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Search Zapier for any app to connect with SolarPlus
Can’t find the app you’re looking to connect? There are other ways to connect apps through Zapier:
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
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Actions -
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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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Quotes LineItems
(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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When a deal is updated to a certain pipeline stage in Hubspot, update the status of the quote in SolarPlus
Common Zapier Connections
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Here are some Apps you might want to connect your SolarPlus account to through Zapier:
SimPro https://helpguide.simprogroup.com/Content/Service-and-Enterprise/Zapier.htm
Pipedrive https://zapier.com/apps/pipedrive/help
Arrowflow https://help.aroflo.com/display/IMSAPI/AroFlo+Zapier+App
Salesforce https://zapier.com/help/doc/how-get-started-salesforce-zapier
ServiceM8 https://zapier.com/apps/servicem8/integrations/zapier
Search for any other app at
https://zapier.com/apps
Before you start
A Zapier integration can be a quick way to connect and sync information between your apps.
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To get information on what Zapier can offer to extend your SolarPlus platform, check out this explainer first: SolarPlus & Zapier - Integration with almost any CRM /wiki/spaces/SPHC/pages/2124972033
Instructions
Create invite - click on this link:
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2. Accept invite. Click accept invite & build a zap
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3. Click Make a zap
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4. Choose Go to Trigger and choose SolarPlus (1.1.01) as the app
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5. Choose contact is created trigger and hit continue
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7. (contents of the sign in to SolarPlus window)
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8. Retrieve and Copy your token from the integrations page https://go.solarplus.co/user/api
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9. Copy the token from here
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10. view under the Admin > My preferences settings:
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9. Paste on zapier sign in process then continue
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1110. Test the trigger
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