CompanyCam + Vtiger CRM

Create or update Vtiger CRM contacts from new CompanyCam photos

Efficiently manage your Vtiger CRM contacts when a new photo is added in CompanyCam using this seamless workflow. Once set up, every time a new image is uploaded in CompanyCam, the related contact will be created or updated in Vtiger CRM. Effortlessly stay on top of your projects and contacts by connecting your visual project management and customer relationship management tools.

When this happens...
New Photo
Triggers when a new photo is added to a company project.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- 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

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Product
Triggers when a new Product is created.
Trigger
Scheduled
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New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
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
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
Try It
New Case
Triggers when a new Case is created.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new Service is created.
Trigger
Scheduled
Try It
New Todo
Triggers when a new todo is created.
Trigger
Scheduled
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
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 Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Help

Related categories

CRM (Customer Relationship Management)

CompanyCam + Vtiger CRM

Create or update Vtiger CRM contacts from new CompanyCam photos

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

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

About CompanyCam

Related categories

About Vtiger CRM

Related categories

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