Connect CompanyCam and Salesflare
Integrate CompanyCam with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Account in Salesflare
Create Checklist From Template in CompanyCam when New Account in Salesflare
Add Project to CompanyCam when New Account in Salesflare
Add Project Label in Companycam when New Account in Salesflare
Update Project Notepad in CompanyCam when New Account in Salesflare
Popular CompanyCam + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Add Photo in Companycam when New Account in Salesflare
Use this flowCreate Checklist From Template in CompanyCam when New Account in Salesflare
Use this flowAdd Project to CompanyCam when New Account in Salesflare
Use this flowAdd Project Label in Companycam when New Account in Salesflare
Use this flowUpdate Project Notepad in CompanyCam when New Account in Salesflare
Use this flowFind or Create Project in Companycam when New Account in Salesflare
Use this flowCreate Tag in CompanyCam when New Account in Salesflare
Use this flowCreate User in Companycam when New Account in Salesflare
Use this flowCreate Group in CompanyCam when New Account in Salesflare
Use this flowAdd Photo in Companycam when New Contact in Salesflare
Use this flowSupported Triggers & Actions
Everything you can automate between CompanyCam and Salesflare.
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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AI will build it for you
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CompanyCam and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where CompanyCam triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CompanyCam and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
