New Proposal Example
This webhook triggers when a Proposal is created and captures various details about the survey, the customer, and the system being installed.
| Value Name | Description | Value Type |
|---|---|---|
id | Unique ID for the proposal | integer |
survey | Contains detailed information about the survey and associated metadata. Here is a detailed description of each key-value pair within the object. | object |
solarData | An 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 |
eventName | Name of the event, in this case, "new_proposal". | string |
"body": {
"id": 00000,
"survey": {
"id": 0000,
"customer_id": 000000,
"company_id": 0000,
"epc_company_id": 0000,
"survey_type_id": 000,
"survey_type_name": "Enerflo Solar Optimus/PV Watts Deal",
"survey_hash": "123abc-9398-4b4d-8adc-789456",
"agent_name": "Enerflo Admin",
"agent_email": "[email protected]",
"assigned_to": {
"first_name": "Enerflo",
"last_name": "Admin",
"email": "[email protected]",
"valid_email": 1,
"phone": "1111111111",
"timezone": "America/Denver",
"is_active": 1,
"id": 66219,
"meta": {
"intercom_id": "123456789",
"allow_optimus": "1",
"valid_email_ts": "2024-10-02 23:49:45",
"has_valid_email": 1
}
},
"integrations": [],
"last_updated_section_id": 0000,
"completed_by_name": "Enerflo Admin",
"completed_by_email": "[email protected]",
"user_completed_by_id": "0000",
"user_completed_by_name": "Enerflo Admin",
"user_completed_by_email": "[email protected]",
"last_updated_by_id": 0000,
"last_updated_by_name": "Enerflo Test",
"last_updated_by_email": "[email protected]",
"created_at": "2023-06-16T20:24:01+00:00",
"updated_at": "2024-10-24T19:45:27+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",
"utility_other": "Enerflo City",
"bill_avg_power": "100",
"customer_notes": "",
"have_utility_bill": "0",
"solar_ds_priority": "In Home",
"solar_system_size": "",
"solar_design_notes": "",
"solar_rooftop_type": "asphalt",
"mobile_modular_home": "0",
"solar_mounting_type": "Roof",
"solar_pr_ppw_target": "3",
"credit_score_select2": "Above 680",
"solar_decisionmakers": "1",
"solar_roof_condition": "Good",
"customer_utility_list": "293",
"solar_data_panel_count": "26",
"shading_concerns_toggle": "0",
"solar_design_array_tilt": [
{
"id": 1,
"value": "15"
}
],
"income_pre_qualification": "1",
"solar_pr_proposal_offset": "100",
"solar_data_inverter_count": "25",
"solar_data_production_apr": "1000",
"solar_data_production_aug": "1000",
"solar_data_production_dec": "1000",
"solar_data_production_feb": "1000",
"solar_data_production_jan": "1000",
"solar_data_production_jul": "1000",
"solar_data_production_jun": "1000",
"solar_data_production_mar": "1000",
"solar_data_production_may": "1000",
"solar_data_production_nov": "1000",
"solar_data_production_oct": "1000",
"solar_data_production_sep": "1000",
"homeowner_prequalification": "1",
"solar_data_consumption_apr": "1000",
"solar_data_consumption_aug": "1000",
"solar_data_consumption_dec": "1000",
"solar_data_consumption_feb": "1000",
"solar_data_consumption_jan": "1000",
"solar_data_consumption_jul": "1000",
"solar_data_consumption_jun": "1000",
"solar_data_consumption_mar": "1000",
"solar_data_consumption_may": "1000",
"solar_data_consumption_nov": "1000",
"solar_data_consumption_oct": "1000",
"solar_data_consumption_sep": "1000",
"solar_design_array_azimuth": [
{
"id": 1,
"value": "180"
}
],
"solar_avg_monthly_usage_any": "1",
"solar_avg_monthly_usage_type": "0",
"solar_data_system_production": "12000",
"selected_monthly_usage_number": "1000",
"solar_data_system_consumption": "12000",
"solar_design_array_count_drop": "1",
"solar_design_array_panel_count": [
{
"id": 1,
"value": "20"
}
],
"solar_design_array_solar_access": [
{
"id": 1,
"value": "98"
}
],
"img_solar_proposal_rooftop_design": "",
"design_request_monthly_usage_months": "1"
},
"customer": {
"company_id": 0000,
"office_id": 0000,
"creator_id": 0000,
"agent_id": 0000,
"setter_id": null,
"first_name": "Enerflo",
"last_name": "Test",
"email": "[email protected]",
"mobile": "1111111111",
"secondary_first_name": null,
"secondary_last_name": null,
"secondary_mobile": "",
"secondary_email": null,
"address": "80 S Main St",
"city": "Cityville",
"state": "UT",
"zip": "84622",
"county": "Enerflo County",
"lat": "00.0000000",
"lng": "-000.00000000",
"timezone": "America/Denver",
"details": null,
"external_id": null,
"lead_source": "Referral",
"meta_data": {
"nem_signer": {
"email": "[email protected]",
"mobile": "1111111111",
"last_name": "Test",
"first_name": "Enerflo"
},
"mailing_zip": "84622",
"mailing_city": "Cityville",
"nem_override": null,
"gmapsOverride": 1,
"mailing_state": "UT",
"has_valid_email": 1,
"mailing_address": "80 S Main St",
"location_confirmed": true,
"primary_sms_supported": 0,
"invalidEmailNotificationSent": 0
},
"status_id": -1,
"lead_router_id": null,
"referral_id": null,
"deleted_at": null,
"language": "en_US",
"unit_number": null,
"initial_contact": 1,
"deleted_by": null,
"fullName": "Enerflo Test",
"id": 00000,
"created": "2023-06-16T20:24:01+00:00",
"updated": "2024-10-24T19:47:53+00:00",
"fullState": "Utah",
"fullAddress": "80 S Main St Cityville, UT 84622",
"status_name": null,
"created_by_name": "Enerflo Admin",
"created_by_email": "[email protected]",
"created_by_phone": "(111) 111-1111",
"creator": {
"first_name": "Enerflo",
"last_name": "Admin",
"email": "[email protected]",
"phone": "0000000000",
"timezone": "America/New_York",
"id": 0000
},
"integrations": {
"Enerflo V2": {
"EnerfloV2Customer": {
"integration_record_id": "0123456-b349-4e8e-86e2-987654321",
"record_type": "EnerfloV2Customer",
"enerflo_id": 000000,
"last_synced": "2024-10-24T19:46:12+00:00",
"updated_at": "2024-10-24T19:46:12+00:00",
"created_at": "2024-10-24T19:46:12+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": "0123456789",
"allow_optimus": "1",
"valid_email_ts": "2024-10-02 23:49:45",
"has_valid_email": 1
}
},
"office": {
"office_name": "Enerflo Solar - HQ",
"office_id": 0000,
"office_city": "Cityville",
"office_address": "",
"office_zip": "84622",
"office_tz": "",
"office_state": "UT",
"sms_number": ""
},
"company": {
"company_name": "Enerflo Solar",
"company_phone": "1111111111",
"company_address": "W 200 S St",
"company_city": "Cityville",
"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/321",
"surveys": {
"Enerflo Solar Optimus/PV Watts Deal": {
"name": "Enerflo Solar Optimus/PV Watts Deal",
"type": "sales",
"id": 0000
},
"Enerflo Solar - Optimus V2 Deal": {
"name": "Enerflo Solar - Optimus V2 Deal",
"type": "sales",
"id": 0000
}
},
"loan_application_details": {
"lender": "N/A",
"application_status": "N/A",
"application_date": "N/A"
}
},
"progress": 60,
"files": [],
"enerflo_url": "https://enerflo.io/survey/menu/123",
"solarData": {
"system_size": 7.3,
"system_cost": 22200,
"system_production": 11876,
"system_adder_cost": 0,
"total_system_cost": 22200,
"total_base_cost": 22200,
"panel": {
"id": 000,
"company_id": 000,
"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": 000,
"company_id": 000,
"name": "Test Inverter - REMOVE ONCE LIVE",
"model": "Enphase",
"manufacturer": "Enphase",
"meta_data": null,
"max_efficiency": 0.98,
"created_at": "2023-06-16 13:43:27",
"updated_at": "2023-06-16 13:43:27",
"is_microinverter": 0,
"all_offices": 0,
"all_markets": 1,
"all_dealers": 1,
"all_lenders": 1,
"active": 1,
"price_adder": null,
"fixed_cost": "0.00",
"crm_id": null
},
"inverter_count": "25",
"total_loan_cost": 22200,
"ppw": 3.04,
"ppw_net": 2.13,
"fed_tax_rebate": 6660,
"rebates": [],
"net_cost": 15540,
"finance_method": "Cash",
"finance_code": "Cash_0yr_0",
"finance_details": {
"apr": 0,
"term": 0,
"balance": 22200,
"termYears": 0,
"totalinterest": -22200,
"monthlypayment": 0,
"monthlypaymentInitial": 0,
"monthlypaymentAdjusted": 0
},
"finance_ppw": 2.13,
"panel_type": false,
"down_payment": null,
"adders": []
}
},
"solarData": {
"system_size": 7.3,
"system_cost": 22200,
"system_adder_cost": 0,
"total_system_cost": 22200,
"total_loan_cost": 22200,
"ppw": 3.04,
"ppw_net": 2.13,
"fed_tax_rebate": 6660,
"rebates": [],
"net_cost": 15540,
"finance_method": "Cash",
"finance_code": "Cash_0yr_0",
"finance_details": {
"apr": 0,
"term": 0,
"balance": 22200,
"termYears": 0,
"totalinterest": -22200,
"monthlypayment": 0,
"monthlypaymentInitial": 0,
"monthlypaymentAdjusted": 0
},
"finance_ppw": 2.13,
"panel_type": false,
"down_payment": null,
"adders": []
},
"eventName": "new_proposal"
}
Updated about 2 months ago