Before you Start
You must have an active Admin user account with both CompanyCam and Albiware in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don’t have that role, ask an Admin on your company’s account for permission; here's what they'll need.
What is Albiware?
Albi is an all-in-one restoration management platform that integrates everything you need. Built by restorers who understand the industry, Albi gives you clear visibility into key metrics so you can focus on growth and serving your clients. Intuitive, user-friendly, and powerful—Albi has you covered.
How it works
The Integration allows you to set custom triggers to create a Project in CompanyCam when a certain event ( lead creation, certain date) is triggered in Albiware. From there, you just take photos in CompanyCam and they show up in Albiware, in that job, with any notes or markups.
Setup
Please follow the steps below to Integrate CompanyCam and Albiware:
1. Log into your Albiware Account and go to your Settings> Integrations.
2. There you will see the CompanyCam Integration option. Click "Connect."
3. A sidebar window will appear, You will need to Input your Admin email address that matches in both CompanyCam and Albiware. Next, we will need a CompanyCam Access Token to add here.
3. To gather this Access Token go to your CompanyCam account. Select your CompanyCam Profile from the left menu. Select Access Token. Select New Token. Create (Don't check the Read-only box this will make the integration not work)
4. Once your Token is created you can copy and paste this back into your Albiware account next to where you added your Admin email address.
5. A blue pop-up will appear on the upper right corner of your screen indicating you are now successfully integrated!
6. Now that you are successfully connected to CompanyCam, click on the Blue Configure button and click on "Settings." You have three options to select from that which will create a new Project in CompanyCam. Once you select the right configuration just hit Save.
A) Every time Project Created: This option will create a project Project in CompanyCam automatically when creating a project in Albiware.
B) Certain Statuses: This will create a project in CompanyCam once you reach the selected status(es) in a project in Albi. Keep in mind you can select more than one. Example: Project 123 is In Production
C) Certain Dates: This will create a project in CompanyCam once a specific date(s) is completed. Example Project-123 Arrived on Site
If you need support integrating or have any issues with the integration reach out to [email protected] or reach out via the live chat at the bottom right of the website.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!