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Solargraf Features: 3rd Party Integrations

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Support Additional Fields on Zapier

Needing Zapier to be able to add:
- Roof mount or ground mount? (string)
- Select your roof type (string)
- Utility provider (string)
- Calculated number of panels (integer)
- CompanyID (integer)
- Appointment date (date)

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Courtney Leishman shared this idea  ·   ·  Report…  ·  Admin →
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  • Courtney Leishman commented  ·   ·  Report

    Type or Location, (ie Roof mount or ground mount)
    Roof Material (asphalt, membrane, tile, etc.)
    *Monthly Bill – often times customers have up to 12 months of power bill information (kWh or dollar amount), can we submit all 12 months through Zapier for a more accurate design? I believe right now it only allows one input, which is only one month of usage
    Input Unit - We need another field that determines if it is a “kWh” or “dollar” amount input
    Utility (we need this to ensure we are designing based on the right utility and net metering rates)
    Tariff (we need this to ensure we are designing based on the right tariff/rate schedule and net metering rates)

  • Courtney Leishman commented  ·   ·  Report

    Needing Zapier and Solargraf to accept more form fields for additional information.

  • Matthew Welch commented  ·   ·  Report

    I have to keep my subscription and remake the quotes in that system to create our contracts. The Solargraf contract is woefully deficient for California.

  • Chelsea Utley commented  ·   ·  Report

    I need support for the 'Mounting' field in the Zapier integration to pull that information into a Zapier request for our contract. We have a custom contract that requires specific fields including system information, location, etc. we are using a third party tool to automate pushing that information into our contract.