Automate Square & CompanyCam

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

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Square"]
        T1(["Completed Payment"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["CompanyCam"]
        A1(["Add Photo"])
    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 Square transactions are processed without integration to CompanyCam, critical payment details are lost in transit. For instance, a contractor might receive payment for a job, but without a direct link to CompanyCam, the corresponding project documentation remains unassociated. This leads to manual data entry where team members must cross-reference payment records with project images, wasting valuable time and increasing the likelihood of errors in project tracking and financial reconciliation.

Top Ways to Automate Square & CompanyCam

Automated Photo Uploads to Invoices: Seamlessly attach CompanyCam photos directly to Square invoices, ensuring that all project documentation is readily available for billing and client review.
Real-Time Expense Tracking: Automatically sync project-related expenses captured in CompanyCam with Square, providing a holistic view of project costs and enhancing financial accuracy.
Streamlined Project Management: Create automated notifications that alert team members in Square when new photos are uploaded in CompanyCam, ensuring everyone stays informed and aligned on project progress.

How to Build the Square → CompanyCam Sync

Set up a webhook in Square to listen for the 'payment.completed' event. This webhook will trigger whenever a payment is successfully processed.
In the webhook configuration, ensure the payload includes necessary fields such as 'payment_id', 'amount', 'customer_id', and 'transaction_date'.
Extract the relevant data from the webhook payload when a payment is completed.
Use the CompanyCam REST API to create a new project entry. Make a POST request to the endpoint: https://api.companycam.com/v1/projects.
In the POST request, include the extracted data in the following format: { "name": "Project for Payment ID: {payment_id}", "amount": {amount}, "customer_id": "{customer_id}", "date": "{transaction_date}" }.
Handle the response from CompanyCam to confirm the project was created successfully and log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'customer_id' from Square matches the corresponding user in CompanyCam; mismatches can lead to orphaned projects without proper attribution.
Be cautious with date formats; Square may return the transaction date in a different format than CompanyCam expects, leading to failed API requests.
Double-check the 'amount' field for currency discrepancies; if Square uses cents and CompanyCam expects dollars, this will result in incorrect project financials.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in CompanyCam Add Photo
When this happens in Square... Fetch Custom Actions

Do this in CompanyCam Add Project
When this happens in Square... Item Variation

Do this in CompanyCam Add Project Label
When this happens in Square... List Appointment Service

Do this in CompanyCam Create Checklist From Template
When this happens in Square... Locations

Do this in CompanyCam Create Project

SyncMatrix Experts

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