Google Sheets + Solar Proof
Update Google Sheets rows when new contracts are signed in Solar Proof
Simplify and speed up your solar contract management process with this streamlined workflow. Once a contract is signed in Solar Proof, a corresponding row in your Google Sheets document will instantaneously be updated. This not only keeps your records up-to-date, but also lessens manual data entry tasks, allowing you to focus more on other crucial parts of your business.
Simplify and speed up your solar contract management process with this streamlined workflow. Once a contract is signed in Solar Proof, a corresponding row in your Google Sheets document will instantaneously be updated. This not only keeps your records up-to-date, but also lessens manual data entry tasks, allowing you to focus more on other crucial parts of your business.
- When this happens...Contract Signed
Triggers when a customer signs a proposal document/contract
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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Contract Signed
Triggers when a customer signs a proposal document/contract
Try ItDraft Project Created
Trigger when project is on Draft
Try ItProject Email Sent
Triggers when a published project from Solar Proof is emailed through the system to your customer.
Try ItProject SMS Sent
Triggers when a published project is sent as an SMS through the system.
Try It
Customer Status Change
Triggers when Customer status changes
Try ItNew Customer Created
Triggers when a new customer is created in Solar Proof.
Try ItProject Link Published
Trigger when a Solar Proof project is published (includes re-publishing)
Try ItUser Email (fk)
Customer First NameRequired
Customer Surname
Customer Primary Phone No.
Customer Alternate No.
Customer EmailRequired
Is GST Registered
Company Name
Company No
Customer Type
