Connect Document360 and CompanyCam to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Ready to use Document360 and CompanyCam automations
Actions and Triggers
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 Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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.
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Frequently Asked Questions
To start, connect both your Document360 and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how Document360 data is recorded in CompanyCam. This includes choosing which data fields go into which fields of CompanyCam, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and CompanyCam 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 Document360 and CompanyCam. 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.
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout 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.
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