CompanyCam + ServiceTitan

Create labels in CompanyCam for new projects in ServiceTitan

This workflow initiates when you start a new project in ServiceTitan, prompting the creation of a corresponding project label in CompanyCam. This streamlined coordination between platforms enhances project organization and oversight, eliminating manual data transfer to save you time and potential errors. Experience a hassle-free and efficient way to manage your projects across both platforms.

This workflow initiates when you start a new project in ServiceTitan, prompting the creation of a corresponding project label in CompanyCam. This streamlined coordination between platforms enhances project organization and oversight, eliminating manual data transfer to save you time and potential errors. Experience a hassle-free and efficient way to manage your projects across both platforms.

  1. When this happens...
    ServiceTitanServiceTitan
    New Project

    Triggers when there's a new project.

    TriggerScheduled
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project Label

    Adds an existing Project Label or creates a new one if it does not exist.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Project Status

    • Project Sub Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Scheduled
    Try It
    • Booking ProviderRequired

    Trigger
    Scheduled
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    Trigger
    Scheduled
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    Trigger
    Scheduled
    Try It
    • Appointments IDs (maximum 50)

    • Job Id

    • Project Id

    • Appointment Number

    • Appointment Status

    • Technician Id

    • Customer Id

    • Appointments starts on or after

    • Appointments starts before

    • Appointments modified before

    • Appointments modified on or after

    • Appointments created on or after

    • Appointments created before

    Trigger
    Scheduled
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Employee Ids (maximum 50)

    • Employee name

    • Employee active

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Scheduled
    Try It
    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    Try It
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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