Zapier Integration Guide
Connect Solar Proof with 6,000+ apps using Zapier. Automate your workflows without writing any code. Perfect for CRM sync, team notifications, and workflow automation.
Zapier is a no-code automation platform that connects Solar Proof with thousands of other apps. Create "Zaps" (automated workflows) that trigger actions in other apps when events happen in Solar Proof.
Quick Start: Your First Zap
Follow these steps to create your first Solar Proof automation in Zapier:
1 Get Your API Key
Log into Solar Proof and navigate to your account settings to retrieve your API key. You'll need this to connect Zapier to your Solar Proof account.
2 Create a New Zap
Go to zapier.com and click "Create Zap". Search for "Webhooks by Zapier" as your trigger app.
3 Set Up the Webhook Trigger
Choose "Catch Hook" as the trigger event. Zapier will provide you with a custom webhook URL. Copy this URL.
4 Subscribe the Webhook in Solar Proof
Use the Solar Proof API to subscribe your Zapier webhook URL to the events you want to track:
curl -X POST "https://solarproof.com.au/apidata.php?action=subscribe_customer&api_key=YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"hookUrl": "https://hooks.zapier.com/hooks/catch/YOUR_ZAPIER_ID/",
"type_request": "customer_created"
}'5 Test the Trigger
Create a test customer in Solar Proof to send a webhook to Zapier. Zapier will detect the incoming data and let you proceed to the next step.
6 Configure Your Action
Choose what should happen when Solar Proof triggers the Zap. For example, create a contact in your CRM, send a Slack message, add a row to Google Sheets, etc.
7 Turn On Your Zap
Test your complete Zap and turn it on. Your automation is now live!
Popular Zap Examples
Here are some of the most common Solar Proof integrations built with Zapier:
Sync New Customers to CRM
Trigger: customer_created
Action: Automatically create a new lead in Salesforce with customer details
Notify Team When Proposal is Signed
Trigger: customer_status_change (when status = Signed)
Action: Post a celebratory message in your team's Slack channel
Track Proposals in Google Sheets
Trigger: published_proposal_link
Action: Log proposal details in a tracking spreadsheet for reporting
Send Follow-up Emails
Trigger: project_email_sent
Action: Add customer to a follow-up email sequence in your email marketing tool
Popular Apps to Connect
Solar Proof can connect to any app in Zapier's library. Here are some popular choices:
Salesforce
CRM sync and lead management
Slack
Team notifications and alerts
Google Sheets
Data tracking and reporting
Mailchimp
Email marketing automation
Asana
Project management tasks
Trello
Visual workflow boards
HubSpot
Marketing and sales CRM
Microsoft Teams
Team collaboration alerts
Available Solar Proof Triggers
These are the events you can use to trigger Zaps:
| Trigger Event | When It Fires | Common Use Cases |
|---|---|---|
customer_created |
A new customer is added to Solar Proof | Create CRM contacts, send welcome emails, add to mailing lists |
customer_status_change |
A customer's status changes | Update pipeline stages, send notifications, trigger workflows |
project_email_sent |
An email is sent for a project | Log communications, trigger follow-ups, update CRM |
project_sms_sent |
An SMS is sent for a project | Track SMS communications, log interactions |
published_proposal_link |
A proposal is published | Notify team, log proposals, update spreadsheets |
recent_draft_project |
A draft project is created/updated | Track work in progress, update dashboards |
Advanced Zapier Tips
Use Filters to Control When Zaps Run
Add Filter steps in Zapier to only run actions when specific conditions are met:
Filter: Only continue if...
new_status equals 2 (Signed status)Format Data with Formatter
Use Zapier's Formatter to transform webhook data before sending it to other apps:
- Format dates and times
- Extract specific parts of text
- Convert number formats
- Parse JSON addresses from Solar Proof
Create Multi-Step Zaps
Chain multiple actions together:
- Trigger: New customer in Solar Proof
- Action: Create contact in CRM
- Action: Add row to Google Sheets
- Action: Send welcome email via Gmail
- Action: Post notification in Slack
Use Paths for Conditional Logic
Zapier's Paths feature lets you create different workflows based on data:
Path A: If status = "Signed" → Send to installation team
Path B: If status = "New Contacts" → Add to nurture campaign
Path C: If status = "Mega Status" → Alert sales manager
Troubleshooting Common Issues
Webhook Not Receiving Data
Solution: Make sure you've subscribed your Zapier webhook URL using the Solar Proof API. Verify the subscription was successful by checking for a success response.
Zap Not Triggering
Solution: Check that your Zap is turned ON. Verify that the webhook URL in Solar Proof matches exactly the URL provided by Zapier. Test by creating a new event in Solar Proof.
Missing Data Fields
Solution: Review the Webhook Events Reference to see exactly which fields are included in each event type. Some fields are only available in specific events.
Duplicate Zaps Running
Solution: Check if you've accidentally subscribed the same webhook URL multiple times. Use the unsubscribe endpoint to remove duplicate subscriptions.
Getting Help
Need assistance with your Zapier integration?
- Solar Proof API Docs: Review the Webhooks documentation for technical details
- Zapier Help: Visit Zapier's Help Center for platform-specific questions
- Solar Proof Support: Contact our support team at support.solarproof.com
- Community: Join the discussion in Zapier's community forums