Update client profiles when design work is ready for review

When design collateral is marked ready for review in CompanyCam, automatically update the corresponding customer record in TripWorks with project progress.

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See all TripWorks + CompanyCam integrations or talk to a human

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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.

TripWorks Explore TripWorks →

Triggers

New booking made

Fires when a new booking or appointment is made in TripWorks.

Booking rescheduled or canceled

Fires when a booking in TripWorks is changed or canceled.

New customer

Fires when a new customer books for the first time in TripWorks.

Actions

Create a booking

Creates a new booking or appointment in TripWorks.

Cancel or reschedule a booking

Cancels or moves a booking in TripWorks.

Create or update a customer

Creates or updates a customer record in TripWorks.

Add the booking to a calendar

Adds a booking from TripWorks to a connected calendar.

CompanyCam Explore CompanyCam →

Triggers

New file created

Fires when a new file or board is created in CompanyCam.

Comment added

Fires when someone comments on a file in CompanyCam.

File shared

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

Marked ready for review

Fires when a file in CompanyCam is marked ready for review.

Actions

Create file from template

Starts a new file in CompanyCam from a saved template.

Add comment

Posts a comment on a specific file in CompanyCam.

Export as image

Exports a frame or board from CompanyCam as a PNG or PDF.

Move to project

Moves a file in CompanyCam into a different project or folder.

Create custom design project assets for new appointments When a client books a session in TripWorks, automatically create a design file from a template in CompanyCam to kick off asset preparation. See details

Schedule a design review session when sharing new work When a design file is shared in CompanyCam, automatically create a review booking in TripWorks to secure time with the client. See details

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

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Update client profiles when design work is ready for review” between TripWorks and CompanyCam?

Yes — describe it in the box above and Knit's Integrations Agent researches TripWorks 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 connecting CompanyCam and TripWorks improve my team's workflow?

It eliminates manual coordination between client bookings and creative asset production, ensuring design templates and customer files are updated automatically when appointments are made.

Can I automatically create collateral when a customer schedules a meeting?

Yes, you can configure TripWorks to prompt CompanyCam to build tailored project files from templates as soon as a new booking is confirmed.