Connect Raynet CRM and CompanyCam to Build Intelligent Automations

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Raynet CRM

When this happens...

Choose an Action

CompanyCam

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

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

Do thisActions

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

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

Modifying Price List

Modifying Price List

Modifying price list data

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Raynet 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 Raynet CRM and CompanyCam?

The data sync between Raynet 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 Raynet 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 Raynet CRM and CompanyCam?

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

Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

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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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