Connect Espo CRM and CompanyCam to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
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 Espo CRM and CompanyCam automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
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Frequently Asked Questions
To start, connect both your Espo CRM and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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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