Connect myphoner and CompanyCam to Build Intelligent Automations

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myphoner

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CompanyCam

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a document is added to a project.

New Photo

New Photo

Triggers when a new photo is added to a company project.

New Project

New Project

Triggers when you add a new project.

Todo / Checklist Completed

Todo / Checklist Completed

Triggers when a checklist is completed.

Photo Tagged

Photo Tagged

Triggers when a photo is tagged

Comment Created

Comment Created

Triggers when a new comment is created.

Do thisActions

Action is the task that follows automatically within your myphoner integrations.

Create Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

Mark Lead as Winner

Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.

Mark Lead as Lost

Mark Lead as Lost

Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.

Schedule Callback

Schedule Callback

Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.

Find or Create Lead

Find or Create Lead

Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.

Add Photo

Add Photo

Adds a new photo to an existing project

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Frequently Asked Questions

How do I start an integration between myphoner and CompanyCam?

To start, connect both your myphoner and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in CompanyCam (or vice versa).

Can we customize how data from myphoner is recorded in CompanyCam?

Absolutely. You can customize how myphoner 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.

How often does the data sync between myphoner and CompanyCam?

The data sync between myphoner and CompanyCam typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from myphoner to CompanyCam?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between myphoner and CompanyCam?

Yes, you can set conditional logic to control the flow of data between myphoner 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.

myphoner

About myphoner

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

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CompanyCam

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.

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