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How Zapier works
Zapier makes it easy to integrate Get The Referral with Solargraf - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Get The Referral.
Add your action
An action happens after the trigger—such as "Create Lead" in Solargraf.
You’re connected!
Zapier seamlessly connects Get The Referral and Solargraf, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - GTR Lead IDRequired
- CRM Object IDRequired
- message
ActionWrite- Project Update
Triggers when a project is created or updated.
Try ItTriggerInstant
- Lead IDRequired
- New Lead StatusRequired
ActionWrite- Advocate Email AddressRequired
- Project
- Project StageRequired
ActionWrite- First Name
- Last Name
- Advocate Email AddressRequired
- Client Phone
- AddressRequired
- Zoning
- Monthly Bill
- Comments
- Call Time
- Appointment Date
ActionWrite