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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Lead" from EnergySage.

Add your action

An action happens after the trigger—such as "Add Materials" in SubcontractorHub.

You’re connected!

Zapier seamlessly connects EnergySage and SubcontractorHub, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New or Updated Lead
Triggers when a lead is created or updated.
Trigger
Instant
Try It
Select Active Users
get the list of active users for the selected organization
Trigger
Polling
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- Organization
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
Trigger
Instant
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- Job Type
  Required
- Type
  Required
- Category
  Required
Action
Write
- First Name
- Last Name
- Email
- Phone
- Street
  Required
- City
- State
  Required
- Postal Code
  Required
- Country
- Latitude
- Longitude
- Job Type
  Required
- Qualifying Representative
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Email
- Sales Rep Phone
- Sales Rep His Number
- Lead Source
- Lead Sub Source
- Lead Score
- Notes
- Organization
- Company
- Description
- From Url
- Status
- Annual Revenue
- Employees
- Email Opt Out
- Utm Campaign
- Utm Source
- Utm Medium
- Utm Content
- Utm Term
- website
- Engagement History
- Spanish
- Preferred Contact Method
- Referred By
- Do Not Call
- Do Not Text
- Legal
- Default Timezone
- External Lead Id
- State
- Territory
Action
Write

- Unique Id
  Required
- Finance Partner
- Finance Term
- Finance Rate
- Price Per Watt
- Finance Monthly Payment
- Organization
- Contract Signed URL
- County
- Country
- Latitude
- Longitude
- Down Payment
- Discounts Total
- Base System Cost
- Battery Total
- Adders Total
- Dealer Fee
- Contract Amount
- Utility Company
- Utility Bill
- Module Manufacturer
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Annual Production
- Annual Usage
- System Size
- Finance Type
- Contract Type
- Finance Escalator
- Last Name
- Phone
- Owner Email
- Sales Rep Full Name
- Current Stage
- Sales Rep Email
Action
Write

- Market Property UUID
- Funnel State
  Required
- Street Address
  Required
- City
- State
- Zip Code
- First Name
- Last Name
- Alias email
- Installation Size [kW]
- Installation Cost
- Includes Battery
- Includes Roofing
Action
Write
- Organization
Trigger
Polling
Try It
- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
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- Material Name
- Description
- Delivery Type
- Manufacturer
  Required
- SKU
  Required
- Part Number
  Required
- Type
  Required
- Job Type
  Required
- Pack Size
  Required
- Quantity
  Required
- Active
- No Of Item
  Required
Action
Write
- First Name
- Last Name
- Email
- Phone
- Street
  Required
- City
- State
- Postal Code
  Required
- Country
- Country Code
- Job Type
  Required
- Organization
- Lead Source
- Lead Sub Source
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Qualifying Representative
- Campaign Number
- Lead Score
- Custom Fields
- Select Owner
- Owner Email
Action
Write
- Job Type
  Required
- Street
  Required
- City
- State
- Postal Code
  Required
- First Name
- Last Name
- Email
- Module Name
  Required
- Module Watts
  Required
- Module Total Panels
  Required
- Battery Name
  Required
- Battery Price
  Required
- Battery Size (kwh)
  Required
- Battery Quantity
  Required
- Organization
- External Id
  Required
- Territory
- Finance Partner
- Finance Rate
- Finance Term
- Finance Escalator
- Down Payment
- Contract Amount
- Financed Amount
- Utility Company
- System Size
- Annual Usage
- Annual Production
- Contract URL
- Shade Report URL
- Design URL
- Contract Signed Date
- Sales Rep Full Name
- Sales Rep Email
- Sales Rep First Name
- Sales Rep Last Name
- Owner Email
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Module Manufacturer
- Battery Manufacturer
- Price Per Watt
- Phone
Action
Write
- Unique Id
  Required
- Organization
- Fields [0] Field Key
- Fields [0] Field Value
- Fields [1] Field Key
- Fields [1] Field Value
- Fields [2] Field Key
- Fields [2] Field Value
- Fields [3] Field Key
- Fields [3] Field Value
- Fields [4] Field Key
- Fields [4] Field Value
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- Fields [5] Field Value
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- Fields [6] Field Value
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- Fields [7] Field Value
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- Fields [8] Field Value
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- Fields [9] Field Value
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- Fields [10] Field Value
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- Fields [11] Field Value
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- Fields [12] Field Value
- Fields [13] Field Key
- Fields [13] Field Value
- Fields [14] Field Key
- Fields [14] Field Value
- Fields [15] Field Key
- Fields [15] Field Value
- Fields [16] Field Key
- Fields [16] Field Value
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- Fields [17] Field Value
- Fields [18] Field Key
- Fields [18] Field Value
- Fields [19] Field Key
- Fields [19] Field Value
- Fields [20] Field Key
- Fields [20] Field Value
- Fields [21] Field Key
- Fields [21] Field Value
- Fields [22] Field Key
- Fields [22] Field Value
- Fields [23] Field Key
- Fields [23] Field Value
- Fields [24] Field Key
- Fields [24] Field Value
- Fields [25] Field Key
- Fields [25] Field Value
- Fields [26] Field Key
- Fields [26] Field Value
- Fields [27] Field Key
- Fields [27] Field Value
- Fields [28] Field Key
- Fields [28] Field Value
- Fields [29] Field Key
- Fields [29] Field Value
- Fields [30] Field Key
- Fields [30] Field Value
- Fields [31] Field Key
- Fields [31] Field Value
- Fields [32] Field Key
- Fields [32] Field Value
- Fields [33] Field Key
- Fields [33] Field Value
- Fields [34] Field Key
- Fields [34] Field Value
- Fields [35] Field Key
- Fields [35] Field Value
- Fields [36] Field Key
- Fields [36] Field Value
- Fields [37] Field Key
- Fields [37] Field Value
- Fields [38] Field Key
- Fields [38] Field Value
- Fields [39] Field Key
- Fields [39] Field Value
- Fields [40] Field Key
- Fields [40] Field Value
- Fields [41] Field Key
- Fields [41] Field Value
- Fields [42] Field Key
- Fields [42] Field Value
- Fields [43] Field Key
- Fields [43] Field Value
- Fields [44] Field Key
- Fields [44] Field Value
- Fields [45] Field Key
- Fields [45] Field Value
- Fields [46] Field Key
- Fields [46] Field Value
- Fields [47] Field Key
- Fields [47] Field Value
- Fields [48] Field Key
- Fields [48] Field Value
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- Fields [49] Field Value
- Fields [50] Field Key
- Fields [50] Field Value
- Fields [51] Field Key
- Fields [51] Field Value
- Fields [52] Field Key
- Fields [52] Field Value
- Fields [53] Field Key
- Fields [53] Field Value
- Fields [54] Field Key
- Fields [54] Field Value
- Fields [55] Field Key
- Fields [55] Field Value
- Fields [56] Field Key
- Fields [56] Field Value
- Fields [57] Field Key
- Fields [57] Field Value
- Fields [58] Field Key
- Fields [58] Field Value
- Fields [59] Field Key
- Fields [59] Field Value
- Fields [60] Field Key
- Fields [60] Field Value
- Fields [61] Field Key
- Fields [61] Field Value
- Fields [62] Field Key
- Fields [62] Field Value
- Fields [63] Field Key
- Fields [63] Field Value
- Fields [64] Field Key
- Fields [64] Field Value
- Fields [65] Field Key
- Fields [65] Field Value
- Fields [66] Field Key
- Fields [66] Field Value
- Fields [67] Field Key
- Fields [67] Field Value
- Fields [68] Field Key
- Fields [68] Field Value
- Fields [69] Field Key
- Fields [69] Field Value
- Fields [70] Field Key
- Fields [70] Field Value
- Fields [71] Field Key
- Fields [71] Field Value
- Fields [72] Field Key
- Fields [72] Field Value
- Fields [73] Field Key
- Fields [73] Field Value
- Fields [74] Field Key
- Fields [74] Field Value
- Fields [75] Field Key
- Fields [75] Field Value
- Fields [76] Field Key
- Fields [76] Field Value
- Fields [77] Field Key
- Fields [77] Field Value
- Fields [78] Field Key
- Fields [78] Field Value
- Fields [79 Field Key
- Fields [79] Field Value
- Fields [80] Field Key
- Fields [80] Field Value
- Fields [81] Field Key
- Fields [81] Field Value
- Fields [82] Field Key
- Fields [82] Field Value
- Fields [83] Field Key
- Fields [83] Field Value
- Fields [84] Field Key
- Fields [84] Field Value
- Fields [85] Field Key
- Fields [85] Field Value
- Fields [86] Field Key
- Fields [86] Field Value
- Fields [87] Field Key
- Fields [87] Field Value
- Fields [88] Field Key
- Fields [88] Field Value
- Fields [89] Field Key
- Fields [89] Field Value
- Fields [90] Field Key
- Fields [90] Field Value
- Fields [91] Field Key
- Fields [91] Field Value
- Fields [92] Field Key
- Fields [92] Field Value
- Fields [93] Field Key
- Fields [93] Field Value
- Fields [94] Field Key
- Fields [94] Field Value
- Fields [95] Field Key
- Fields [95] Field Value
- Fields [96] Field Key
- Fields [96] Field Value
- Fields [97] Field Key
- Fields [97] Field Value
- Fields [98] Field Key
- Fields [98] Field Value
- Fields [99] Field Key
- Fields [99] Field Value
- Fields [100] Field Key
- Fields [100] Field Value
Action
Write

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Connect EnergySage and SubcontractorHub to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your EnergySage to SubcontractorHub integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About EnergySage

EnergySage is an online marketplace that connects consumers with solar energy providers, offering tools to compare quotes, financing, and installation options.

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Related categories

CRM (Customer Relationship Management)

About SubcontractorHub

SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.