Connect Sanchay Crm and CompanyCam to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
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 Sanchay Crm and CompanyCam automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
Get Module Fields
Get all fields in a module
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Frequently Asked Questions
To start, connect both your Sanchay Crm and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how Sanchay 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 Sanchay 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 Sanchay 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 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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