EasySolar and Salesflare
How to connect EasySolar
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Client in EasySolar, find or create account, then find or create contact, then add contact to account in Salesflare.
About EasySolar
EasySolar is a solar PV design and sales app for installers — manage clients, projects, offers, calendar events and components.
EasySolar operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Calendar Event — Triggers when a new calendar event is created in EasySolar.
- New Client — Triggers when a new client is created in EasySolar.
- New Project — Triggers when a new project is created in EasySolar.
Actions (4)
Things Salesflare can make it do
- Create Client — Creates a new client in EasySolar.
- Create Inverter — Creates a new inverter component in EasySolar.
- Create Other Component — Creates a new component of type "other" (e.g. mounting system, cable, optimizer) in EasySolar.
- Create Solar Panel — Creates a new solar panel component in EasySolar.
Searches (2)
Look up existing records
- Find Client — Finds an existing client in EasySolar by name or phone number.
- Find Project — Finds an existing project in EasySolar by name.
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