
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

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Get request structure
Fetch Form Configuration
Create CLM Request
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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 SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in CompanyCam triggers actions in SignDesk (or vice versa).
Absolutely. You can customize how CompanyCam data is recorded in SignDesk. This includes choosing which data fields go into which fields of SignDesk, setting up custom formats, and filtering out unwanted information.
The data sync between CompanyCam and SignDesk 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 SignDesk. 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 MoreSignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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