Integrations: CompanyCam
Learn how to connect CompanyCam with ProLine, understand the integration’s functionality, and manage media files between the two platforms.
This article covers:
Enabling the CompanyCam Integration
Managing Media Files
Setting Up Automated Project Linking
Overview
Integrating CompanyCam with ProLine streamlines project management and media file handling. Once connected, photos and videos taken in CompanyCam can be synced to ProLine projects automatically.
Important: Media synced from CompanyCam is not permanently stored in ProLine. If the CompanyCam account is disconnected, synced media will no longer be accessible in ProLine. Additionally, a CompanyCam project can only be linked to one ProLine project. If another ProLine project with the same address is already linked, the second project will not appear in the CompanyCam search results. As a workaround, files can be manually uploaded directly into the Files tab within the ProLine project.
Enabling the CompanyCam Integration
Navigate to Hamburger menu (☰) > Integrations.
Locate the CompanyCam option and click Enable Integration.
If already logged into CompanyCam, the integration will occur immediately. If not, log in when prompted.
Confirm the integration is active by checking for a green checkmark and a status message indicating the integration is on.
Managing Media Files
Navigating to Project Files
Navigate to Boards.
Locate the project in whichever stage it is currently in.
Click the project to open it.
Click Project Details to open the side panel.
Select the Files tab to view synced media.
Accessing Synced Media
Click the CompanyCam icon within the Files tab to access synced media.
View and download photos as needed.
Add photos to quotes or other project documentation.
Manual Syncing
If any media is missing, click the CompanyCam icon in the Files tab and select Sync to manually update the project files.
Unlinking Projects
To unlink a project from CompanyCam, click the CompanyCam icon within the Files tab and select Unlink Project.
Setting Up Automated Project Linking
To automatically link projects between ProLine and CompanyCam:
Navigate to: Hamburger menu (☰) > Campaigns > Appointment Reminders (or your preferred campaign).
Add an Automation Step:
Click the + sign to add a new step.
Select Send to CompanyCam from the dropdown.
Optionally, assign the CompanyCam project to the same person assigned in ProLine.
Adjust Campaign Order:
Move the Send to CompanyCam step to the top of the campaign list to ensure it runs immediately.
Enable the campaign to automatically link new projects scheduled through appointments.
Once set up, projects will be automatically linked to CompanyCam, and any photos or videos taken will sync back to ProLine without manual intervention.