Connect CompanyCam and Nutshell
Integrate CompanyCam with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CompanyCam + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
CompanyCam
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
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
Find User in Nutshell when New Document in Companycam
Use this flowCreate Company in Nutshell when New Document in Companycam
Use this flowList Users in Nutshell when New Document in Companycam
Use this flowList Account in Nutshell when New Document in Companycam
Use this flowList Account Type in Nutshell when New Document in Companycam
Use this flowList Activities in Nutshell when New Document in Companycam
Use this flowList Activity Types in Nutshell when New Document in Companycam
Use this flowList Custom Fields For Leads from Nutshell when New Document in Companycam
Use this flowList Items For Leads in Nutshell when New Document in Companycam
Use this flowList Leads in Nutshell when New Document in Companycam
Use this flowSupported Triggers & Actions
Everything you can automate between CompanyCam and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
Comment Created
Triggers when a new comment is created.
Do thisActions
Action is the task that follows automatically within your CompanyCam integrations.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
Add Project
Creates a new project in your account
Add Project Label
Adds an existing Project Label or creates a new one if it does not exist.
Update Project Notepad
Updates the Project Notepad.
Find or Create Project
Find a project by name or address . Optionally creates a new project if none is found.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CompanyCam and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CompanyCam and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where CompanyCam triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in CompanyCam. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CompanyCam and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CompanyCam and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
