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Automate when something happens in solo
Login -> Create new flow -> Select trigger -> Search solo -> Choose the trigger from the list
Take action in solo when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search solo -> Choose the action from the list
Trigger
Action
See how solo integrates with popular apps to automate tasks and streamline your workflow.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket watches Solo proposal events (like request, delivery, or acceptance) and runs configured workflows that connect those events to your other apps — CRM, financing, scheduling, billing and reporting — so follow-up tasks happen automatically.
Yes. Automating data entry, follow-ups, financing handoffs and scheduling removes delays and manual steps, so reps can deliver proposals and move customers to approval and install faster, increasing throughput and close rates.
Yes. viaSocket can insert AI into Solo workflows to generate suggested copy, classify leads, recommend financing or add-ons, and prioritize follow-ups — all triggered automatically from proposal events to improve conversion.
Most common Solo workflows can be set up with templates in hours by a business admin. viaSocket provides pre-built patterns for proposal, CRM and scheduling flows; developers are optional for complex customizations.
viaSocket passes data only between the apps you connect and follows industry best practices for access control. You control which systems are linked and can restrict or audit flows from the admin console.
SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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