CompanyCam Integration

Our integration with CompanyCam allows you to share photos from CompanyCam within ClientTether’s Contact Profile and Proposal. This feature allows you to incorporate visual documentation into your ClientTether workflow, enhancing your ability to create compelling proposals and improve communication with your clients. By setting up the integration between CompanyCam and ClientTether, you can now easily access and include relevant project photos directly within your proposals and Contact info, providing a comprehensive and professional experience for your Users and Clients. In this support documentation, we will guide you through the process of setting up and utilizing this integration to optimize your workflow and enhance your project management capabilities. Let’s dive in and explore the benefits and steps to make the most out of this valuable integration.

Setup

This integration is an Add-On feature and must be activated before the integration tab will be visible. Please visit the Add-On support page to learn how to activate Add-Ons.
Note: You will need to create an Access Token in CompanyCam to complete this activation.

After CompanyCam integration has been activated, a new Settings Tab will become visible. Click on that new tab to continue with the setup process.
There are two fields in the setup.

1. CompanyCam Access Token: this is a token that you create inside of your CompanyCam account. A link is provided to the documentation from CompanyCam on how to create your Access Token. Please contact them if you have questions on this procedure. Once you have created the Access Token simple copy and paste that value into the first field.

2. Project Naming convention: This is an optional field that can be used to auto-generate Project Names if you choose to create a new project from within ClientTether. Use ClientTether Tokens from the dropdown list to the right or type in some text. For example: if I wanted projects that start in ClientTether to be named with the initials of CT_ and then the address of the property where the work would be done and finally followed by today’s date; then in the Project Naming convention field you would enter:
CT_{{client.address}}_{{tokens.today}}. Remember the tokens will come from the Token dropdown menu t the right. When you select the token by name, the value is copied to the clipboard so that all you have to do is paste into the naming convention field.

Using CompanyCam in ClientTether

After the setup is complete, there are two location where the CompanyCam icon will appear:
1. in the Contact Profile
2. in Proposals on the Overview tab
Each location is independent of each other. Below is a video showing this two locations and how to use them. We assume that you already have a CompanyCam account and know how to use it.