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Shape + Solargraf + Formatter by Zapier

Update statuses in Shape Software with new updates to projects in Solargraf

After someone updates a project in Solargraf you’ll want to hear about it and inform the customer. Now with the help of this Zap, the tedious work is done for you. This integration will automatically update a record's status in Shape Software when a project is updated in Solargraf, before sending an automated text or email messages via Shape's marketing automation.

After someone updates a project in Solargraf you’ll want to hear about it and inform the customer. Now with the help of this Zap, the tedious work is done for you. This integration will automatically update a record's status in Shape Software when a project is updated in Solargraf, before sending an automated text or email messages via Shape's marketing automation.

  1. When this happens...
    SolargrafSolargraf
    Project Update

    Triggers when a project is created or updated.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    ShapeShape
    Update Status

    Update a record's status within the CRM

    ActionWrite
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Supported triggers and actions

What does this mean?

    • First Name

    • Last Name

    • Client Email

    • Client Phone

    • AddressRequired

    • Zoning

    • Monthly Bill

    • Comments

    • Call Time

    • Appointment Date

    Action
    Write

    • TransformRequired

    Action
    Write

    • TransformRequired

    Action
    Write

    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
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shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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solargraf logo

About Solargraf

Solargraf is the #1 tool for solar panel installers. Enter any address, draw and send a professional estimate under 1 minute. Easy to use on all devices.
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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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