In the solar industry, time is quite literally money. Every hour spent manually moving data between systems is an hour not spent closing deals or putting glass on the roof. That’s why our Engineering team has spent months building a robust API ecosystem designed to eliminate the friction points that slow down your workflows.
Whether you’re a sales team member needing quick proposal turnarounds, a field technician transmitting job site data, or an engineer who needs to organize information in as few clicks as possible, our new connectivity options will provide a smoother, more efficient way to move a project through the solar value chain.
🔗 3 Ways to Connect Scanifly to Your Tech Stack
1. Zapier Integration (No Coding Required!)
Not every solar company has developers ready to build custom integrations. That’s precisely why we’ve made connecting Scanifly to your tech stack incredibly simple with our Zapier integration:
- Connect to 5,000+ applications – including CRMs, proposal tools, and project management software
- Set up in minutes with an intuitive no-code interface
- Create custom workflows tailored to your specific business processes
☀️ Real-World Impact: Cape Fear Solar Systems connected Scanifly with Zoho CRM and their in-house proposal tool through Zapier, eliminating hours of manual data entry each week. Their team now focuses on selling and installing solar rather than copying and pasting data.
2. Direct API Integrations with Industry Leaders
We’ve partnered with the solar industry’s leading racking manufacturers and proposal tools to create seamless, pre-built connections that work immediately out of the box:
Solar Racking Providers:
Proposal Tools:
Each integration automatically syncs the right data at the right time, with no complex setup required. This means fewer revisions and significantly less time transferring design files to these providers.
3. Custom API Integrations for Unlimited Flexibility
Have unique requirements or want something tailored to your specific workflow? Our open APIs give your developers full flexibility:
- Complete documentation with clear examples to help your developers get started quickly
- RESTful API design that’s easy to understand and implement
- Comprehensive endpoints for projects, designs, checklists, and more
☀️ Real-World Impact: Empower NY used Scanifly’s APIs to integrate their design workflows with Salesforce. They automated project creation and design generation, cutting down on manual tasks and data entry. The integration places design files, shade reports, and overhead images directly into Salesforce, enabling their team to review designs and create proposals in one place.
🚀 Three Workflows You Can Automate Today
1. Create Scanifly Projects from Your CRM
When you add a new lead to your CRM, automatically generate a corresponding project in Scanifly with all customer details, address, and consumption data already populated. This workflow completely eliminates the redundant data entry that slows down your sales process.
2. Sync Design Data Back to Your Proposals
Once your design is complete in Scanifly, automatically push key data points like system size, panel layout, module type, production, and shade analysis back to your proposal tool. This ensures your proposals are always accurate and up-to-date with the latest design information.
3. Streamline Field Data Collection with Checklist Syncing
Completed site survey, financing, or installation checklists can now be sent directly to your CRM, finance portal, or project management tools. This ensures all field data is immediately available where you need it, accelerating site assessments and simplifying finance approvals.
🤝 Free Integrations Support for All Customers
Every Scanifly customer gets access to our integration support team at no additional cost. Whether you’re setting up your first Zap or planning a complex custom integration, we’re here to help:
- One-on-one guidance from our integration specialists
- Custom workflow planning to match your unique business processes
- Technical assistance for your development team if you choose a custom integration
✅ The Bottom Line: Work Smarter, Not Harder
Your team has better things to do than copy-pasting data between systems. With Scanifly’s new API ecosystem, you can put that time back into growing your business.
The solar industry is competitive enough without wasting valuable hours on manual data transfer. Our new integration capabilities ensure your data flows seamlessly between systems, helping you work faster, reduce errors, and ultimately get more solar installed.
Get started using our new APIs and integrations today!
- Learn more about our API caprabilities →
- Start connecting with Zapier →
- Schedule a 15-minute integration consultation →
Let’s keep doing quality solar, together!
