CompanyCam
· #223 most-usedDocument every job site and automate what happens next
CompanyCam is the photo documentation and project management platform built for contractors and field service teams. Every photo taken in the field is instantly GPS- and time-stamped, organised by project, and visible to the entire team. Connect CompanyCam to Actionist and your agents can create projects for new jobs the moment a deal is won, deploy checklist templates at each project phase, react to field events like checklist completions and photo tags within about a minute, generate professional photo reports for customers, and trigger billing and compliance workflows the instant a project is labeled complete — without a coordinator manually bridging the field and the office.
Eliminates manual work. Agents eliminate manual project setup, photo harvest for marketing, post-job documentation packaging, and invoice creation — tasks that otherwise require coordinators to manually bridge CompanyCam with every other business system.
What your CompanyCam agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
CompanyCam × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New won deal creates a job-ready CompanyCam project
When a deal is marked Won in HubSpot, the agent finds or creates the CompanyCam project for that address, populates the notepad with scope notes from the deal, deploys the pre-work checklist template, notifies the field supervisor in Slack with the project link, and drops a calendar event for the first job day — all before the sales rep finishes their handoff call.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales20 min / weekManual CRM entry after site visits
After a site visit, estimators return to the office and manually create a HubSpot deal, enter the address, attach the site photos, and set a follow-up reminder — adding 15-20 minutes of admin per lead.
Sales Agent0 minAgent creates a CRM deal the moment a site visit project is madeWhen an estimator creates a project in CompanyCam on-site, the agent opens a matching deal in HubSpot with the address and schedules a follow-up call — the estimator never has to open the CRM on the job site.
- Marketing60 min / weekManual photo harvest from completed projects
The marketing team reviews completed CompanyCam projects manually each week, identifies suitable before-and-after pairs, downloads the photos, and shares them with the content team — often taking an hour per week.
Marketing Agent0 minAgent delivers before-and-after content to the marketing team automaticallyWhen a photo is tagged After in CompanyCam, the agent pairs it with the Before photo, saves both to Google Drive, and posts to the content pipeline Slack channel — marketers receive fresh content without chasing project managers.
- Customer Support30 min / weekManual documentation retrieval for support cases
Support agents switch to CompanyCam, search for the project by address, download the relevant photos and documents, and manually attach them to the ticket — adding 10-15 minutes to every warranty or dispute case.
Customer Support Agent0 minAgent attaches full job documentation to support tickets automaticallyWhen a warranty claim project is labeled in CompanyCam, the agent pulls all photos and documents and attaches them to the open ticket — support reps have visual evidence before their first call with the customer.
- Human Resources45 min / weekManual safety record collection
HR coordinators review CompanyCam projects weekly, identify safety-check photos, and manually log them to the compliance spreadsheet — a process that often runs 1-2 weeks behind actual field activity.
Human Resources Agent0 minAgent logs safety compliance automatically from tagged photosWhen safety-tagged photos are uploaded to CompanyCam, the agent logs the timestamp, project, and crew member to the compliance register — safety records are built automatically, every shift, across every job site.
- Finance25 min / weekManual invoice creation after job completion
The finance team monitors CompanyCam for completed projects, confirms with the project manager, creates invoices manually in the billing system, and emails customers — often 2-3 days after work is actually finished.
Finance Agent0 minAgent triggers invoice creation when a project is labeled Job CompleteWithin about a minute of a project being labeled Job Complete in CompanyCam, the agent creates the final invoice in QuickBooks and emails the customer the payment link — no coordinator needed to chase the billing cycle.
- Operations40 min / weekManual project setup and checklist assignment
Operations coordinators manually create CompanyCam projects for each new job, write notepad instructions, assign the relevant checklist, and message the field team — typically 20-30 minutes of setup per new job.
Operations Agent0 minAgent deploys checklists and creates projects automatically when jobs are wonWhen a CRM deal closes, the agent creates the CompanyCam project, populates the notepad, deploys the pre-work checklist, and notifies the field team — operations coordination for a new job takes zero human effort.
- Legal18 min / weekManual evidence package assembly for claims
Legal staff log into CompanyCam, find the project, download photos chronologically, collect documents from separate folders, and compile them into a presentation — typically 1-2 hours per claim.
Legal Agent0 minAgent assembles evidence packages automatically when claims are labeledWhen a project is labeled Insurance Claim, the agent pulls all photos and documents, generates a formatted report, and files it to the claims folder — the legal team has a complete evidence package before the first adjuster call.
Calculate what your team saves
Based on CompanyCam's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug CompanyCam into Actionist
Pick the connection method that suits your environment.
Connect CompanyCam to Actionist using your CompanyCam API key. Available on Pro, Premium, and Elite plans. Grants agents full read and write access to your projects, photos, documents, checklists, and labels.
Log in to CompanyCam and go to Account Settings. Navigate to Integrations or Developer Settings and generate an API key. API access requires a Pro, Premium, or Elite plan.
Copy the API key and store it in a secure location. Treat it as a password — it grants read and write access to your CompanyCam account.
Paste the key into Actionist and click Test connection. Actionist runs a read-only call to verify the handshake before any actions run.
13 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.