Enerflo 1.0 Event Definitions

Event Label	Event Name	Description of Trigger	Who will receive this Webhook Event? (Sale Org, EPC Installer, or Both)	Data Dictionary Links
New Customer	`new_customer`	The first step in the Enerflo flow starts with a new customer/lead.	Sales Org	New Customer Example
Update Customer	`update_customer`	If more information is added or changed to an existing customer/lead in Enerflo.	Sales Org	Update Customer Example
New Install	`new_install`	Installs happen after an agreement is signed by the customer/lead. See this guide for more info.	Both	New Install Example
Submit Install	`submit_install`	Triggered after the agreement is signed, and they have the standard next steps page when they push the submit button.	Both
Update Install	`update_install`	If more information is added or changed to an existing install for a customer/lead in Enerflo.	Both	Update Install Example
Restore Install	`restore_install`	After the install is completed, the contract can be made void and recreated for a customer/lead.	Both
New Install Note	`new_install_note`	When a new note is created for an install project. Be mindful of the distinction between this event and the `new_note` event.	Both	New Install Note Example
Signed Change Order	`signed_change_order`	After the install is completed, updates to the system can be made for a customer/lead.	Both	Signed Change Order Example
New Appointment	`new_appointment`	After a customer/lead has been created, an appointment can be made in Enerflo throughout the flow.	Sales Org	New Appointment Example
Update Appointment	`update_appointment`	If more information is added or changed to an existing appointment for a customer/lead in Enerflo.	Sales Org	Update Appointment Example
Confirm Appointment	`confirm_appointment`	When an appointment is confirmed by the customer/lead.	Sales Org
Delete Appointment	`delete_appointment`	When an appointment is cancelled by a partner.	Sales Org
New Survey	`new_survey`	After a customer/lead is created, a survey/deal can be made in Enerflo.	Sales Org
Update Survey	`update_survey`	If more information is added or changed to an existing survey/deal for a customer/lead in Enerflo.	Both
Site Survey Complete	`site_survey_complete`	After an agreement is created, a site survey can be completed before or after the customer/lead signs the agreement.	Sales Org	Site Survey Complete Example
New Survey File	`new_survey_file`	After a survey/deal has been created for a customer/lead new files can be added to said survey/deal.	Both
New Proposal	`new_proposal`	Once a design is completed, a proposal is made for a customer/lead in Enerflo.	Sales Org	New Proposal Example
Update Proposal	`update_proposal`	If significant data is added or changed to an existing survey/deal for a customer/lead in Enerflo and the view proposal button has been clicked.	Sales Org	Update Proposal Example
New Note	`new_note`	When a new note is created for a customer. Be mindful of the distinction between this event and the `new_install_note` event.	Sales Org	New Customer Note Example
Update Note	`update_note`	If more information is added or changed to an existing note for a customer/lead in Enerflo.	Sales Org
New Design Request	`new_design_request`	After a survey/deal has been created, a design request can be made for a customer/lead in Enerflo.	Both
Updated Design Request	`updated_design_request`	If more information is added or changed to an existing design request for a customer/lead in Enerflo.	Both
New Agreement	`new_agreement`	After a proposal has been created, an agreement can be made for a customer/lead in Enerflo.	Sales Org
Update Agreement	`update_agreement`	If more information is added or changed to an existing agreement for a customer/lead in Enerflo.	Sales Org	Update Agreement Example
Signed Agreement	`signed_agreement`	This event is emitted after all parties involved in the agreement signing process have successfully signed the document. This includes the primary signer and any designated secondary signers.	Sales Org	Signed Agreement Example
Delete Agreement	`delete_agreement`	If information is incorrect or not to the customer/lead's approval an existing agreement can be deleted in Enerflo.	Sales Org
Project Milestone Created	`project_milestone_created`	After an agreement is signed and an install has been created multiple milestones can be made to show the customer/lead the progress of an install.	Both	Project Milestone Created Example
Project Milestone Updated	`project_milestone_updated`	If more information is added or changed to an existing milestone for a customer/lead in Enerflo.	Both	Project Milestone Updated Example
Contract Processed	`contract_processed`	There is an optional admin setting to enable Processed by Admin. When set, admins have a manual step that is completed by an admin after an agreement is signed. This event occurs when the admin clicks the "Contract Processed" button indicating this requirement has been satisfied. The `contract_processed` event triggers when that button is clicked.	EPC
Update Lender Application	`update_lender_application`	If more information is added or changed to an existing lender application. This step happens after a proposal has been created for a customer/lead. This event only triggers for Integrated lenders.	Sales Org
CallPilot Welcome Call Completed	`callpilot_welcome_call_completed`	Triggered when a welcome call is completed in CallPilot.	Both