Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Actions - when a trigger is fired either from one of the above or on your other app, do this:

Create New Contact

Create a new Contact record in Solarplus.

Quotes LineItems

Get all line items in a quote

Contact Quotes

Get All Quotes by Contact

Update Contact

Update existing contact information

Delete Contact

Delete a Contact

View Contact

View a Contact’s Information

Some Common Use Cases

Syncing from SolarPlus

...

When a deal is updated to a certain pipeline stage in Hubspot, update the status of the quote in SolarPlus

Common Zapier Connections

...

Here are some Apps you might want to connect your SolarPlus account to through Zapier:

...