Sunwise and Salesflare
How to connect Sunwise
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Contact in Sunwise, find or create contact in Salesflare.
- When updated Contact in Sunwise, find or create contact in Salesflare.
About Sunwise
Sunwise is a provider of design and market rates for solar energy panel installations.
Sunwise operations on Zapier
Triggers (3)
Start a workflow when this happens
- Created Project — Triggers when a proposal is created in a project.
- New Contact — Triggers when a contact is create in a Sunwise account.
- Updated Contact — Triggers when a contact is update.
Actions (6)
Things Salesflare can make it do
- Create Project Without Consumption — Create a new project without consumption data.
- Create or Update Contact — Action use to create a contact in Sunwise account.
- Get All Proposals for a Project — List all proposals for a project.
- Get Favorite Proposal ID — Get the ID of the favorite proposal in a project.
- Get Proposal — Get proposal details.
Show 1 more actions
- Update Contact — Updates a Contact in Sunwise.
Searches (6)
Look up existing records
- Search Contacts — Searches for active contacts that match a given name, company name, or email address.
- Search Project Summaries — Searches for active project summaries that match a given name or contact name.
- Search Projects — Searches for active projects that match a given name, customer name, contact name or service number.
- Search Proposal Summaries — Searches for active proposal summaries that match a given name, contact name or project name.
- Search Proposals — Searches for active proposals that match a given name, customer name, contact name or project name.
Show 1 more searches
- Search Reports — Searches for active reports that match a given name, contact name or project name.
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