
When this happens...
New Document
New Photo
New Project
Todo / Checklist Completed
Photo Tagged
Comment Created
Photo Updated
Project Updated
Label Added In Project
Contact Added To Project
Contact Updated To Project
Merged Project
Archived Project
Project Deleted
Comment All

Automatically do this!
Update Sales Quote
Update Sales Order
Update Purchase Order
Get Inventory Locations
Get Product Suppliers
Get Sales Orders
Find Inventory Location by ID
Find Supplier/Client by ID
Find Client/Supplier by Name
Get Currencies
Find Currency by Code
Find Currency by ID
Find Discount by ID
Find Discount by Name
Get Documents
Find Document by ID
Find Inventory Location by Name
Find Product by ID
Find Product by SKU
Find a Product Category
Find Product Category by ID
Find Document
Find Purchase Order by ID
Find Purchase Order by Number
Find Sales Order by ID
Find Tax by ID
Find Tax by Name
Find Sales Order by No.
Find Sales Quote by ID
Find Sales Quote by No.
Find Shipping Provider by Name
Find Work Order by ID
Find Pricing Rule by ID
Insert New Currency
Insert New Discount
Insert New Inventory Location
Insert New Tax
Insert a Product
Insert Supplier/Client
Insert Sales Order
Insert Purchase Order
Insert Sales Quote
Insert Shipping Provider
Insert Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is added to a project.
Triggers when a new photo is added to a company project.
Triggers when you add a new project.
Triggers when a checklist is completed.
Triggers when a photo is tagged
Triggers when a new comment is created.
Action is the task that follows automatically within your CompanyCam integrations.
Adds a new photo to an existing project
Creates a new checklist on a project from a template
Creates a new project in your account
Adds an existing Project Label or creates a new one if it does not exist.
Updates the Project Notepad.
Find a project by name or address . Optionally creates a new project if none is found.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your CompanyCam and Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in CompanyCam triggers actions in Megaventory (or vice versa).
Absolutely. You can customize how CompanyCam data is recorded in Megaventory. This includes choosing which data fields go into which fields of Megaventory, setting up custom formats, and filtering out unwanted information.
The data sync between CompanyCam and Megaventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CompanyCam and Megaventory. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreIntegrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
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