Connect Crystal Ball and CompanyCam
Integrate Crystal Ball with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Annotation in Crystal Ball in Crystal-ball when New Document in Companycam
Delete Annotation in Crystal Ball when New Document in Companycam
Change Annotation in Crystal Ball when New Document in Companycam
Create Annotation in Crystal Ball in Crystal-ball when New Photo in CompanyCam
Delete Annotation in Crystal Ball when New Photo in CompanyCam
Popular Crystal Ball + CompanyCam flows
Start from a real workflow other teams are already running.
Create Annotation in Crystal Ball in Crystal-ball when New Document in Companycam
Use this flowDelete Annotation in Crystal Ball when New Document in Companycam
Use this flowChange Annotation in Crystal Ball when New Document in Companycam
Use this flowCreate Annotation in Crystal Ball in Crystal-ball when New Photo in CompanyCam
Use this flowDelete Annotation in Crystal Ball when New Photo in CompanyCam
Use this flowChange Annotation in Crystal Ball when New Photo in CompanyCam
Use this flowCreate Annotation in Crystal Ball in Crystal-ball when New Project in CompanyCam
Use this flowSupported Triggers & Actions
Everything you can automate between Crystal Ball and CompanyCam.
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 Crystal Ball integrations.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn more
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Crystal Ball and CompanyCam 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 Crystal Ball and CompanyCam 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 CompanyCam. No coding required.
Yes. You can set up a workflow where Crystal Ball triggers actions in CompanyCam, and a separate workflow where CompanyCam triggers actions in Crystal Ball. 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 Crystal Ball and CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Crystal Ball and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
