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  • Solargraf logoSolargraf logo
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  • Shape logoShape logo
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  • Formatter by Zapier logoFormatter by Zapier logo

Shape + Solargraf + Formatter by Zapier

Shape + Solargraf + Formatter by Zapier

Shape + Solargraf integrations

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.

  1. When this happens...
    Project Update
    Project Update
    Project UpdateTriggers when a project is created or updated.
    TriggerInstant
  2. automatically do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    ActionWrite
  3. then do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    ActionWrite
  4. then do this!
    Update Status
    Update Status
    Update StatusUpdate a record's status within the CRM
    ActionWrite
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More things you can do with these apps

Discover other triggers and actions you can use with Solargraf, Formatter by Zapier, and more

  • Solargraf triggers, actions, and search
    Project Update

    Triggers when a project is created or updated.

    Trigger
    Instant
    Try It
    • Transform
      Required
    Action
    Write
    • Transform
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • First Name
    • Last Name
    • Client Email
    • Client Phone
    • Address
      Required
    • Zoning
    • Monthly Bill
    • Comments
    • Call Time
    • Appointment Date
    Action
    Write
    • Transform
      Required
    Action
    Write
    • Transform
      Required
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Related categories
CRM (Customer Relationship Management)
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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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Related categories
Proposal & Invoice Management
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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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Related categories
Documents
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