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How to Integrate salesforce & CompanyCam

Automate your business. Connect salesforce to CompanyCam and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Closed Opportunity (Legacy) → Then: Create Project
When: Get Accounts → Then: Add Photo
When: Get Campaigns → Then: Create Checklist From Template
When: Get Contacts → Then: Add Project
When: Get Converted Status for Leads → Then: Add Project Label

salesforce Triggers

Events that happen in salesforce to start an automation.

  • Trigger
    Closed Opportunity (Legacy)
    Closed Opportunity (Legacy)
  • Trigger
    Get Accounts
    Get Accounts
  • Trigger
    Get Campaigns
    Get Campaigns
  • Trigger
    Get Contacts
    Get Contacts
  • Trigger
    Get Converted Status for Leads
    Get Converted Status for Leads
  • Trigger
    Get Creatable Objects
    Get Creatable Objects
  • Trigger
    Get Datetime Fields For Object
    Get Datetime Fields For Object
  • Trigger
    Get Fields For Object
    Get Fields For Object
  • Trigger
    Get Fields For Object
    Get Fields For Object
  • Trigger
    Get File
    Get File
  • Trigger
    Get Flows
    Get Flows
  • Trigger
    Get Leads
    Get Leads
  • Trigger
    Get Non Converted Leads
    Get Non Converted Leads
  • Trigger
    Get Numeric Fields for Object
    Get Numeric Fields for Object
  • Trigger
    Get Opportunities
    Get Opportunities
  • Trigger
    Get Opportunity Stages fields
    Get Opportunity Stages fields
  • Trigger
    Get Queryable Objects
    Get Queryable Objects
  • Trigger
    Get Records For Object
    Get Records For Object
  • Trigger
    Get Reports
    Get Reports
  • Trigger
    Get Updateable Objects
    Get Updateable Objects
  • Trigger
    List History Objects
    List History Objects
  • Trigger
    New Case Attachment
    New Case Attachment
  • Trigger
    New Contact
    New Contact
  • Trigger
    New Field History Tracking Event
    New Field History Tracking Event
  • Trigger
    New or Updated File on Record
    New or Updated File on Record
  • Trigger
    New Lead
    New Lead
  • Trigger
    New Outbound Message
    New Outbound Message
  • Trigger
    New Record
    New Record
  • Trigger
    Opportunity Stage Change (Legacy)
    Opportunity Stage Change (Legacy)
  • Trigger
    Updated Field on Record
    Updated Field on Record
  • Trigger
    Updated Opportunity (Legacy)
    Updated Opportunity (Legacy)
  • Trigger
    Updated Record
    Updated Record
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

CompanyCam Actions

What CompanyCam will do automatically when triggered.

  • Action
    Create Project
    Creates a new project for photo documentation.
  • Action
    Add Photo
    Add Photo
  • Action
    Create Checklist From Template
    Create Checklist From Template
  • Action
    Add Project
    Add Project
  • Action
    Add Project Label
    Add Project Label
  • Action
    Update Project Notepad
    Update Project Notepad

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