Enerflo
Sales and installation workflow platform for residential solar companies.
- Category
- CRM & Sales
- Type
- Industry CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Enerflo API docs
02Data
What you can sync.
- Customers
- Deals
- Proposals
- Installs
- Users
Join Enerflo customers with billing, support and product usage to see each account in full.
Need more? Name any other Enerflo data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Enerflo uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Enerflo if you need help.
04How it works
How it works in DataMind.
-
Pick Enerflo.
Open Lake, pick Enerflo in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Enerflo API docs.
-
Answer a few questions.
The AI reads the Enerflo documentation, then asks which credentials you will use, which data to sync (for example customers and deals), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Enerflo data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
