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The SolarNexus Zapier Application

  • updated 4 mths ago

About

Zapier is an online automation tool that connects hundreds of apps, such as Slack, MailChimp, and now SolarNexus. You can automate repetitive tasks without coding or developers and it's easy enough that anyone can build their own app workflows with just a few clicks.

 

Adding SolarNexus to Zapier

To use Zapier, you will need to sign-up for a Zapier account separately.

The SolarNexus Zapier integration application is not yet published to the Zapier application catalog, so to access and use it in your Zapier account, click this invitation link.

 

List of All Triggers and Actions

Triggers

  1. Project Created or Updated

Searches

The available Search actions in SolarNexus are as follows:

  1. Find Job Solutions: Retrieves data on all solutions for a job.
  2. Find Primary Solution: Retrieves data on a job's primary solution.
  3. Find or Create Project: Searches for a SolarNexus project with a given ID, or optionally creates a new project if nothing is found.
  4. Find or Create Project by External Id: Searches for a SolarNexus project with a given external application ID, or optionally creates a new project if nothing is found.

Creates

The available Create actions in SolarNexus are as follows:

  1. Create Project: Creates a new project
  2. Complete Project Milestone: Completes a given milestone on an existing project
  3. Complete Project Milestone by External Id: Completes a given milestone on an existing project; project identified by external application ID
  4. Update Milestone: Updates a given milestone. Can update status, scheduled time (if an event) or due time (if just a task).
  5. Add Log Entry to Job

 

Triggers

All Zapier applications are made up of triggers and actions - each of these are steps in a Zap.

Triggers are events that happen in SolarNexus that can "trigger" something to happen in another application connected through Zapier.

The SolarNexus Zapier application currently has only one trigger:

 

Project Created or Updated

Despite only being one trigger, there are actually several events that are considered to be a project updated, including:

  • create a new project (project_create)
  • updates to customer or site information (general_project_info_update)
  • updates to the customer's energy service, like utility, rate, consumption (energy_service_update)
  • completion of a project milestone (milestone_completion)

Configuring the Trigger

  1. Create a new Zap with the "Project Created or Updated" trigger.
  2. Add the generated Zapier webhook to SolarNexus:
    • Copy the URL generated in the trigger
    • Go to Administration > Project Settings > Webhooks
    • Click "Add Webhook" and paste the URL into the "URL" field
  3. Select the relevant event(s) to trigger.
    • See the bulleted list of project update events above for valid triggers.
  4. Add a brief description of the webhook.
    • We recommend labeling with either the name of the zap or the zap's ID.
  5. Perform the relevant event in SolarNexus.
  6. Confirm receipt of data in Zapier.

The payload of data received can be used to configure the rest of your zap.

 

Actions

Actions are the things that you can do in SolarNexus in response to a trigger in another application. Actions consist of two major types: Searches and Creates. Searches look for existing data within SolarNexus without modifying that data. Creates can add new data or modify existing data.

Some actions are labeled as "Find or Create." These exist to make it easier to prevent duplication and to allow for new creation if a search does not yield results.

 

Creates

The available Create actions in SolarNexus are as follows:

  1. Create Project
  2. Complete Project Milestone
  3. Complete Project Milestone by External Id
  4. Update Milestone
  5. Add Log Entry to Job

Create Project

Creates a new project in SolarNexus. Data fields with project details are provided for mapping.

Complete Project Milestone

Marks a milestone as completed for an existing project, determined by SolarNexus Project ID. Allows scheduling times and assigning users for scheduled successor milestones.

Complete Project Milestone by External ID

Marks a milestone as completed for an existing project, but finds the project via a given External Application's Name and Identifier (aka the 'Source Application' if the project was created from an external application).

Update Milestone

Updates info on a provided milestone on a provided job. Allows adding notes, updating due dates of scheduled events, and updating status. This action will not complete the milestone.

Add Log Entry to Job

Adds a new note to a project with a given ID. Contains a flag to mark whether or not customer contact occurred with the note.

 

Searches

The available Search actions in SolarNexus are as follows:

  1. Find Job Solutions
  2. Find Primary Solution
  3. Find or Create Project
  4. Find or Create Project by External Id

Searches provide a means to find an existing record. The following earche

Find Job Solutions

This feature looks at a job with a given ID and provides a list of all solutions for that job. This is an advanced feature for use cases that require looping through multiple solutions. See this article on looping your zap actions.

Find Primary Solution

This feature looks at a job with a given ID and provides information for that job's primary solution and only the primary solution.

Find or Create Project

This feature looks in SolarNexus for an existing project that has a given SolarNexus Job ID. If a project is found with that ID, this action WILL NOT create a new project and will simply return data fields associated with the found project.

You can optionally choose to create a new project if a project is not found with this action. Input fields for mapping data to the new project are provided in this case.

Find or Create Project by External Id

This feature works similarly to Find or Create Project, but it uses a given External Application's Name and Identifier (aka the 'Source Application' if the project was created from an external application). SolarNexus needs both the Application Name and the Object ID associated with that external application to perform this search.

If a project is found with a matching Source Application name and ID, the step WILL NOT create a new project. Only data on the existing project is returned.

You can optionally choose to create a new project if a project is not found with this action (input fields for mapping a new project are provided in this case). This is a useful way to ensure that duplicate projects are not created in SolarNexus from an external CRM application, for example.

 

Common Use Cases

Create a project in SolarNexus and immediately complete the 'Lead Qualified' milestone.

This is a common case so users can immediately begin work on a solution and proposal. However, completing the 'Qualify Lead' milestone is only allowed if the project has an assigned Sales Owner. So upon creating the project, it's a good idea to also populate the sales owner, else the completion of the 'Qualify Lead' milestone step of your Zap will fail. If this is the case, a sales manager or admin user can manually assign a Sales Owner to the lead, and then manually complete the 'Qualify Lead' milestone.  

 

Available Data Fields

The table below shows a collection of SolarNexus data fields available in the various triggers and actions. The exact set of fields varies by Action or Trigger.

Field Name
Description		 Available in Trigger? Available in Action?
Account
Name of SolarNexus account holder, typically the name of your company		 X  
Event
The type of trigger event. Possible events include: project_create | general_project_info_update | energy_service_update | milestone_completion		 X  
Project Id
The ID of the SolarNexus project		 X  
Source Application Name
If the project lead was created by a third party application, this will show its name.

This field should generally be left blank. You can use this field as a way to filter the trigger by source application, so that only updates made to projects with the specified source application will occur.

This feature was originally created to set the Sold flag on a Spotio pin when a lead that was created via Spotio was later sold in SolarNexus. We wanted to limit the zap to triggering only on leads that came in via Spotio in the first place since obviously those would be the only ones where it would make sense to post information back to Spotio.

Cases where you would want to filter by source application are uncommon — mostly cases like above where you’re closing a loop with the originating app.		 X X
Source Application Object Id
If the project lead was created by a third party application, this will be that application's ID for the record.		 X  X
Lead Source
The name of the source of the lead recorded in SolarNexus.		 X  X
Sales Owner
The name of the SolarNexus user, the person currently assigned to the role of Sales owner for the project.		 X  
Sales Owner Id
The ID number of the SolarNexus user to assign as the Sales owner for the project.		   X
Customer Type
One of the following: Individual | Business | Government		 X  X
Customer Organization
If customer is a business, or government type, it has a name.		 X  X
Customer First Name
First name of customer's primary contact		 X  X
Customer Last Name
Last name of customer's primary contact		 X  X
Customer Email
Email address of customer's primary contact		 X  X
Customer Phone
Phone number of customer's primary contact		 X  X
Customer Street Address 1
Street number and name of customer mailing address		 X  
Customer Street Address 2
Extension of the customer mailing address (e.g. Apt, Unit, Suite, etc)		 X  
Customer City
City of mailing address		 X  
Customer State
State code for mailing address		 X  
Customer Zip
Zip or postal code of mailing address		 X  
Customer Country
Country name for mailing address		 X  
Site Street Address 1
Street number and name of the project site address		 X X
Site Street Address 2
Extension of the project site address (e.g. Apt, Unit, Suite, etc)		 X X
Site City
City of the project site address		 X X
Site State
State code for the project site address		 X X
Site Zip
Zip or postal code of the project site address		 X X
Site Country
Country name for the project site address		 X  
Site Latitude
Country name for the project site address		 X X
Site Longitude
Country name for the project site address		 X X
Project Name
Name for the project.		   X
Project Description
Long text field containing descriptive information.		   X
Project Classification
Retrofit or New Constuction.		   X
Finance Preference
Customer preference for how project will be paid for.		   X
Electric Utility Name
Name of the customer's electric utility.		   X
Electric Utility Account Number
Customer's electric utility account number.		   X
Electric Utility Service Id
If defined, utility may have separate ID number for the electric service.		   X
Sold Solution PV System Rate Size
If project has a sold solution, provides DC STC rating of PV system in the sold solution.		  X  
Sold Solution Contract Price
If project has a sold solution, provides contract price of the sold solution.		  X  
Milestone Name
If event is milestone_completion, this is the name of the milestone that was completed.		  X X
Milestone Completed At
UTC timestamp when milestone was completed in SolarNexus.		  X X
Milestone Completed At Local
Timestamp when milestone was completed in the timezone of the company's SolarNexus account.		  X  
Scheduled Date
If the milestone being complete results in a scheduled event (for example, a sales appointment), this is the date and time of the scheduled event.		   X
Revise Completion Date
Use to update completion date of an existing completed milestone.		   X
Milestone Scheduled Successor Name
If milestone results in a scheduled event, this is the name of the scheduled event (for example, for the completed milestone of "Sales Appointment Scheduled", the scheduled successor name would be "Sales Appointment").		  X  
Milestone Scheduled Successor Start At
Time of the scheduled successor milestone given in UTC format. This is the scheduled day and time for the event, for example, the "Sales Appointment" mentioned above.		  X  
Milestone Scheduled Successor Start At Local
Time of the scheduled successor milestone given in the timezone of the company's SolarNexus account. This is the scheduled day and time for the event, for example, the "Sales Appointment" mentioned above.		  X  

 

Here is a sample block of trigger data fields and sample values:

{
 "event": "milestone_completion",
 "project_id": 0,
 "source_application_name": "Test Application",
 "source_application_object_id": 0,
 "customer_type": "Business",
 "customer_organization": "TestOrg",
 "customer_first_name": "John",
 "customer_last_name": "Sample",
 "customer_email": "sample@example.com",
 "customer_phone": "555-555-5555",
 "customer_street_address1": "123 Main St.",
 "customer_street_address2": "Suite 456",
 "customer_city": "Anywhere",
 "customer_state": "FL",
 "customer_postal_code": "12345-6789",
 "customer_country": "US",
 "site_street_address1": "999 Central Ave.",
 "site_city": "Somewhere",
 "site_state": "FL",
 "site_postal_code": "98765-4321",
 "site_country": "US",
 "lead_source": "Company Website",
 "sales_owner": "Jane Doe",
 --- sold_solution_* properties included only if project has been sold
 "sold_solution_pv_system_rated_size_kw": "5.5",
 "sold_solution_contract_price": "11538.34",
 --- Below properties included only if event == milestone_completion
 "milestone_name": "Sales Appointment Scheduled", --- post-completion name
 "milestone_completed_at": "2018-04-10T21:15:10Z", --- time in UTC, ISO8601 format
 "milestone_completed_at_local": "04/10/2018 05:15:10 PM", --- time in account time zone
 "milestone_scheduled_successor_name": "Sales Appointment", --- pre-completion name
 "milestone_scheduled_successor_start_at": "2018-04-15T17:00:00Z", --- time in UTC, ISO8601 format
 "milestone_scheduled_successor_start_at_local": "04/15/2018 01:00:00 PM" --- time in account time zone
}
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