CompanyCam + Workiz
Add new Workiz jobs to CompanyCam as projects instantly
Create a seamless workflow between your Workiz and CompanyCam apps. When a new job is added in Workiz, this automation takes care of creating a corresponding project in CompanyCam. This streamlines your project management process, ensuring all job information is instantly and accurately reflected in both systems.
Create a seamless workflow between your Workiz and CompanyCam apps. When a new job is added in Workiz, this automation takes care of creating a corresponding project in CompanyCam. This streamlines your project management process, ensuring all job information is instantly and accurately reflected in both systems.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Add Project
Creates a new project in your account.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Checklist Completed
Triggers when a checklist is completed.
Try It