How do customers sync from Sunbase?

Sunbase sends customer webhooks to your Niche endpoint. Each customer upserts into Contacts with `source: sunbase`, external links, namespaced tags, and custom fields for appointment comments.

What if a webhook is missed?

A nightly reconciliation job polls yesterday's updated customers for your schema and runs the same pipeline — idempotent, so duplicates are safe.

Can Voice AI book appointments during a call?

Yes. The AI fetches live slots, offers them verbally, confirms the homeowner's choice, and books via Sunbase's scheduling API — including Vapi-protected internal routes for phone agents.

Does Niche support self-service booking?

Yes. Branded booking links show live Sunbase availability, handle showroom vs. in-home flows, and send SMS confirmations with co-homeowner and utility-bill reminders.

What gets written back after a call?

Workflows can append notes to the Sunbase customer record via `update_sunbase_notes`. Dispositions, transcript summaries, and booking details land where your reps already work.

Do Niche solar calculators sync to Sunbase?

Yes. White-label quote calculators post new customers to your Sunbase schema on submit — tagged niche-calculator-solup with structured quote details in comments. Live reference: https://solup.nicheandleads.com/.

All integrations

CRM

Every solar lead. Synced. Booked. Noted.

Niche connects to Sunbase — the solar industry's CRM — to sync customers live, book consultations against real slots, route by territory, and push call notes back after every conversation.

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What syncs, and when

No CSVs. No nightly cron.

Live, bidirectional, idempotent. Niche reads what it needs from Sunbase and writes back at the right moment in the conversation.

What

Direction

When

Customers + contact fields In Webhook + nightly reconcile
Lead status, source, territory tags In On every customer update
Appointment slots In Per call / per booking link
Consultation bookings Out Mid-call or self-service
Call + activity notes Out Workflow action
Calculator quote requests In On form submit
DNC flag Both Live

What it actually does

Five things only happen when Niche talks to Sunbase.

Solar quote calculator → Sunbase

Niche-built white-label calculators (e.g. Sol-Up at solup.nicheandleads.com) create Sunbase customers on submit with lead source niche-calculator-solup — system size, financing, savings, and adders in the customer comments.

Webhook + reconciliation sync

Customers arrive via Sunbase webhooks the moment they're created or updated. A nightly job reconciles yesterday's changes so nothing slips through if a webhook is missed.

Namespaced tag mapping

Sunbase fields like leadStatus, leadSource, territory, and apptStatus become searchable tags — `sunbase:leadSource:Solar`, `sunbase:leadStatus:EC_in_progress` — ready for workflow triggers.

Territory-based routing

Map Sunbase territory UUIDs to your Niche businesses. Multi-market installers keep one inbound number; each lead lands in the right office queue automatically.

Live slot booking

Niche fetches Sunbase availability via the scheduling API, narrates 2-hour in-home windows or showroom slots to callers, and books via `update_post.jsp` — confirmed before hang-up.

Self-service booking pages

Public `/book/:token` pages read the same Sunbase slots. Homeowners choose consultation type, pick a time, and receive SMS confirmation with your prep instructions.

Bidirectional notes

The `update_sunbase_notes` workflow action appends structured notes to the linked Sunbase customer — call summaries, dispositions, and appointment details included.

Setup

Live in 40 minutes.

Step 01
Configure the integration

Add your Sunbase schema, territory UUID map, and webhook token. Niche provisions a dedicated webhook URL per tenant.
Step 02
Map territories

Assign each Sunbase territory UUID to the Niche business that owns that market. Set fallbacks for leads without a territory match.
Step 03
Enable scheduling

Point campaigns and voice agents at `appointmentConfig.provider: sunbase`. Pick showroom vs. in-home consultation types.
Step 04
Wire workflows

Add `update_sunbase_notes` after calls, and tag-triggered outreach for statuses like EC in progress. Go live — sync starts immediately.

Popular with

Shops on Sunbase that run on Niche.

Solar

Solar leads don't wait — the first company to answer wins the site visit. Niche picks up in under a second, qualifies roof + bill + co-homeowner, and books the consultation in Sunbase — showroom or in-home, 2-hour window and all.

FAQ

Questions people on Sunbase ask.

How do customers sync from Sunbase?

Sunbase sends customer webhooks to your Niche endpoint. Each customer upserts into Contacts with `source: sunbase`, external links, namespaced tags, and custom fields for appointment comments.
What if a webhook is missed?

A nightly reconciliation job polls yesterday's updated customers for your schema and runs the same pipeline — idempotent, so duplicates are safe.
Can Voice AI book appointments during a call?

Yes. The AI fetches live slots, offers them verbally, confirms the homeowner's choice, and books via Sunbase's scheduling API — including Vapi-protected internal routes for phone agents.
Does Niche support self-service booking?

Yes. Branded booking links show live Sunbase availability, handle showroom vs. in-home flows, and send SMS confirmations with co-homeowner and utility-bill reminders.
What gets written back after a call?

Workflows can append notes to the Sunbase customer record via `update_sunbase_notes`. Dispositions, transcript summaries, and booking details land where your reps already work.
Do Niche solar calculators sync to Sunbase?

Yes. White-label quote calculators post new customers to your Sunbase schema on submit — tagged niche-calculator-solup with structured quote details in comments. Live reference: https://solup.nicheandleads.com/.