Connect solo with 2200+ apps
Integrate solo with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of solo integrations
See how solo integrates with popular apps to automate tasks and streamline your workflow.
Create HubSpot deals when a solo proposal is requested by a field rep.
Update Salesforce opportunities when solo returns a proposal to the sales rep.
Send Slack alerts when a solo proposal is received and needs same-day follow-up.
Log solo proposal requests in Google Sheets for territory and conversion reporting.
Sync solo proposal data to your CRM so managers review active quotes.
Track solo proposal activity in your spreadsheet for weekly pipeline reviews.
How to get started with solo automations
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
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Frequently Asked Questions
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.
About solo
SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.
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About viaSocket
viaSocket 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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