Overview
The Send to CompanyCam step allows you to automatically create a CompanyCam project for a contact as part of a workflow. This step requires an enabled and valid CompanyCam integration. If CompanyCam is not properly integrated with your account, this step will be skipped.
Example: Adding this step to your Appointment Reminders workflow ensures a CompanyCam project is automatically created and linked by the time you arrive at a customer's home for an inspection — without having to create it manually.
To learn more about the CompanyCam integration and how media syncs between the two platforms, see Integrations: CompanyCam.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding a Send to CompanyCam Step
In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Send to CompanyCam under the Integrations section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run? Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
CompanyCam Configuration
Select Contact (Required) Choose which contact the CompanyCam project will be created for. The available options are:
Project's Main Contact
Project Contact 1
Project Contact 2
Assign CompanyCam Project to ProLine Project Assignee Check this option to automatically assign the newly created CompanyCam project to the same user who is assigned to the project in ProLine.
Saving
Once you have configured the step, click Save.
Need Help?
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.