OpenSolar

1. A new lead is created in Salesforce.

2. The OpenSolar API is triggered by a Salesforce workflow.

3. The API creates a new project and contact in OpenSolar with the lead's information.

4. The solar design process can begin immediately in OpenSolar.

1. A customer makes a payment in OpenSolar.

2. The Xero Connector automatically pushes the payment information to Xero.

3. The payment is recorded in Xero, and the invoice is marked as paid.

1. A project's status is updated in OpenSolar.

2. The API sends a webhook to the project management system.

3. The project status is updated in the project management system in real-time.

1. System data and pricing are entered into OpenSolar.

2. The API sends this data to a finance/incentive platform.

3. Incentive amounts are automatically calculated and displayed in the OpenSolar proposal.

4. The customer sees the final price with incentives applied.

1. Project and system data are finalized in OpenSolar.

2. The API extracts required information for STC claims.

3. Data is automatically formatted and submitted to the relevant STC submission platform.

4. Reduces time and errors in the STC process.

1. The solar system design is finalized in OpenSolar.

2. The API extracts the bill of materials and system specifications.

3. This data is pushed to the ordering and ops tools.

4. Hardware orders are automatically created, reducing errors and time in the ordering process.