Setting up Zapier App with Bridge Select

Introduction

The Bridge Select Zapier App is a powerful tool designed to streamline and automate job creation within the Bridge Select platform. By connecting Bridge Select to Zapier's ecosystem of over 5,000 apps, users can build workflows that simplify and enhance job management processes for solar power installations.

Bridge Select is a comprehensive platform that facilitates:

• Verifying solar panel authenticity.
• Managing Small-scale Technology Certificates (STCs).
• Capturing real-time and accurate installation records.

For more information about Bridge Select and its offerings, visit our official website: www.bridgeselect.com.au.

By leveraging the Bridge Select Zapier App, users can automate repetitive tasks like job creation, data synchronization, and real-time updates, improving operational efficiency and reducing manual effort.

Getting Started

To seamlessly integrate Bridge Select with Zapier, ensure you have the necessary prerequisites in place. Follow the steps below to set up your account and API access for a smooth integration experience.

Step 1: Obtain API Access for Bridge Select

You’ll need an active Bridge Select Retailer Account with API access enabled. Follow these steps to request your API key:

• Ensure you have a registered Bridge Select Retailer account.
• Contact BridgeSelect Support to request API access.
• Once approved, you will receive your API key and integration guidelines.

If you don’t have an account or are unsure about your access, reach out to our team for assistance.

Step 2: Setting Up Zapier

To connect Bridge Select with Zapier, ensure you have a Zapier account and a basic understanding of how to create workflows (Zaps).

If you're new to Zapier, explore the following resources to get started:

• How to Create a Zap – A Beginner's Guide
• Zapier Quick Start Guide
• Explore Zapier Integrations
• Automation Examples & Use Cases

If you need further assistance, feel free to contact BridgeSelect Support. We're here to help you streamline your integration process.

Installation Steps

Go to the Zapier website and log in using your user credentials. If you don’t have an account, you can create one by following the sign-up process on the Zapier homepage.

First, choose the app that will trigger your Bridge Select automation. In Zapier, this is the app that will initiate the workflow when a specific event occurs. For example, you can select an app like simpro app integrated with Zapier to start the workflow.

After selecting the trigger app, you will be prompted to choose an event in that app that will trigger the Zap. Then, you can set up the desired action in the Bridge Select app to automate your process.

Navigate to the Zapier App Directory and search for the Bridge Select app. Once you find it, select the app to configure it.

Configure the Create Job Action

After selecting the Bridge Select app, choose the Create Job action. This action will allow you to automate job creation within Bridge Select. Follow the prompts to connect your Bridge Select account (by entering your API key) and configure the specific details for the job that will be created automatically.

During the authentication process, you’ll be prompted to link your Bridge Select account by entering your API key. To obtain your API key, follow these steps:

• Contact BridgeSelect Supportteam to setup your zapier api key
• If you already obtained the zapier key from BridgeSelect to view you zapier key log in to your BridgeSelect account and go to Settings > API & Integrations.
• Click on View Zapier Key to generate your API key.

If you do not have an API key or are unsure how to obtain one, refer to the instructions in the "Getting Started" section above, or contact our support team at support@Bridge Select.com.au for assistance.

Once your Bridge Select account is linked and authenticated, you can create a Zap to automate your workflows. In Zapier, a Zap is an automated workflow that connects your Bridge Select app with other apps to perform specific actions based on triggers.

To create a Zap:

• Select a trigger app that will start your workflow (for example, a new email in Gmail or a new row in Google Sheets).
• Set the trigger event, which will initiate the workflow when it happens (such as receiving a new email or adding a new row).
• Choose Bridge Select as the action app and select the appropriate action, such as Create Job.
• Map the necessary fields from your trigger app to Bridge Select’s action (for example, map the details of a form submission or email content to a job in Bridge Select).
• Test your Zap to ensure it works correctly, and then turn it on to automate your workflow.

With these steps, you can create customized automations and streamline your processes using Bridge Select and Zapier.

Authentication

After selecting the Bridge Select app in Zapier, follow these steps to authenticate your account:

• Click Connect a New Account to begin the authentication process.
• Enter your Bridge Select API Key, which can be found in your Bridge Select account Settings > API & Integrations > View Zapier Key.
• Test the connection to ensure it is active and working correctly. Zapier will confirm that the connection has been successfully established.

Tip: Ensure your API key is kept secure and only shared with trusted services to protect your account.

Actions

The Create Job action allows you to generate jobs directly within Bridge Select through Zapier.

By using this action, you can automatically create jobs based on the triggers from other integrated apps, simplifying your workflow and enhancing efficiency.

Types of Job Available

1. Solar PV Job

A Solar PV (Photovoltaic) Job involves the installation and setup of solar panels at the specified site. This job type is used to generate electricity from solar energy, typically for residential or commercial use. Ensure all relevant details, such as installation date, customer information, and system specifications, are accurately provided.

2. Hot Water Job

A Hot Water Job refers to the installation or maintenance of a hot water system at the designated site. This job type includes systems like solar hot water heaters, electric hot water systems, or gas hot water systems. Ensure to provide key details, including the installation date, site information, and customer contact details, for proper job scheduling and execution.

The Fields Required: Following Fields are required to create a Job through Bridge Select Zapier App

• Unique ID from your CRM Mandatory: Map this field with the unique identifier from your CRM system. This ID will be used as the unique identifier on the BridgeSelect portal, ensuring the job is linked correctly to the corresponding CRM record.
• Status of Job in your CRM: Map this field to the job status from your CRM system, such as "New", "Assigned" "In Progress," or "Completed." This ensures the job status in BridgeSelect reflects the current state of the job in your CRM.
• Customer first name Mandatory: Map this with the first name of customer.
• Customer Last name Mandatory: Map this with the last name of customer.
• Customer Email Mandatory: Map this with the last customers email.
• Installation Date: Enter the date when the Solar PV system is going to be installed at the installation site. (Please note the date format should be DD/MM/YYYY, for example, 12/01/2024.)
• Customer Mobile Number Mandatory: Customer mobile number is requiered as the part of customer contact information.
• Customer Phone Number: Customer phone number can be used as the secondary method to comunicate with customer in case of customer mobile number is unavailable.
• Address Line Mandatory: Map this with the complete address of the installation site.
• Customer street address (e.g. 7 Tania Way): This inclued the Name, Number and type of street.
• Postcode Mandatory: It is the required field as a part of address details.
• Organisation name: Add organisation name if applicable.
• STC Discount offered to customer: Add STC Discount offered to customer if any.
• Latitude: Latitude of the installation site.
• Longitude: Longitude of the installation site.

Both Latitude & Longitude will be used for geolocation services.

• PO Box number: PO Box number is only required if the customer address is postal.
• Property Type: Select the appropriate type of property.Currently only Residential, Commercial and School is supported.By default this value is set to Residential.
• Postal delivery type: It is only required if the customer address is postal.
• Installation suburb name: Suburb in which the installation site is located.
• First Name of customer used for installation: First Name of customer used for installation is used as the part of installation site details.
• Last Name of customer used for installation: Last Name of customer used for installation is used as the part of installation site details.
• Installation Latitude: Installation Latitude is used to locate the location of installation site.
• Installation Longitude: Installation Longitude is used to locate the location of installation site along with the Installation latitude.
• Installation State name: The value of it should be the state of installation site.
• Installation Mobile Number: The installation mobile number is requiered for the smother communication at the represntetive of installation site.
• Installation Street Address (e.g. 7 Tania Way): It is required as the part of address details of installation site.
• Installation Postcode: Enter the postcode of installation site.
• State name: State name of customer.
• Job type Mandatory: This is the most important field. Please select the appropriate job type if you want to create the Solar pv job the value should be selected as Solar PV if the job is of Hot Water then the value should be Hot Water.
• Unit Type: Unit type of location if applicable.
• Unit Number: Unit number of location if applicable.
• Installation Unit Type: Installation unit type of location if applicable.
• Installation Unit Number: Installation unit number of location if applicable.
• CECID or Plumbing License number of the installer to be assigned to the job:It is required if the installer is assigned to the job. (If you pass a blank we will remove the existing installer from the job)
• Source Zap: Which zapier app is used is trigring the Bridge Select zapier app available options are Simpro, Ascora, Zoho, Pipedrive, Hubspot
• NMI (e.g. 41024632943): NMI number of job which for e.g. 41024632943
• Energy Distributor (e.g. Simply Energy): Name of the energy distributor (e.g. Simply Energy)
• Owner Type: Select the appropriate owener type from available options Individual or Corporate body.
• Product Kit: If you want the predefined kit for to be assigned to the job then product Kit is required (Kit ID should match exactly as configured in Bridge Select Settings > API & Product) in you retailer portal provided by Bridge Select.
• System mounting type: Select the correct mounting type wether its a New System or a Replacement System.