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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 Customer Created" from Solar Proof.

Add your action

An action happens after the trigger—such as "Update Client" in SolarMarket.

You’re connected!

Zapier seamlessly connects Solar Proof and SolarMarket, 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 Customer Created
Triggers when a new customer is created in Solar Proof.
Trigger
Instant
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- Id do Projeto
  Required
- Name
- Company
- Document
- Customer Email
  Required
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Address number
- Address complement
- Neighborhood
- City
- State
- Responsible's ID
- Representative's ID
Action
Write
- Id do Projeto
  Required
- Custom Field ID
  Required
- Field value (click here for details)
Action
Write
- Project Name
  Required
- Project Description
- Customer ID (if it already exists or create a new one below)
- Customer Name (if you want to create a new customer)
- Customer Company (if you want to create a new customer)
- Customer Document (if you want to create a new customer)
- Customer E-mail (if you want to create a new customer)
- Customer Main Mobile (if you want to create a new customer)
- Customer Secondary Mobile (if you want to create a new customer)
- ZIP Code
- Address
- Address number
- Address complement
- Neighborhood
- City
- Funnel Stage ID (click here to find out more)
- Responsible's ID
- Representative's ID
Action
Write
- Id do Projeto
  Required
- Custom Field ID
  Required
Action
Search

- Id do Projeto
  Required
- Customer Email
  Required
- Document
- Name
- Customer's Cell Phone
- Client created before the date
- Customer created after the date
Action
Search
- Id do Projeto
  Required
- Customer ID (if it already exists or create a new one below)
- Name
- Client created before the date
- Customer created after the date
Action
Search

- Id do Projeto
  Required
- Name
- Customer Email
  Required
Action
Search

- User Email (fk)
- Customer First Name
  Required
- Customer Surname
- Customer Primary Phone No.
- Customer Alternate No.
- Customer Email
  Required
- Is GST Registered
- Company Name
- Company No
- Customer Type
Action
Write
- Id do Projeto
  Required
- Name
- Project Description
- Responsible's ID
- Representative's ID
Action
Write
- Name
- Company
- Document
- Customer Email
  Required
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Address number
- Address complement
- Neighborhood
- City
- State
- Responsible's ID
- Representative's ID
Action
Write
- Id do Projeto
  Required
- Name
Action
Search
- Id do Projeto
  Required
- Custom Field Key
Action
Search
- Id do Projeto
  Required
Action
Search
- Id do Projeto
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Solar Proof and SolarMarket 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 Solar Proof to SolarMarket integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Solar Proof

Solar Proof is a platform designed to manage customer relationships, streamline workflows, and enhance productivity for your solar business

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Related categories

CRM (Customer Relationship Management)

About SolarMarket

SolarMarket helps solar integrators create proposals, compare prices and generate leads with AI. It has tools for distributors and customers.