Overview
Zapier is a middleware platform that allows you to sync information and functions between many different CRM and marketing platforms, including Simpro, Pipedrive, Salesforce, Zoho and many more
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)
You can chain together a range of triggers and actions to suit your purposes.
The SolarPlus Zapier App has the following functions:
Triggers - do something when one of these things happens on the SolarPlus side:
Contact Created
Quote Created
Quote Status Updated
Quote Deleted
Eg. you may be changing the status of a Contact, Quote, Invoice or Job within your other app.
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 new Contact is created in SolarPlus, sync all contact details to the other CRM/app
When a quote is sent, update the status of the customer record in the other app
When a quote is sent, sync all quote line items across to the other app (note: grouped items will be synced as separate line items to that you have all components itemised.
Syncing to SolarPlus
When a new Contact is created in the other app, sync all contact details into 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:
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
Before you start
A Zapier integration can be a quick way to connect and sync information between your apps.
However some people might find the setup process time-consuming and requiring some patience.
If you have trouble, consider finding a developer or someone who has worked with Zapier before.
To get information on what Zapier can offer to extend your SolarPlus platform, check out this explainer first: /wiki/spaces/SPHC/pages/2124972033
Instructions
Create invite - click on this link:
https://zapier.com/developer/public-invite/33162/3f50c03d06ea86c871b42b159aa9a31d/
2. Accept invite. Click accept invite & build a zap
3. Click Make a zap
4. Go to Trigger and choose SolarPlus (1.1.1) as the app
5. Choose contact is created trigger and hit continue
6. Click Sign in to SolarPlus (opens in new window)
7. (contents of the sign in to SolarPlus window)
8. Retrieve your token from the integrations page https://go.solarplus.co/user/api
9. Copy the token from here
10. Paste on zapier sign in process then continue
11. Test the trigger
