CompanyCam + Instant Roofer

CompanyCam + Instant Roofer integrations

Create CompanyCam projects from new Instant Roofer leads

This Zapier template will automatically create a project in CompanyCam from every new Instant Roofer lead. Each contractor uses different methods to name their projects. We built this template to use homeowner first and last name. However, some contractors use the home address in the name field. Feel free to use however is best for you. We also recommend additional fields to track your project such as initial roof estimate price, size of roof, and solar roof options.

When this happens...
New LeadTriggers when a roof replacement is requested.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with Instant Roofer and CompanyCam

Discover other triggers and actions you can use with Instant Roofer and CompanyCam

New Lead
Triggers when a roof replacement is requested.
Trigger
Instant
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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

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Labels
  Required
Trigger
Instant
Try It
- 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.

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Related categories

Images & Design

About Instant Roofer

Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.

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Related categories

Business Intelligence