Schedule new on-site estimates in DripJobs and add projects in CompanyCam automatically
Schedule an estimate on DripJobs and instantly create a new project in CompanyCam with this efficient workflow. This enables you to streamline your project management by minimizing manual data entry and ensuring information consistency across platforms. Ideal for service businesses looking to enhance productivity and maintain impeccable project organization.
- When this happens...On-Site Estimate ScheduledTriggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Add ProjectCreates a new project in your account.
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More things you can do with DripJobs and CompanyCam
Discover other triggers and actions you can use with DripJobs and CompanyCam
- Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItTriggerInstant - Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItTriggerInstant - New Lead Created
Triggers when a new lead is created in dripjobs.
Try ItTriggerInstant - Project Stage Changed
Triggers when a project stage is changed in dripjobs
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- Card Label Changed
Triggers when a card label is changed
Try ItTriggerInstant - Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItTriggerInstant - On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by customer
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