CompanyCam + Spotio + vcita Integrations

How to connect CompanyCam + Spotio + vcita

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Do even more with CompanyCam + Spotio + vcita

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with CompanyCam, Spotio, and vcita. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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

Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
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Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
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Record Created
Triggers when record is created.
Trigger
Instant
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Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
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Note Created
Triggers when note for record is created.
Trigger
Instant
Try It
Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- AutoplayRequired
- Contact IdRequired
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject TypeRequired
- DataObject FieldRequired
- Search valueRequired
Action
Search
- ActivityIdRequired
Action
Search or write
- DataObject TypeRequired
- DataObject FieldRequired
- Search valueRequired
Action
Search or write
- AddressRequired
- Address Unit
Action
Search or write
- SearchQueryRequired
Action
Search or write
- EmailRequired
Action
Search or write
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
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- AddressRequired
- Allow Online Payment
- Client IDRequired
- CurrencyRequired
- Due DateRequired
- Invoice Number
- Issued AtRequired
- AmountRequired
- Description
- Discount
- QuantityRequired
- TitleRequired
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- NameRequired
- RateRequired
Action
Write
- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search

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
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
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
Try It
Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
Try It
Document Added to Record
Triggers when document is added to record.
Trigger
Instant
Try It
Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
Try It
Record Updated
Triggers when record is updated.
Trigger
Instant
Try It
- Spotio UsernameRequired
- MessageRequired
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write
Create Record
Create a new dataObject
Action
Write
- AutoplayRequired
- Contact IdRequired
- Allow enrolling with partial informationRequired
- Allow enrolling already enrolled contactsRequired
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityIdRequired
Action
Search
- Search valueRequired
Action
Search
- ActivityIdRequired
Action
Search or write
- Search valueRequired
Action
Search or write
- SearchQueryRequired
Action
Search or write
- FieldNameRequired
- FieldValueRequired
Action
Search or write
- ExternalLeadIdRequired
Action
Search or write
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
Action
Write
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

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How CompanyCam + Spotio + vcita Integrations Work

Step 1: Authenticate CompanyCam, Spotio, and vcita.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect CompanyCam + Spotio + vcita

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

Related categories

Images & Design

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

Learn more

Related categories

Sales & CRM

About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CompanyCam + Spotio + vcita Integrations

How to connect CompanyCam + Spotio + vcita

Do even more with CompanyCam + Spotio + vcita

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Street Address 1

Street Address 2

City

State

Postal Code

Unique External ID

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

Update Project Notepad

Find or Create a Project

Street Address 1

Street Address 2

City

State

Postal Code

Unique External ID

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

Activity Created or Updated

Appointment Created

Record Created

Record Stage Changed

Note Created

Create Activity

Create Appointment

Create Image

Unenroll Contact to Autoplay

Update Record

Search Record

Find or Create Activity

Find or Create DataObject

Find or Create Lead

Address Unit

Find or Create Lead

Find or Create Lead

New Appointment

Created Invoice

New Payment

Create Invoice

Allow Online Payment

Invoice Number

Description

Discount

Note

Send Email

Source Campaign

Source Channel

Source Name

Source URL

Staff ID

Status

Title

Create Payment

Paid At

Payment Subject ID

Payment Subject Type

Send Receipt

Staff ID

Find Client

Items Per Page

Page Number

Search By

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Activity Created

Activity Updated