Solar Proof and Salesflare
How to connect Solar Proof
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Customer Created in Solar Proof, find or create account, then find or create contact, then add contact to account in Salesflare.
About Solar Proof
Solar Proof is a platform designed to manage customer relationships, streamline workflows, and enhance productivity for your solar business
Solar Proof operations on Zapier
Triggers (7)
Start a workflow when this happens
- Contract Signed — Triggers when a customer signs a proposal document/contract
- Customer Status Change — Triggers when Customer status changes
- Draft Project Created — Trigger when project is on Draft
- New Customer Created — Triggers when a new customer is created in Solar Proof.
- Project Email Sent — Triggers when a published project from Solar Proof is emailed through the system to your customer.
Show 2 more triggers
- Project Link Published — Trigger when a Solar Proof project is published (includes re-publishing)
- Project SMS Sent — Triggers when a published project is sent as an SMS through the system.
Actions (1)
Things Salesflare can make it do
- Create Customer — Creates a Customer in the Solar Proof
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