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.
- When this happens...Contract SignedTriggers when a customer signs a proposal document/contract
- automatically do this!Update Spreadsheet RowUpdate a row in a specific spreadsheet with optional formatting.
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More things you can do with Solar Proof and Google Sheets
Discover other triggers and actions you can use with Solar Proof and Google Sheets
- Contract Signed
Triggers when a customer signs a proposal document/contract
Try ItTriggerInstant - Draft Project Created
Trigger when project is on Draft
Try ItTriggerInstant - Project Email Sent
Triggers when a published project from Solar Proof is emailed through the system to your customer.
Try ItTriggerInstant - Project SMS Sent
Triggers when a published project is sent as an SMS through the system.
Try ItTriggerInstant
- Customer Status Change
Triggers when Customer status changes
Try ItTriggerInstant - New Customer Created
Triggers when a new customer is created in Solar Proof.
Try ItTriggerInstant - Project Link Published
Trigger when a Solar Proof project is published (includes re-publishing)
Try ItTriggerInstant - User 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
ActionWrite






