Solo and Salesflare
How to connect Solo
- Via Zapier — 31 operations available. Set it up ↗
What you can automate
- When customer Updated in Solo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When customer Created in Solo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When customer Status Changed in Solo, find or create account, then find or create contact, then add contact to account in Salesflare.
About Solo
SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.
Solo operations on Zapier
Triggers (13)
Start a workflow when this happens
- Appointment Set — Triggers when an appointment is set for the customer.
- Contract Requested — Triggers when a contract is requested for a customer.
- Contract Sent — Triggers when the contract is sent on a customer.
- Contract Signed — Triggers when the contract is signed.
- Credit Ran — Triggers when credit is ran on a proposal.
Show 8 more triggers
- Customer Created — Triggers when a new customer is created.
- Customer Status Changed — Triggers when a customer's status changes.
- Customer Updated — Triggers when customer is updated.
- Proposal Requested — Triggers when a proposal is requested on a customer.
- Proposal Saved — Triggers when a proposal is saved.
- Proposal Selected — Triggers when a customer select's a proposal for their contract.
- Proposal Sent — Triggers when a proposal is sent to a customer.
- Proposal Sold — Triggers when a proposal is marked as sold on the customer.
Actions (6)
Things Salesflare can make it do
- Create Customer — Creates a Customer
- Create User — Creates a user in Solo's system.
- Get Customer Proposals — Get a customer's basic proposal information: selected_proposal_id, proposal_sold_id, proposal_id, date_created
- Get Proposal — Get a proposal's detailed information
- Update Customer — Updates a Customer
Show 1 more actions
- Update User — Update a user in Solo's system.
Searches (12)
Look up existing records
- Get AHJ's — Get AHJ's in Solo's system.
- Get CAD Attachments — Get CAD attachments.
- Get CAD Rails — Get CAD rails that exist in Solo's system.
- Get Companies — Gets a list of companies you have access to.
- Get Company — Get company information by id.
Show 7 more searches
- Get Company Installers — Gets a companies installers
- Get Company Inverters — Get a companies inverters.
- Get Company Modules — Get a companies modules/solar panels
- Get Company Users — Get users that belong to a company.
- Get Customers — Gets customers based on the company id, and filters you pass in.
- Get Timezones — Gets all timezones that exist in Solo's system.
- Get Utility Companies — Get Utilities that exist in Solo.
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