Google Sheets + Solar Proof
Add new Solar Proof customers to a Google Sheets spreadsheet row instantly
Streamline your workflow with this simple automation: when a new customer is added in Solar Proof, a row in Google Sheets gets created as a result. This saves you the trouble of manual data entry, letting you focus on growing your customer base. The process happens instantaneously, ensuring your spreadsheet stays up to date with all the latest client info.
Streamline your workflow with this simple automation: when a new customer is added in Solar Proof, a row in Google Sheets gets created as a result. This saves you the trouble of manual data entry, letting you focus on growing your customer base. The process happens instantaneously, ensuring your spreadsheet stays up to date with all the latest client info.
- When this happens...New Customer Created
Triggers when a new customer is created in Solar Proof.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Contract Signed
Triggers when a customer signs a proposal document/contract
Try ItDraft Project Created
Trigger when project is on Draft
Try ItProject Email Sent
Triggers when a published project from Solar Proof is emailed through the system to your customer.
Try ItProject SMS Sent
Triggers when a published project is sent as an SMS through the system.
Try It
Customer Status Change
Triggers when Customer status changes
Try ItNew Customer Created
Triggers when a new customer is created in Solar Proof.
Try ItProject Link Published
Trigger when a Solar Proof project is published (includes re-publishing)
Try ItUser 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
