CompanyCam + DripJobs

CompanyCam + DripJobs integrations

"create new CompanyCam projects when proposals are accepted in DripJobs"

Start new projects promptly and effortlessly with this workflow that links DripJobs and CompanyCam. When a proposal gets accepted in DripJobs, a new project is instantly created in CompanyCam. This automated process aids in tackling new tasks swiftly, ensuring seamless progress and optimal team efficiency.

When this happens...
Proposal AcceptedTriggers when a proposal is marked accepted in dripjobs.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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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.
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Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
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Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
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Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
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Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
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Instant
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Task Created
Triggers when a new Task is created in DripJobs
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Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Appointment Details
  Required
- Lead Source
  Required
- Preferred Date
  Required
- Another Date
- Preferred Time
  Required
- Assign To
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write

- Contact Identifier
  Required
- Contact Identifier Type
- Message Content
  Required
- Sender
Action
Write
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
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New Project
Triggers when you add a new project.
Trigger
Instant
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- Project ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

Card Label Changed
Triggers when a card label is changed
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Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
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Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
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Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
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Instant
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- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Start Time
  Required
- End Time
  Required
- Appointment Details
  Required
- Assign To
- Send Email Reminders
  Required
- Send Sms Reminders
  Required
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write
Checklist Completed
Triggers when a checklist is completed.
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Instant
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- Tags
  Required
Trigger
Instant
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- Labels
  Required
Trigger
Instant
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- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- 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 ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- 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

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 moreLearn moreHelpHelp

Related categories

Images & Design

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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