Solar Proof Integrations
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a customer signs a proposal document/contract
Try ItTriggerInstant - Draft Project Created
Trigger when project is on Draft
Try ItTriggerInstant - Project Email Sent
Triggers when a published project from Solar Proof is emailed through the system to your customer.
Try ItTriggerInstant - Project SMS Sent
Triggers when a published project is sent as an SMS through the system.
Try ItTriggerInstant
- Customer Status Change
Triggers when Customer status changes
Try ItTriggerInstant - New Customer Created
Triggers when a new customer is created in Solar Proof.
Try ItTriggerInstant - Project Link Published
Trigger when a Solar Proof project is published (includes re-publishing)
Try ItTriggerInstant - User 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
ActionWrite
Solar Proof Help & Support
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