Integrate CompanyCam + Knowify

This Integration allows CompanyCam & Knowify to communicate automatically. Automatically Create Projects in CompanyCam from a Job in Knowify. Once the two are linked you have quick access to all your CompanyCam photos in Knowify to save you and your team time and headaches! 

In this article

Before you Start

  • You must have an active account with both CompanyCam and Knowify in order to integrate the two services.
  • You must have Admin privileges in both CompanyCam and Xcelerate in order to integrate. 

What is Knowify?

Knowify empowers tradespeople and subcontractors with the tools and insights to manage their finances, teams, and Projects more effectively. Handle your budgeting, bidding, job costing, invoicing, and much more - all in one place! 

How it works

Once Integrated, you have the option to create a new CompanyCam Project from a job in Knowify or link an existing Project in CompanyCam to a new Job in Knowify! Once the Job and Project are linked take your CompanyCam photos as normal and a linkout to CompanyCam will be available in Knowify. Now all your documentation is easily accessible in one place! 


How to Create a CompanyCam Project from a Job in Knowify

How to view/ open a CompanyCam project from Knowify

How to share a CompanyCam project timeline with customers


Setup

Please see the documentation linked below to integrate:
Integration Instructions and documentation

If you need support integrating or have any issues with the integration reach out to support@knowify.com

Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!
  • Get measurements with Hover.
  • Create quotes with SumoQuote.
  • Organize project dates with TeamUp.
  • Map your project areas with DroneDeploy.
  • Don't see the integration you're looking for? Check out Zapier and their 3k+ partnering apps!