FILTER] Event Type

[FILTER] Assignee

Find Team Member

ProLine Number

User Email

Display Name

Find or Create Project

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 | Assignee

Project | Start Campaign

Project | Category

Project | Type

Project | Services