CompanyCam integration with Salesforce
How to Create Salesforce accounts from new projects in CompanyCam
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce accounts from new projects in CompanyCam" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CompanyCam integrations
CompanyCam actions
Nekton can use any feature that is available in CompanyCam API.
Using our advanced AI, you can easily create custom automations for CompanyCam.
Here are some typical actions you can do in your automated workflows.
Add Photo
Adds a new photo to existing project.
Add Project
Creates a new project in your account.
Update Project Notepad
Updates the Project Notepad. CAUTION - Any overwrites to project notes cannot be undone.
Find or Create a Project
Find or Create a Project
Create Checklist From Template
Creates a new checklist on a project from a template
Add Project Label
Adds an existing Project Label or creates a new one if it does not exist.
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.