7 results found
-
Add standard placeholders
Add standard placeholder for Inverter Model rather than just manufacturer and quantity
1 vote -
Sales rep signs 1st with DocuSign
As a user, when using DocuSIgn, we would like the sales rep to sign first and then the customer.
2 votes -
Send the 'signed' date and time stamp through Zapier payload
Allow users to send the date and time of when a webquote was signed, through the Zapier integration
1 vote -
Project Timeline Zapier Trigger
I am integrating Solargraf with a mobile app and need to display the steps from Project Timeline.
It would be great if the Project Update Zapier Trigger had this information and triggered upon an update, or If that is not possible a separate Zapier Trigger.
I haven't found any other way for my system to stay updated on this data. Thanks2 votes -
Quick Books integration and project management
Create a project work flow after the sale that include project management and links with quickbooks for PO and invoicing
2 votes -
Zapier Connection with Salesforce
I would love a couple of features in this integration:
1. Ability to write our Opportunity Name in Salesforce to a Project Name in the Lead in SolarGraf. That way when I convert Lead to a Project in Solargraf they are both still connected. Right now I have to keep on changing the Project Title in SolarGraf after I have converted from Lead to Project to match my Opportunity Name in Salesforce.
2. Add the field connection of the Assign To so that I can assign a Lead to a Salesperson in Salesforce and when I write create that lead…1 vote -
Integration with Quickbooks
This user would like to integrate with Quickbooks
4 votes
- Don't see your idea?