Connect Zoho Books and CompanyCam
Integrate Zoho Books with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Sales Invoice in Zoho Books
Create Checklist From Template in CompanyCam when New Sales Invoice in Zoho Books
Add Project to CompanyCam when New Sales Invoice in Zoho Books
Add Project Label in Companycam when New Sales Invoice in Zoho Books
Update Project Notepad in CompanyCam when New Sales Invoice in Zoho Books
Popular Zoho Books + CompanyCam flows
Start from a real workflow other teams are already running.
Add Photo in Companycam when New Sales Invoice in Zoho Books
Use this flowCreate Checklist From Template in CompanyCam when New Sales Invoice in Zoho Books
Use this flowAdd Project to CompanyCam when New Sales Invoice in Zoho Books
Use this flowAdd Project Label in Companycam when New Sales Invoice in Zoho Books
Use this flowUpdate Project Notepad in CompanyCam when New Sales Invoice in Zoho Books
Use this flowFind or Create Project in Companycam when New Sales Invoice in Zoho Books
Use this flowCreate Tag in CompanyCam when New Sales Invoice in Zoho Books
Use this flowCreate User in Companycam when New Sales Invoice in Zoho Books
Use this flowCreate Group in CompanyCam when New Sales Invoice in Zoho Books
Use this flowAdd Photo in Companycam when Sales Invoice Updated in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and CompanyCam.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
Get Organizations
Gets a list of your organizations.
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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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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About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn more
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books 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 Zoho Books 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 Zoho Books triggers actions in CompanyCam, and a separate workflow where CompanyCam triggers actions in Zoho Books. 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 Zoho Books and CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books 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.
