CompanyCam + RepCard

Add new projects in CompanyCam when statuses update in RepCard

Experience seamless project management with this workflow. When there's a status change in RepCard, it promptly initiates the addition of a new project in CompanyCam. This powerful combination brings real-time updates to your company projects, addressing the challenge of manual tracking and fostering efficient business processes. Harness this automation for consistent project updates and a streamlined workflow.

When this happens...
Status Changed
Triggers when a status is changed for a contact.
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?

- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write

- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- State
- City
- Zip
Action
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

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event belowRequired
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write
- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
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 Help

Related categories

Images & Design

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more Help

Related categories

Sales & CRM

Related Zap Templates

Update projects in CompanyCam when statuses change in RepCard

Related Zap Templates

Update projects in CompanyCam when statuses change in RepCard

CompanyCam + RepCard

Add new projects in CompanyCam when statuses update in RepCard

Appointment Outcome

New Contact

Status Changed

Trigger when any contact is changed to the status(s) below:

Add Event Ticket

First Name

Last Name

Email

Phone Number

Company Name

Create Contact

First Name

Last Name

Email

Country Code

Phone Number

Company Name

Title

Address

State

City

Zip

Latitude

Longitude

Notes

Create User

Last Name

Team

Update Contact

First Name

Last Name

Email

Country Code

Phone Number

Company Name

title

Notes

Address

State

City

Zip

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Appointment Set

New Registration

New User

New Appointment

Appointment Title

Last Name

Email

Phone Country Code

Phone Number

Address

State

City

Zip Code

Meeting Location

Meeting Link

Notes

Closer

Create Registration

Send Repcard to a Contact

Type

First Name

Last Name

Country Code

Phone Number

Email

Choose Contact

Choose text campaign

Checklist Completed

Photo Tagged

Project Labeled

Add Photo