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How Zapier works
Zapier makes it easy to integrate Solar Proof with SolarMarket - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Solar Proof.
Add your action
An action happens after the trigger—such as "Update Client" in SolarMarket.
You’re connected!
Zapier seamlessly connects Solar Proof and SolarMarket, automating your workflow.
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
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