A Zap is an automated workflow that connects two apps — no code, no manual data entry, no one remembering to update both systems. When something happens in one app, the Zap fires and does something in another. That’s it.
CompanyCam uses Zapier to make that possible across more than 5,000 apps and services. If there’s a tool your business relies on that doesn’t have a direct CompanyCam integration, there’s a good chance a Zap can bridge the gap — and get it running in under five minutes.
What Is Zapier?
Zapier is an automation platform that connects different software tools using a trigger-and-action system. Instead of logging into multiple platforms to keep your data in sync, Zapier does it automatically — moving information between your apps the moment something happens, without anyone doing it manually.
For contractors managing jobs across multiple tools, that means less time copying and pasting, fewer things falling through the cracks, and a software stack that actually works together.
How Zaps Work
Every Zap is built from two things: a trigger and an action.
A trigger is an event that starts the automation — something that happens in one of your connected apps. A new project created in CompanyCam. A new lead added in your CRM. A photo tagged on a job site. When the trigger fires, Zapier picks up the data from that event and passes it to the next step automatically.
An action is what Zapier does with that data. It might create a matching record in another app, send a notification to a Slack channel, update a field in your CRM, or log the event to a Google Sheet. You can chain multiple actions together in a single Zap — so one trigger in CompanyCam can update your CRM, notify your team, and log the job to a spreadsheet simultaneously, without anyone doing it manually.
Once a Zap is running, it fires in the background every time the trigger condition is met. No one has to remember to do anything.
What You Can Do with CompanyCam and Zapier
The automations you can build are as specific as your workflow. Here are a few of the most common ways contractors are using Zaps with CompanyCam:
- Create a CompanyCam project every time a new lead is added in Zoho, HubSpot, Pipedrive, or another CRM.
- Trigger a task in your project management tool when a photo is tagged with a specific label in CompanyCam.
- Send a Slack notification when a new CompanyCam project is created so your whole team knows a job is active.
- Log job activity to a Google Sheet automatically when photos are uploaded or projects are updated.
- Update a CRM record in monday.com, Zoho, or Pipedrive when a CompanyCam project status changes.
- Create a follow-up task in your to-do or project management tool when a job is completed in CompanyCam.
- Send a customer email or text through a connected platform when a new CompanyCam project is created for their address.
- Upload new CompanyCam photos to Google Drive automatically so stakeholders outside CompanyCam always have the latest documentation.
3 Things That Make CompanyCam Zaps More Useful
Not all Zapier integrations are built the same. CompanyCam’s Zapier integration includes a few capabilities that go beyond basic trigger-and-action connections, making it more flexible and more useful for contractors who want their tools to work together without a lot of manual setup.
1. One-click connection with OAuth
CompanyCam and Zapier connect quickly and securely without manual API key setup — the first connection takes less than a minute. OAuth handles the authorization automatically, so instead of copying tokens between platforms or digging through API settings, you just click to authorize and you’re connected.
2. Instant triggers for all CompanyCam actions
When something happens in CompanyCam — a project is created, a photo is uploaded, a tag is applied — Zapier picks it up and fires the connected action in near real time. Your tools share data as work happens, not hours later.
3. Photo tag triggers
When a photo is tagged in CompanyCam, that tag can trigger a downstream action in a connected app automatically. It lets your tagging workflow do more than organize photos — it can kick off a task, update a record, or alert the right person the moment a specific type of documentation is captured on site.
4. CompanyCam + Zapier templates
Zapier keeps a list of the most common CompanyCam + Zapier templates, pre-built and ready for you to use. Instead of building a Zap from scratch, you can start from a template that’s already configured for a common CompanyCam workflow. It’s the fastest way to get your first automation running without having to think through the trigger-and-action setup yourself.
How to Get Started
First, you’ll need a Zapier account. Zapier offers both free and paid plans depending on how many Zaps you need and how frequently they run.
- Log in to Zapier and click Create a Zap.
- Search for CompanyCam as your trigger or action app.
- Authorize the connection using OAuth — a one-time step that takes less than a minute.
- Choose your trigger event and the action you want Zapier to take in response.
- Test the Zap to confirm it’s working, then turn it on.
For a detailed walkthrough, check out our step-by-step guide. If you run into any issues, reach out to our support team.
If you’re new to CompanyCam, start a 14-day free trial today. Already using CompanyCam? Log in and start building your first Zap.
