CompanyCam + Service Fusion

Create CompanyCam projects from new Service Fusion estimates

Create projects in CompanyCam effortlessly whenever you have a new estimate in Service Fusion. With this automation, each time a new estimate appears in Service Fusion, a corresponding project will be added to CompanyCam, streamlining your workflow and saving you time. Stay organized and never miss a beat with this efficient and straightforward process.

When this happens...
New Estimate
Triggers when a new Service Fusion estimate is created.
TriggerScheduled
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?

- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Scheduled
Try It
New Job
Triggers when a new Service Fusion job is created.
Trigger
Scheduled
Try It
- TypeRequired
- Start DateRequired
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
Action
Write
- ###Customer Contact Information
- CustomerRequired
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job StatusRequired
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
Action
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

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Scheduled
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Scheduled
Try It
- Customer NameRequired
- Account Number
- Private Notes
- Public Notes
- Payment Terms
- Discount
- Discount Type
- Credit Rating
- Labor Charge Type
- Labor Charge Default Rate
- Qbo Sync Token
- Qbo Currency
- Last Serviced Date
- Is Bill For Drive Time
- Is Vip
- Is Taxable
- Parent Customer
- Referral Source
- Agent
- Assigned Contract
- Payment Type
- Tax Item Name
- Industry
- Prefix
- First Name
- Last Name
- Suffix
- Type
- Job Title
- Department
- Dob
- Anniversary
- Is Primary
- Email
- Email Class
- Email Types Accepted
- Phone
- Phone Type
- Phone Extension
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Country
- Nickname
- Gate Instructions
- Latitude
- Longitude
- Location Type
- Is Primary
- Is Gated
- Is Bill To
- Customer Contact
- Custom Fields
Action
Write
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

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 Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Help

Related categories

eCommerce

Related Zap Templates

Create projects in CompanyCam from new estimates in Service Fusion

Create new projects in CompanyCam when new jobs are added in Service Fusion

CompanyCam + Service Fusion

Create CompanyCam projects from new Service Fusion estimates

Job Status Updated

When Job Status Changes To

New Estimate

New Job

Create Calendar Task

Start Time

End Date

End Time

Task Note

Assign To (Users)

Relates To (Customers)

Relates To (Jobs)

Relates To (Estimates)

Privacy

Recurrence

Create Job

###Customer Contact Information

First Name

Last Name

###Location Information

Location Name

Address

Ste/Unit/Apt

City

State

Zip Code

Gated Property

Gate Code

###Job Details Section

Job Category

Job Description

PO#

Job Source

Agent/Rep

###Job Information Section

Job Date

Arrival Time Start

Arrival Time End

Job Priority

Assigned Techs

Notes for Tech

Completion Notes

Payment Method

###Custom Fields Section

Custom Fields

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New Customer

New Invoice

New Tech

Create Customer

Account Number

Private Notes

Public Notes

Payment Terms

Discount

Discount Type

Credit Rating

Labor Charge Type

Labor Charge Default Rate

Qbo Sync Token

Qbo Currency

Last Serviced Date

Is Bill For Drive Time

Is Vip

Is Taxable

Parent Customer

Referral Source

Agent

Assigned Contract

Payment Type

Tax Item Name

Industry

Prefix