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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
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
- 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). - In your server, listen for incoming POST requests from the CompanyCam webhook. Extract the following payload data:
photo_id,client_id,timestamp, andlocation. - Using the extracted
client_id, make a POST request to the Keap REST API endpointhttps://api.keap.com/v1/contacts/{client_id}/notes. Include the photo metadata in the request body, formatted as JSON, with fields forphoto_id,timestamp, andlocation. - Ensure to handle any errors returned from the Keap API, particularly checking for valid
client_idexistence before making the POST request.
Developer Warnings & API Gotchas
- Ensure that the
client_idfrom 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 CompletedDo this in Keap Add a Product to an Invoice
-
When this happens in CompanyCam... List Checklist TemplateDo this in Keap Create Company
-
When this happens in CompanyCam... List of project labelsDo this in Keap Create Invoice
-
When this happens in CompanyCam... List of tagsDo this in Keap Create Note
-
When this happens in CompanyCam... New DocumentDo this in Keap Create Product
SyncMatrix Experts
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