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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Triggers when a document is added to a project.
Triggers when a new photo is added to a company project.
Triggers when you add a new project.
Action is the task that follows automatically within your ProductPlan integrations.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.
Adds a new photo to an existing project
Creates a new checklist on a project from a template
Creates a new project in your account

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ProductPlan and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how ProductPlan 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 ProductPlan 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 ProductPlan 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.
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn MoreCompanyCam 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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