CompanyCam (In Review) + Square Integration

Integrate CompanyCam (In Review) to Square in one click, or tell Integrately AI how you want each customer handled. Create projects, update customer records, log orders, and streamline your workflow automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • CompanyCam (In Review)
    Project is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Project is updated in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Photo is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Photo is updated in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Tag is added to photo in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Label is added to project in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Document is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Comment is created in CompanyCam (In Review) Instant
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • CompanyCam (In Review)
    Add project in CompanyCam (In Review)
  • CompanyCam (In Review)
    Search project in CompanyCam (In Review)
  • CompanyCam (In Review)
    Add tag to photo in CompanyCam (In Review)
  • CompanyCam (In Review)
    Create tag in CompanyCam (In Review)
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready WorkflowsReady Workflows   for CompanyCam (In Review) + Square Integration

Create projects from new customers, sync payment details, update customer records, alert your team, and track every job, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your CompanyCam (In Review) + Square flow

Connect supporting tools to handle reporting, notifications, and client communication after your core pair completes. Pick a combination and activate it in one click.

CompanyCam (In Review)
Square
+
QuickBooks OnlineQuickBooks Online (5)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
S
C
Q
When a Square customer is created, create a project in CompanyCam (In Review), and create a customer in QuickBooks Online.
New Square customers instantly generate a project in CompanyCam (In Review) and a matching customer in QuickBooks Online.
S
C
Q
When a Square order is created, add a project in CompanyCam (In Review), and create an invoice in QuickBooks Online.
Every new Square order triggers a project in CompanyCam (In Review) and an invoice in QuickBooks Online.
S
C
Q
When a Square payment is successful, add a project in CompanyCam (In Review), and create a sales receipt in QuickBooks Online.
Successful Square payments create a project in CompanyCam (In Review) and a sales receipt in QuickBooks Online.
S
C
Q
If a Square payment is successful, add a project in CompanyCam (In Review) and create a customer in QuickBooks Online.
Conditional routing ensures successful Square payments create a project in CompanyCam (In Review) and a QuickBooks Online customer.
S
C
Q
Use ChatGPT to analyse every new Square order, add a project in CompanyCam (In Review), and create an invoice in QuickBooks Online.
ChatGPT processes new Square orders to structure project data for CompanyCam (In Review) and QuickBooks Online.

Supported triggers and actions for CompanyCam (In Review) and Square

Mix and match to build the exact automation you need

CompanyCam (In Review)
CompanyCam (In Review) Triggers & Actions
Instant
Project is created in CompanyCam (In Review)
Triggers the automation when a new project is created
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Instant
Project is updated in CompanyCam (In Review)
Triggers the automation when a project is updated
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Instant
Photo is created in CompanyCam (In Review)
Triggers the automation when a new photo is created
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Instant
Photo is updated in CompanyCam (In Review)
Triggers the automation when a photo is updated
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Instant
Tag is added to photo in CompanyCam (In Review)
Triggers the automation when a tag is added
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Instant
Label is added to project in CompanyCam (In Review)
Triggers the automation when any project is labelled
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Instant
Document is created in CompanyCam (In Review)
Triggers the automation when a new document is created
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Instant
Comment is created in CompanyCam (In Review)
Triggers the automation when a new comment is created
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Add project in CompanyCam (In Review)
Creates a new project entry
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Search project in CompanyCam (In Review)
Searches for a project
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Add tag to photo in CompanyCam (In Review)
Assigns a tag to a photo based on its content or metadata
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Create tag in CompanyCam (In Review)
Generates a new tag
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Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
Try it →
Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with CompanyCam (In Review) + Square?

Connect your payment workflows and visual documentation to eliminate manual data entry across every job.

What you can automate?
🔄
Create projects from new customer sign-ups
Automatically generate a new project in CompanyCam (In Review) the moment a customer is created in Square. Eliminate manual project setup and ensure field teams have immediate access to client details.
📋
Capture every order and payment detail
Map complete Square order and payment data into your CompanyCam (In Review) project records. Keep billing references attached directly to your visual job documentation.
📢
Alert your team instantly on Slack
Send immediate channel notifications when a Square payment is successful or a CompanyCam (In Review) project is created. Keep field crews and office staff informed in real time.
🔀
Route workflows based on payment status
Check if a Square payment is successful before creating a CompanyCam (In Review) project or updating records. Trigger different paths for approved transactions versus failed charges.
📁
Keep customer records updated across platforms
Synchronise customer modifications and booking updates between Square and CompanyCam (In Review). Prevent outdated client info from causing scheduling or billing errors.
🔍
Search and match existing records to avoid duplicates
Search customer and project databases before creating new entries. Ensure your systems maintain clean, deduplicated profiles across both platforms.
💳
Handle later payment and order events
Automate responses when a Square payment fails or an order is modified. Trigger follow-up tasks and update project statuses without manual intervention.
📊
Extend your workflow to QuickBooks Online
Connect Square and CompanyCam (In Review) with QuickBooks Online to automatically generate invoices and sales receipts alongside your project files.
And much more...

Who is CompanyCam (In Review) + Square integration for?

Operations managers, business owners, and field teams streamline customer management and visual documentation by bridging commerce transactions with project tracking.

Operations Managers
Operations Managers
Field Service Coordinators
Field Service Coordinators
Account Managers
Account Managers
Small Business Owners
Small Business Owners
Sales Representatives
Sales Representatives
Quality Assurance Leads
Quality Assurance Leads
📈
Operations Managers
You're tracking job progress across disparate systems but your project logs only update when someone manually reconciles sales, so the customer counts you're reviewing against are always a few hours behind — this integration means every new Square customer generates a CompanyCam (In Review) project instantly and your operations stay current.
Field Service Coordinators
You need to dispatch crews the moment a booking or payment clears, but you find out too late because invoices and project files live in different silos — with this integration, successful Square payments create a project in CompanyCam (In Review) immediately and your team starts work without delay.
🤝
Account Managers
You answer to clients who want to see photo updates and project status regularly, but compiling records by hand leads to missed details — this integration means every photo and document created in CompanyCam (In Review) links directly to your Square customer profiles so clients get accurate updates.
⚙️
Small Business Owners
The volume of daily orders and customer sign-ups is too high for anyone to keep up by hand, resulting in mismatched billing and unmapped project files — automating both apps means every transaction generates its corresponding project and customer record without manual copy-pasting.
📋
Sales Representatives
You own the initial customer conversion in Square and depend on project teams to take over documentation in CompanyCam (In Review), but handoffs break down in email threads — connecting these apps means every new customer record triggers a project handover automatically.
🗂️
Quality Assurance Leads
You need a reliable history of job site media and payment records, but keep finding gaps where invoices lack visual proof — automating both apps means your project photo timeline and customer transaction logs match up seamlessly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate CompanyCam (In Review) + Square

Build and manage your CompanyCam (In Review) + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CompanyCam (In Review) + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CompanyCam (In Review) to Square?
Frequently Asked Questions
You can connect CompanyCam (In Review) to Square in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, QuickBooks Online, and Gmail.
Can I automatically create a project in CompanyCam (In Review) when a customer is created in Square?
Frequently Asked Questions
Can I connect CompanyCam (In Review), Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyCam (In Review) and Square?
Frequently Asked Questions
How does CompanyCam (In Review) handle project and photo updates in automations?
Frequently Asked Questions
How does Square manage customer and payment triggers in workflows?
Frequently Asked Questions
Do I need coding skills to automate CompanyCam (In Review) and Square?
Frequently Asked Questions
Is the CompanyCam (In Review) and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect CompanyCam (In Review) or Square With 1500+ Other Apps

CompanyCam (In Review)
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