CompanyCam + ServiceTitan

Create new ServiceTitan customers from new CompanyCam projects

When a new project is started in your CompanyCam app, you can efficiently streamline your task flow with this workflow that results in a new customer creation in ServiceTitan. This automation ensures you have all your customer details in one place, saving time, and enhancing productivity. Benefit from seamless data flow between apps, minimizing duplicate data entry and maximizing your team's efficiency.

When a new project is started in your CompanyCam app, you can efficiently streamline your task flow with this workflow that results in a new customer creation in ServiceTitan. This automation ensures you have all your customer details in one place, saving time, and enhancing productivity. Benefit from seamless data flow between apps, minimizing duplicate data entry and maximizing your team's efficiency.

  1. When this happens...
    CompanyCamCompanyCam
    New Project

    Triggers when you add a new project.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CompanyCam triggers, actions, and search

    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
  • CompanyCam triggers, actions, and search

    New Document

    Triggers when a document is added to a project.

    Trigger
    Instant
    Try It
  • CompanyCam triggers, actions, and search

    New Photo

    Triggers when a new photo is added to a company project.

    Trigger
    Instant
    Try It
  • CompanyCam triggers, actions, and search

    New Project

    Triggers when you add a new project.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • Checklist Template IdRequired

    Action
    Write
companycam logo
companycam logo

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 moreHelp

Related categories

  • Images & Design
servicetitan logo
servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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