Often times, my PMs are collecting final payment on site with our customers. Right now, they are manually filling invoice details from our CRM, including description and payment amount. I would love the ability to create invoices from Zapier or the API so I can eliminate this manual error prone step.
Invoices Automation Request
- Thread starter Phillips Home Improvement
- Start date
Hey there!
This is a great one, and I want to make sure I route it to the right place. When you say creating invoices from Zapier or the API, are you picturing a CompanyCam Invoice getting created automatically (pulling in that description and payment amount from your CRM), or is the invoice actually living in your CRM, and you just want CompanyCam project info to feed into it?
Right now there's no way to trigger a CompanyCam Invoice through Zapier or the API, so either way this is a real gap. But knowing exactly what you need created, and where, helps me pass along something specific instead of something vague. What does the setup look like on your end?
This is a great one, and I want to make sure I route it to the right place. When you say creating invoices from Zapier or the API, are you picturing a CompanyCam Invoice getting created automatically (pulling in that description and payment amount from your CRM), or is the invoice actually living in your CRM, and you just want CompanyCam project info to feed into it?
Right now there's no way to trigger a CompanyCam Invoice through Zapier or the API, so either way this is a real gap. But knowing exactly what you need created, and where, helps me pass along something specific instead of something vague. What does the setup look like on your end?
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Hey! I'm envisioning pulling info from the CRM to create the CompanyCam invoice. That way I can have an invoice premade in CompanyCam ready to go for the PMs before they start the final walkthrough.
My CRM is already integrated with CompanyCam, so the project link is quite simple. On the scheduled install end date I would push client info, project balances, and project descriptions to CompanyCam for invoice creation.
My CRM is already integrated with CompanyCam, so the project link is quite simple. On the scheduled install end date I would push client info, project balances, and project descriptions to CompanyCam for invoice creation.
Upvote
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