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Choose a Trigger
Choose an Action
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Formsite
Formsite
1. Choose trigger event
SolarMarket
SolarMarket
2. Choose action
1. Select the event
Setup
Test
Formsite
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Result" from Formsite.
Add your action
An action happens after the trigger—such as "Update Client" in SolarMarket.
You’re connected!
Zapier seamlessly connects Formsite 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.
- FormRequired
Try ItTriggerInstant- Project IdentifierRequired
- Project Name
- Project Description
- Project Responsible
- Project Representative
ActionWrite- NameRequired
- Company
- Document
- E-mail
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Number
- Address complement
- Neighborhood
- City
- State
- Responsible IDRequired
- Representative ID
ActionWrite- Funnel ID
- Funnel Name
ActionSearch
- IDRequired
- Name
- Company
- Document
- E-mail
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Address number
- Address complement
- Neighborhood
- City
- State
- Responsible's ID
- Representative's ID
ActionWrite- Project IDRequired
- Custom Field IDRequired
- Field value (click here for details)
ActionWrite- Project NameRequired
- Project Description
- Customer ID (if it already exists or create a new one below)
- Customer Name (if you want to create a new customer)
- Customer Company (if you want to create a new customer)
- Customer Document (if you want to create a new customer)
- Customer E-mail (if you want to create a new customer)
- Customer Main Mobile (if you want to create a new customer)
- Customer Secondary Mobile (if you want to create a new customer)
- ZIP Code (if you want to create a new customer)
- Address (if you want to create a new customer)
- Address number (if you want to create a new customer)
- Address complement (if you want to create a new customer)
- Neighborhood (if you want to create a new customer)
- City (if you want to create a new customer)
- Funnel Stage ID (click here to find out more)
- Responsible IDRequired
- Representative ID
ActionWrite- Project IDRequired
- Custom Field ID
ActionSearch
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Connect Formsite and SolarMarket to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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