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Solargraf Integrations

Proposal & Invoice Management

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

    • Solargraf logo
    • Shape logo
    Solargraf + Formatter by Zapier + Shape
    More details
    1. When this happens

      Step 1: Project Update

    2. Then do this

      Step 2: Text

    3. Then do this

      Step 3: Text

    4. Then do this

      Step 4: Update Status

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

    Update statuses in Shape Software with new updates to projects in Solargraf
    • Solargraf logo
    • Shape logo
    Solargraf + Formatter by Zapier + Shape

Supported triggers and actions

What does this mean?
    • First Name

      Can also have middle name(s) seperated by spaces. Note: At least one name field (First Name or Last Name) must have a value.

    • Last Name

      Note: At least one name field (First Name or Last Name) must have a value.

    • Client Email

      This field is not required. BUT if it is included the email address must be in the local-part@domain format (user@gmail.com).

    • Client Phone

    • AddressRequired

      Must be a string separated by commas or an array of strings. This field is required.

    • Zoning

      This must be either commercial or residential (defaults to residential). Any other value here will cause an error.

    • Monthly Bill

      Leave as 0 if unknown. This field only takes numbers. It is their average monthly electricity bill.

    • Comments

      You may send your comments here. Example: ("client prefers email rather than phone calls")

    • Call Time

      Preferred contact time of the client (e.g. evenings, mornings)

    • Appointment Date

      If you've already set a date for the appointment send it here.

    Action
    Write
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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.

Related categories

  • Proposal & Invoice Management

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