Connect Sanchay Crm and CompanyCam
Integrate Sanchay Crm with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Lead Is Created in Sanchay CRM
Create Checklist From Template in CompanyCam when New Lead Is Created in Sanchay CRM
Add Project to CompanyCam when New Lead Is Created in Sanchay CRM
Add Project Label in Companycam when New Lead Is Created in Sanchay CRM
Update Project Notepad in CompanyCam when New Lead Is Created in Sanchay CRM
Popular Sanchay Crm + CompanyCam flows
Start from a real workflow other teams are already running.
Choose a trigger
Sanchay Crm
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
Choose an action
CompanyCam
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
Add Photo in Companycam when New Lead Is Created in Sanchay CRM
Use this flowCreate Checklist From Template in CompanyCam when New Lead Is Created in Sanchay CRM
Use this flowAdd Project to CompanyCam when New Lead Is Created in Sanchay CRM
Use this flowAdd Project Label in Companycam when New Lead Is Created in Sanchay CRM
Use this flowUpdate Project Notepad in CompanyCam when New Lead Is Created in Sanchay CRM
Use this flowFind or Create Project in Companycam when New Lead Is Created in Sanchay CRM
Use this flowCreate Tag in CompanyCam when New Lead Is Created in Sanchay CRM
Use this flowCreate User in Companycam when New Lead Is Created in Sanchay CRM
Use this flowCreate Group in CompanyCam when New Lead Is Created in Sanchay CRM
Use this flowAdd Photo in Companycam when Ticket Is Updated in Sanchay CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Sanchay Crm and CompanyCam.
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 Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create New User
Create a new user in CRM
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Similar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sanchay Crm and CompanyCam accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sanchay Crm and CompanyCam as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CompanyCam. No coding required.
Yes. You can set up a workflow where Sanchay Crm triggers actions in CompanyCam, and a separate workflow where CompanyCam triggers actions in Sanchay Crm. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sanchay Crm and CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sanchay Crm and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
