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https://zapier.com/explore

https://zapier.com/blog/add-any-app-to-zapier/

To connect to the SolarPlus Zapier integration click the link below:

https://zapier.com/developer/public-invite/33162/3f50c03d06ea86c871b42b159aa9a31d/

Features

When a certain trigger happens in SolarPlus, another action takes place in your other app, or vice-versa. (eg. When a quote is approved in SolarPlus, a new contact/quote is created in SimPro, or the status of a quote is updated)

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The SolarPlus Zapier App has the following functions:

Triggers -

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Contact Created

When this happens in SolarPlus, trigger an action in another app

  • Quote Created

  • Quote Status Updated

  • Quote Deleted

Actions -

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Trigger in other app

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Action in Solarplus.

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Create New Contact

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When something happens in another app, trigger one of these actions in SolarPlus

  • Create a new Contact record in Solarplus

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  • (Create New Contact)

  • Get all line items in a quote

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  • (Quotes LineItems)

  • Get All Quotes by Contact

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  • (Contact Quotes)

  • Update existing contact information

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  • (Update Contact)

  • Delete a Contact

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  • (Delete Contact)

  • View a Contact’s Information (View Contact)

(brackets are the Zapier action names)

Some Common Use Cases

Syncing from SolarPlus

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Look for the App that you wwant connect to here

Before you start

A Zapier integration can be a quick way to connect and sync information between your apps.

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