CRM and Sales tools
SolarMarket
15 min
solarmarket is a brazilian platform for managing and quoting solar energy projects integrating with make com allows users to automate project creation, client management, and quotation workflows directly from their solarmarket account this is ai generated content based on official solarmarket documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www solarmarket com br directly requirements to use the solarmarket app in make, you must have an active account and an api token, https //www solarmarket com br for subscription, refer to the https //www solarmarket com br connect solarmarket and {{product name}} to get started, you must first create a connection between solarmarket and {{product name}} , allowing the two services to communicate obtain your basic in your solarmarket account create the connection in make obtain your basic in your solarmarket account before you create the connection in {{product name}} , you should first obtain your basic in your solarmarket account to obtain your basic click your name or profile image in the upper right corner of the screen click token api from the dropdown menu copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //solarmarket zendesk com/hc/pt br/articles/6597532233115 api solarmarket flexibilidade para seu neg%c3%b3cio create the connection in {{product name}} https //www make com/en/register , add the solarmarket module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your solarmarket account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page solarmarket modules after connecting to the solarmarket app, you can choose from a list of available modules to build your {{scenario plural lowercase}} atualizar cliente update customer information using a specific customer id atualizar projeto update the details of a specific project using its unique identifier atualizar valor de campo customizado do projeto update the value of a specific custom field linked to a project criar cliente create a new customer profile on the platform criar projeto creates a new project on the platform make an api call executes a custom api request using your authorized account pesquisar campos customizados associados a um projeto find the custom fields linked to a specific project using the project id pesquisar campos customizados da conta find a custom field using the field key as a reference pesquisar cliente find a customer using their id, email, document number, name, phone number, and/or the date the customer was created pesquisar funil find a funnel by searching with its name or id pesquisar funis associados a um projeto find the custom fields linked to a specific project using the project's id pesquisar projeto find a project using criteria such as project id, project name, creation date, and/or client id pesquisar proposta ativa find the main proposal associated with a specific project using the project id pesquisar usuários find a user by searching with their id, name, or email address templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} solarmarket resources you can have access to more resources related to this app on the following links https //community make com/search?q=solarmarket https //www solarmarket com br https //solarmarket readme io/reference/introdu%c3%a7%c3%a3o https //www make com/en/integrations/solarmarket