Integration

    Aurora Solar and Volty

    Solar installers on Aurora Solar let Volty answer homeowners about the panels, size and battery option in their proposal, and flag proposals that have gone unsigned.

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    Updated

    21 panels and a battery

    Daniel has his proposal and questions. Volty reads the Okafor design in Aurora.

    DO

    Daniel Okafor

    WhatsApp · Homeowner

    Hi, got the proposal. How many panels is it and does it include the battery?
    Checked Aurora SolarOkafor residence · 8.4 kW · 21 panels · Battery option B
    VoltyHi Daniel, the design is 21 panels for an 8.4 kW system. Option A is panels only at $24,150. Option B adds a battery at $36,900. Would you like Sofia to walk you through both?
    Yes please, tomorrow evening

    Aurora Solar project

    Okafor residence

    Proposal sent
    System
    8.4 kW · 21 panels
    Option A
    $24,150
    Option B
    $36,900 with battery
    Designer
    Sofia Marino

    Project, design and proposal fields, by Aurora API key

    What Volty does with Aurora Solar

    Aurora Solar is design and proposal software solar installers use to model a roof, size a system and send a proposal. Volty reads the design and proposal on a homeowner's Aurora project, so questions about panel count, system size or the battery option get a reply the same evening. Sales managers ask Volty which proposals have not been signed.

    • System answers

      Panel count, kW and options A and B, read from the design.

    • Unsigned proposals

      Sales hears which homeowners have gone quiet.

    • Quote requests captured

      An address and a power bill become a draft Aurora project.

    • Restricted keys

      Aurora's restricted keys can limit Volty to projects with a tag.

    A large crew in hard hats and safety vests framing a new house beside stacks of lumber and a cement mixer.
    Panel count and kW read off the design itself.

    Still unsigned from last week

    Tom wants the open proposals. Volty checks each one sent October 26 to 30.

    Sales team

    Volty · Team chat

    T

    Tom

    Which proposals from last week are still unsigned?

    Checked Aurora Solar6 proposals sent Oct 26 to 30 · 4 signed · 2 open

    VoltyAPP

    Two are still open: the Whitaker residence, sent Monday, and the Alvarez residence, sent Wednesday. The other four are signed.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Quote request to design queue

    1. When

      A homeowner asks

      Sends an address and bill

    2. Step 1

      Checks the details

      Roof address, monthly usage

    3. Step 2

      Drafts the project

      A coordinator approves

    4. Step 3

      Lets design know

      Who picks it up next

    Two men smiling over plans spread on a car hood outside a house, one in a safety vest holding a clipboard.
    Address and utility bill from WhatsApp, ready for the design team.

    How Volty connects to Aurora Solar

    Aurora has a REST API with bearer tokens, a sandbox and webhooks for events such as project status changes and viewed web proposals. A tenant admin creates the API token, and the Volty team sets Volty up with it as a custom connection.

    1. 01

      Create a token on API Tokens

      A tenant admin creates it in Aurora. Choose a restricted key to scope Volty to projects with a tag.

    2. 02

      Try it in sandbox first

      Aurora issues sandbox and production keys separately, so the setup is tested before live projects.

    3. 03

      Approve Volty's use

      An admin in Volty approves it once.

    4. 04

      Switch tools on

      Reading the design can be On. Creating projects starts Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find projectReads
    • Read design and system sizeReads
    • Read proposal statusReads
    • Create projectChanges

    Reading tools can be turned on straight away. Anything that changes Aurora Solar starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can we limit Volty to some Aurora Solar projects?

    Yes. Aurora's API has standard keys, one per tenant, and restricted keys scoped to projects by tag. A tenant admin creates either on the API Tokens screen. With a restricted key, Volty only reads projects carrying the tag you choose, such as residential sales.

    Does Volty read the price on an Aurora proposal?

    If you agree to share proposals, yes. In the example Volty gives the cash price for each option. You can keep pricing out, and Volty will send the homeowner to their designer for numbers.

    Can Volty notice when a homeowner opens their proposal?

    Aurora sends webhooks for events including a viewed web proposal and an agreement status change. Our team can set Volty up to receive the ones you want, for example to tell a rep in team chat when a proposal is opened.

    How much does it cost to connect Aurora Solar with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

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