Integrate Solo with Retently
Sync customer profiles between Solo and Retently to ensure up-to-date information, trigger NPS/CSAT surveys after contract completions or significant customer interactions, and use feedback scores to improve customer relationship management strategies.
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About Solo
Solo is a system for managing customers, proposals, and contracts. It allows users to create and update customer information, manage appointments, and handle contracts.
Solo to Retently
Appointment Set
Triggers when an appointment is set for the customerContract Sent
Triggers when the contract is sent on a customerCredit Ran
Triggers when credit is ran on a proposalCustomer Created
Triggers when a new customer is createdProposal Requested
Triggers when a proposal is requested on a customer.Proposal Selected
Triggers when a customer selects a proposal for their contract.Proposal Sold
Triggers when a proposal is marked as sold on the customer.Contract Requested
Triggers when a contract is requested for a customerContract Signed
Triggers when the contract is signedCustomer Updated
Triggers when customer is updatedCustomer Status Changed
Triggers when a customer's status changesProposal Saved
Triggers when a proposal is saved.Proposal Sent
Triggers when a proposal is sent to a customer.Retently to Solo
Create User
Creates a user in Solo's system.Get Proposal
Gets a proposal's detailed informationUpdate User
Updates a user in Solo's system.Get AHJs
Gets AHJs in Solo's system.Get CAD Rails
Gets CAD rails that exist in Solo's system.Get Company
Gets company information by id.Get Company Inverters
Gets a company's inverters.Get Company Users
Gets users that belong to a company.Get Utility Companies
Gets utilities that exist in Solo.Create Customer
Creates a customerGet Customer Proposals
Gets a customer's basic proposal information.Update Customer
Updates a customerGet Customers
Gets customers based on the company id, and filters you pass in.Get CAD Attachments
Gets CAD attachments.Get Companies
Gets a list of companies you have access to.Get Company Installers
Gets a company's installersGet Company Modules
Gets a company's modules/solar panelsGet Timezones
Gets all timezones that exist in Solo's system.
Alex Bitca
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