Complete Survey Example

This webhook triggers when a survey is completed and captures various details about the survey, the customer, and the system being installed.

Value NameDescriptionValue Type
idUnique ID of the site survey.integer
customer_idUnique ID of the customer associated with the survey.integer
company_idUnique ID of the company conducting the survey.integer
epc_company_idEPC (Engineering, Procurement, and Construction) company ID.integer
survey_type_idID of the type of survey.integer
survey_type_nameName of the survey type.string
survey_hashUnique identifier for the survey.string
agent_nameName of the agent completing the survey.string
agent_emailEmail of the agent completing the survey.string
installDetailsContains detailed information about the installationobject
utilityInformation about the utility providerobject
survey_dataIncludes details about the customer's site and preferencesobject
customerAn object containing comprehensive information about a customer, including personal details, contact information, and various associated metadata. Here is a detailed description of each key-value pair within the object.object
progressPercentage progress of the survey completion.integer
filesFiles associated with the survey (if any).array
enerflo_urlURL to view the survey in Enerflo.string
solarDataAn object containing detailed information about the solar energy system being installed, including the system's components, costs, and financing details. Here is a detailed description of each key-value pair within the object.object
eventNameName of the event, in this case, "complete_survey".string
"body": {
		"id": 00000,
		"customer_id": 00000,
		"company_id": 0000,
		"epc_company_id": 0000,
		"survey_type_id": 0000,
		"survey_type_name": "Enerflo Solar Optimus/PV Watts Deal",
		"survey_hash": "123abc-ab23-414b-b0a1-987654bca",
		"agent_name": "Enerflo Admin",
		"agent_email": "[email protected]",
		"integrations": [],
		"installDetails": {
			"id": 00000,
			"epc_company_id": 0000,
			"company_id": 0000,
			"editor_company_id": 0000,
			"office_id": null,
			"epc_market_id": null,
			"customer_id": 00000,
			"survey_type_id": 0000,
			"survey_id": 00000,
			"site_survey_id": null,
			"agent_id": 0000,
			"agreement_id": 0000,
			"created_at": "2024-08-28 16:56:19",
			"updated_at": "2024-08-28 16:56:19",
			"deleted_at": null,
			"status_id": 1
		},
		"last_updated_section_id": 0000,
		"completed_by_name": "",
		"completed_by_email": "",
		"user_completed_by_id": null,
		"user_completed_by_name": "",
		"user_completed_by_email": "",
		"last_updated_by_id": 0000,
		"last_updated_by_name": "Enerflo Admin",
		"last_updated_by_email": "[email protected]",
		"created_at": "2024-08-28T16:56:18+00:00",
		"updated_at": "2024-10-24T18:39:58+00:00",
		"utility": {
			"utility_id": 000,
			"utility_name": "Other",
			"utility_short_name": "Other",
			"tags": [],
			"company_alias": null,
			"crm_id": null
		},
		"external_customer_id": null,
		"survey_data": {
			"have_hoa": "0",
			"bill_avg_power": "2",
			"customer_notes": "",
			"have_utility_bill": "0",
			"solar_system_size": "",
			"solar_design_notes": "",
			"mobile_modular_home": "0",
			"solar_mounting_type": "Roof",
			"credit_score_select2": "Above 680",
			"solar_decisionmakers": "1",
			"solar_roof_condition": "Good",
			"customer_utility_list": "293",
			"solar_data_panel_count": "7",
			"shading_concerns_toggle": "0",
			"solar_design_array_tilt": [
				{
					"id": 1,
					"value": "5"
				}
			],
			"income_pre_qualification": "1",
			"solar_data_inverter_count": "5",
			"solar_data_production_apr": "",
			"solar_data_production_aug": "",
			"solar_data_production_dec": "",
			"solar_data_production_feb": "",
			"solar_data_production_jan": "",
			"solar_data_production_jul": "",
			"solar_data_production_jun": "",
			"solar_data_production_mar": "",
			"solar_data_production_may": "",
			"solar_data_production_nov": "",
			"solar_data_production_oct": "",
			"solar_data_production_sep": "",
			"homeowner_prequalification": "1",
			"solar_data_consumption_apr": "5",
			"solar_data_consumption_aug": "5",
			"solar_data_consumption_dec": "5",
			"solar_data_consumption_feb": "5",
			"solar_data_consumption_jan": "5",
			"solar_data_consumption_jul": "5",
			"solar_data_consumption_jun": "5",
			"solar_data_consumption_mar": "5",
			"solar_data_consumption_may": "5",
			"solar_data_consumption_nov": "5",
			"solar_data_consumption_oct": "5",
			"solar_data_consumption_sep": "5",
			"solar_design_array_azimuth": [
				{
					"id": 1,
					"value": "5"
				}
			],
			"solar_data_system_production": "5",
			"solar_data_system_consumption": "5",
			"solar_design_array_count_drop": "1",
			"solar_design_array_panel_count": [
				{
					"id": 1,
					"value": "5"
				}
			],
			"solar_design_array_solar_access": [
				{
					"id": 1,
					"value": "5"
				}
			],
			"img_solar_proposal_rooftop_design": ""
		},
		"customer": {
			"company_id": 0000,
			"office_id": null,
			"creator_id": null,
			"agent_id": 00000,
			"setter_id": null,
			"first_name": "Integrations",
			"last_name": "Test",
			"email": "[email protected]",
			"mobile": "3367070007",
			"secondary_first_name": null,
			"secondary_last_name": null,
			"secondary_mobile": null,
			"secondary_email": null,
			"address": "20422 Beach Blvd",
			"city": "Huntington Beach",
			"state": "CA",
			"zip": "92648",
			"county": "Orange County",
			"lat": "33.66588270",
			"lng": "-117.98813210",
			"timezone": "America/Los_Angeles",
			"details": null,
			"external_id": null,
			"lead_source": "API",
			"meta_data": null,
			"status_id": -1,
			"lead_router_id": null,
			"referral_id": null,
			"deleted_at": null,
			"language": "en_US",
			"unit_number": null,
			"initial_contact": 0,
			"deleted_by": null,
			"fullName": "Integrations Test",
			"id": 0000,
			"created": "2024-08-28T16:56:18+00:00",
			"updated": "2024-10-24T18:39:58+00:00",
			"fullState": "California",
			"fullAddress": "20422 Beach Blvd Huntington Beach, CA 92648",
			"status_name": null,
			"integrations": {
				"Enerflo V2": {
					"EnerfloV2Customer": {
						"integration_record_id": "321cba-cb95-4f6d-b29e-987654abc",
						"record_type": "EnerfloV2Customer",
						"enerflo_id": 0000,
						"last_synced": "2024-10-03T20:02:19+00:00",
						"updated_at": "2024-10-03T20:02:19+00:00",
						"created_at": "2024-10-03T20:02:19+00:00"
					}
				}
			},
			"owner": {
				"first_name": "Enerflo",
				"last_name": "Admin",
				"email": "[email protected]",
				"valid_email": 1,
				"phone": "1111111111",
				"timezone": "America/Denver",
				"is_active": 1,
				"id": 0000,
				"meta": {
					"intercom_id": "123456789",
					"allow_optimus": "1",
					"valid_email_ts": "2024-10-02 23:49:45",
					"has_valid_email": 1
				}
			},
			"company": {
				"company_name": "Enerflo Solar",
				"company_phone": "1111111111",
				"company_address": "W 200 S St",
				"company_city": "Centerfield",
				"company_state": "UT",
				"company_zip": "84622",
				"company_email": "[email protected]",
				"company_timezone": "America/Denver"
			},
			"customer_notes": "",
			"futureAppointments": [],
			"customer_portal_url": "https://enerflo.io/us/123",
			"customer_google_drive_folder": "https://drive.google.com/drive/u/1/folders/123abc",
			"surveys": {
				"Enerflo Solar Optimus/PV Watts Deal": {
					"name": "Enerflo Solar Optimus/PV Watts Deal",
					"type": "sales",
					"id": 0000,
					"install": {
						"id": 00000,
						"status": null,
						"created_at": 4434610,
						"updated_at": 4434610
					}
				}
			},
			"loan_application_details": {
				"lender": "N/A",
				"application_status": "N/A",
				"application_date": "N/A"
			},
			"creator": null
		},
		"progress": 40,
		"files": [],
		"enerflo_url": "https://enerflo.io/survey/menu/123456",
		"solarData": {
			"system_size": 1.825,
			"system_cost": 5775,
			"system_production": 93,
			"system_adder_cost": 0,
			"total_system_cost": 5775,
			"total_base_cost": 5775,
			"panel": {
				"id": 0000,
				"company_id": 0000,
				"name": "Test Module - REMOVE ONCE LIVE",
				"model": "Enphase",
				"manufacturer": "Enphase",
				"width": 980,
				"length": 1250,
				"watts": 365,
				"meta_data": null,
				"solar_degradation": 0.54,
				"spec_sheet_url": null,
				"created_at": "2023-06-16 13:43:27",
				"updated_at": "2023-06-16 13:43:27",
				"all_offices": 0,
				"all_markets": 1,
				"all_dealers": 1,
				"all_lenders": 1,
				"active": 1,
				"price_adder": null,
				"crm_id": null,
				"price_cost": null
			},
			"inverter": {
				"id": 0000,
				"company_id": 0000,
				"name": "Sol-Ark: Sol-Ark-12K-P",
				"model": "Sol-Ark-12K-P",
				"manufacturer": "Sol-Ark",
				"meta_data": null,
				"max_efficiency": 0.96,
				"created_at": "2024-03-20 20:05:05",
				"updated_at": "2024-03-20 20:05:05",
				"is_microinverter": 0,
				"all_offices": 1,
				"all_markets": 1,
				"all_dealers": 0,
				"all_lenders": 1,
				"active": 1,
				"price_adder": null,
				"fixed_cost": "0.00",
				"crm_id": null
			},
			"inverter_count": "5",
			"total_loan_cost": 5775,
			"ppw": 3.16,
			"ppw_net": null,
			"fed_tax_rebate": 1732.5,
			"rebates": [],
			"net_cost": 4042.5,
			"finance_method": "Cash",
			"finance_code": "Cash_0yr_0",
			"finance_details": {
				"apr": 0,
				"term": 0,
				"balance": 5775,
				"termYears": 0,
				"totalinterest": -5775,
				"monthlypayment": 0,
				"monthlypaymentInitial": 0,
				"monthlypaymentAdjusted": 0
			},
			"finance_ppw": null,
			"panel_type": false,
			"down_payment": null,
			"adders": []
		},
		"eventName": "complete_survey"
	}