Build dedicated customer folders for new deals

When a deal reaches a new stage in Contractors Cloud, automatically create a dedicated folder in CompanyCam to organize contracts, briefs, and client collateral.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Contractors Cloud Explore Contractors Cloud →

Triggers

New contact or lead

Fires when a new contact or lead is added to Contractors Cloud.

Contact updated

Fires when a field on a contact changes in Contractors Cloud.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Contractors Cloud.

Deal won

Fires when a deal is marked won in Contractors Cloud.

Actions

Create or update contact

Creates or updates a contact in Contractors Cloud.

Create deal

Creates a new deal in Contractors Cloud.

Update record stage

Moves a deal or record to a new stage in Contractors Cloud.

Log activity

Logs a call, email, or note against a record in Contractors Cloud.

CompanyCam Explore CompanyCam →

Triggers

New file uploaded

Fires when a new file is uploaded to CompanyCam.

File shared

Fires when a file in CompanyCam is shared with someone new.

Folder updated

Fires when a folder's contents change in CompanyCam.

Actions

Upload file

Uploads a file to CompanyCam.

Create folder

Creates a new folder in CompanyCam.

Share file

Shares a file from CompanyCam with a link or user.

Log client file updates directly to pipeline activities When a client uploads a new document in CompanyCam, automatically log an activity note on the matching account in Contractors Cloud so account managers stay informed. See details

Store signed proposals when deals are won When a sales representative marks a deal won in Contractors Cloud, automatically share the corresponding onboarding folder in CompanyCam with the customer success team. See details

See all Contractors Cloud + CompanyCam integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Build dedicated customer folders for new deals” between Contractors Cloud and CompanyCam?

Yes — describe it in the box above and Knit's Integrations Agent researches Contractors Cloud and CompanyCam's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating CompanyCam with Contractors Cloud streamline our sales process?

It automatically creates shared folders and attaches important proposals or assets in CompanyCam directly to deal records in Contractors Cloud, saving reps time and keeping files organized.

Can changes in customer details in Contractors Cloud update our file storage in CompanyCam?

Yes, when deal stages change or leads are created in Contractors Cloud, project folders can be created or updated automatically in CompanyCam.