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Shape + Solo

Shape + Solo

Shape + Solo integrations

Create records in Shape Software from new Solo customers

When a new customer is created in Solo, you’ll want to hear about it or send them a follow-up text/email. Make sure you act on every new customer with this Zapier automation. This integration will add every new customer created in Solo to Shape Software as a record, saving you time for more important work.

When this happens...
Customer CreatedTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with Solo and Shape

Discover other triggers and actions you can use with Solo and Shape

- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Password
  Required
- Company Id
- Timezone Id
  Required
- SMS Opt-in
  Required
- Liscense Number
Action
Write
- Proposal Id
  Required
- Company Id
  Required
Action
Write
- User Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Password
- Timezone Id
- SMS Opt-in
- Liscense Number
Action
Write
- Attributes
Action
Search
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Attributes
Action
Search
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- User Id
- User Email
- Installer Company Id
- Lead Number
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Phone
  Required
- Annual Usage
  Required
- Utility Company
  Required
- Offset
- Notes
- Lat
- Lon
- Utility Id
- Request Proposal Manually
- Setter Id
- Appointment Date
- External Appointment Id/Acuity Id (optional feature)
- Usage Bill Url
- Skyline Realtime
- Proposal Type
- Company Custom
- Company Id
Action
Write
- Customer Id
  Required
- Company Id
  Required
Action
Write
- Company Id
- Customer ID
  Required
- Installer Company ID
  Required
- Lead Number
- Email
- First Name
- Last Name
- Address
- City
- State
- Zip
- Phone
- Utility Company
- Offset
- Lat
- Lon
- Utility ID
- Appointment Date
- Setter ID
- Acuity ID (optional feature)
Action
Write
- Attributes
- Offset
- Limit
- Id
- Phone
- Email
- State
- Company Id
Action
Search
- Attributes
Action
Search
- Attributes
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Id
Action
Search
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

About Shape

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

Related categories

CRM (Customer Relationship Management)

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About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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