CompanyCam logo + Keap logo

Automate CompanyCam & Keap

Stop paying for mismatched spreadsheets. Sync data between CompanyCam and Keap in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["CompanyCam"]
        T1(["Checklist Completed"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Keap"] A1(["Add a Product to an Invoice"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When CompanyCam and Keap operate independently, field teams often take photos of job sites and manually enter client information into Keap. This leads to discrepancies in project documentation, as the photo metadata, such as timestamps and location, may not match the client records. For example, a technician might spend 30 minutes entering data from a job site into Keap, only to find that the photos taken do not correlate with the correct client due to human error in data entry, wasting valuable time and resources for the operations team.

Top Ways to Automate CompanyCam & Keap

  • Automated Photo Uploads: Automatically sync photos taken in CompanyCam directly into Keap, ensuring that all documentation is readily available for customer interactions and project updates without manual effort.
  • Streamlined Customer Follow-Ups: Trigger automated follow-up emails in Keap whenever new photos are uploaded in CompanyCam, enhancing communication and keeping customers informed about project progress.
  • Centralized Reporting: Generate comprehensive reports that combine photo documentation from CompanyCam with customer data in Keap, providing insights that drive informed decision-making and improve service delivery.

How to Build the CompanyCam → Keap Sync

  1. In CompanyCam, configure a webhook to trigger on photo upload events. Set the webhook URL to your server endpoint (e.g., https://your-server.com/companycam-webhook).
  2. In your server, listen for incoming POST requests from the CompanyCam webhook. Extract the following payload data: photo_id, client_id, timestamp, and location.
  3. Using the extracted client_id, make a POST request to the Keap REST API endpoint https://api.keap.com/v1/contacts/{client_id}/notes. Include the photo metadata in the request body, formatted as JSON, with fields for photo_id, timestamp, and location.
  4. Ensure to handle any errors returned from the Keap API, particularly checking for valid client_id existence before making the POST request.

Developer Warnings & API Gotchas

  • Ensure that the client_id from CompanyCam matches the format expected by Keap; mismatched formats can lead to failed API calls.
  • When extracting the timestamp, verify the timezone of the photo upload to ensure it aligns with Keap's expected timezone settings.
  • Be cautious of the payload size when sending multiple photo metadata in a single request to Keap; exceeding the API's maximum payload limit can cause the request to fail.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in CompanyCam... Checklist Completed
    Do this in Keap Add a Product to an Invoice
  • When this happens in CompanyCam... List Checklist Template
    Do this in Keap Create Company
  • When this happens in CompanyCam... List of project labels
    Do this in Keap Create Invoice
  • When this happens in CompanyCam... List of tags
    Do this in Keap Create Note
  • When this happens in CompanyCam... New Document
    Do this in Keap Create Product

SyncMatrix Experts

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I can see you're looking at mapping CompanyCam to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?