Integrations OneHash CRM CompanyCam
OneHash CRM + CompanyCam

Connect OneHash CRM and CompanyCam to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

CompanyCam

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

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.

Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

Add Photo

Add Photo

Adds a new photo to an existing project

Create Checklist From Template

Create Checklist From Template

Creates a new checklist on a project from a template

Add Project

Add Project

Creates a new project in your account

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Frequently Asked Questions

How do I start an integration between OneHash CRM and CompanyCam?

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

Can we customize how data from OneHash CRM is recorded in CompanyCam?

Absolutely. You can customize how OneHash 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.

How often does the data sync between OneHash CRM and CompanyCam?

The data sync between OneHash CRM 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 OneHash CRM 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 OneHash CRM and CompanyCam?

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

OneHash CRM

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

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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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