OpenSolar Integrations
Split Invoice (Deposit + Balance) Create 2 separate invoices, one for the deposit amount that is due on the date it’s created and one for the remaining balance which is due on the installation date.
Includes 50 invoice synchronization per month.
- Create Invoices from within the OpenSolar app Automatic Invoice Creation
- Your OpenSolar Projects are automatically updated at payment Project Updates on Reconciliation
- The Xero Integration automatically applies relevant incentives to your invoice Automate Incentives
- Line items reflect your choice of equipment from Open Solar Dynamic Line Items
- Contacts created in OpenSolar get pushed to Hubspot Deals and vice versa – (includes Name, address, email & phone) Contact Sync
- OpenSolar Stages are synced with the Product Pipeline and vice versa – For 1 pipeline and up to 10 stages Project Pipeline Sync
- Hubspot deals are automatically updated from the system prices in Open Solar – will push only 1st system price you design across System Prices Sync
- OpenSolar Project link gets pushed to the appropriate Hubspot deal and contact. Access OpenSolar Project from Hubspot
Sync contacts between Pipedrive and OpenSolar - (includes Name, address, email & phone)
New Pipedrive Deal created with new OpenSolar contact/project
Deal/Project pipeline stage update synchronisation - For 1 pipeline and up to 10 stages
OpenSolar System Price pushed to Pipedrive Property - will push only 1st system price you design across
Create Jobs based on OpenSolar projects automatically.
Choose to have an automated or manual trigger to create a job in ServiceM8.
50 synchronizations per month available.
- Create up to 50 prospects per month. Link your Solar Quotes account to your OpenSolar account inclusive are the following settings
Split Invoice (Deposit + Balance) Create 2 separate invoices, one for the deposit amount that is due on the date it’s created and one for the remaining balance which is due on the installation date.
Includes 100 invoices synchronized per month.
- Create Invoices from within the OpenSolar app Automatic Invoice Creation
- Your OpenSolar Projects are automatically updated at payment Project Updates on Reconciliation
- The Xero Integration automatically applies relevant incentives to your invoice Automate Incentives
- Line items reflect your choice of equipment from Open Solar Dynamic Line Items
- Contacts created in OpenSolar get pushed to Hubspot Deals and vice versa – (includes Name, address, email & phone) Contact Sync
- OpenSolar Stages are synced with the Product Pipeline and vice versa – For 1 pipeline and up to 10 stages Project Pipeline Sync
- Hubspot deals are automatically updated from the system prices in Open Solar – will push only 1st system price you design across System Prices Sync
- OpenSolar Project link gets pushed to the appropriate Hubspot deal and contact. Access OpenSolar Project from Hubspot
Sync contacts between Pipedrive and OpenSolar - (includes Name, address, email & phone)
New Pipedrive Deal created with new OpenSolar contact/project
Deal/Project pipeline stage update synchronisation - For 1 pipeline and up to 10 stages
OpenSolar System Price pushed to Pipedrive Property - will push only 1st system price you design across
Create Jobs based on OpenSolar projects automatically.
Choose to have an automated or manual trigger to create a job in ServiceM8.
100 synchronizations per month available.
- Create up to 100 prospects per month. Link your Solar Quotes account to your OpenSolar account inclusive are the following settings
Split Invoice (Deposit + Balance) Create 2 separate invoices, one for the deposit amount that is due on the date it’s created and one for the remaining balance which is due on the installation date.
Includes 200 invoices synchronizations per month.
- Create Invoices from within the OpenSolar app Automatic Invoice Creation
- Your OpenSolar Projects are automatically updated at payment Project Updates on Reconciliation
- The Xero Integration automatically applies relevant incentives to your invoice Automate Incentives
- Line items reflect your choice of equipment from Open Solar Dynamic Line Items
Create your own integrations using Zapier by licensing our OpenSolar private app.
- Contacts created in OpenSolar get pushed to Hubspot Deals and vice versa – (includes Name, address, email & phone) Contact Sync
- OpenSolar Stages are synced with the Product Pipeline and vice versa – For 1 pipeline and up to 10 stages Project Pipeline Sync
- Hubspot deals are automatically updated from the system prices in Open Solar – will push only 1st system price you design across System Prices Sync
- OpenSolar Project link gets pushed to the appropriate Hubspot deal and contact. Access OpenSolar Project from Hubspot
Sync contacts between Pipedrive and OpenSolar - (includes Name, address, email & phone)
New Pipedrive Deal created with new OpenSolar contact/project
Deal/Project pipeline stage update synchronisation - For 1 pipeline and up to 10 stages
OpenSolar System Price pushed to Pipedrive Property - will push only 1st system price you design across
Create Jobs based on OpenSolar projects automatically.
Choose to have an automated or manual trigger to create a job in ServiceM8.
200 synchronizations per month available.
- Create up to 200 prospects per month. Link your Solar Quotes account to your OpenSolar account inclusive are the following settings
- Contacts created in OpenSolar get pushed to Hubspot Deals and vice versa – (includes Name, address, email & phone) Contact Sync
- OpenSolar Stages are synced with the Product Pipeline and vice versa – For 1 pipeline and up to 10 stages Project Pipeline Sync
- Hubspot deals are automatically updated from the system prices in Open Solar – will push only 1st system price you design across System Prices Sync
- OpenSolar Project link gets pushed to the appropriate Hubspot deal and contact. Access OpenSolar Project from Hubspot
