2Solar icon

2Solar Integration

CRM and project platform for sustainable energy installers and solar projects. Sync 2Solar tasks, statuses, and assignees with chat, CRM, and documentation tools. When Get a Person fires, automatically continue with Search Requests or Add Images to a Request/Person.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for 2Solar integration

Triggers can detect changes in 2Solar and run actions that can create, search or modify data inside 2Solar automatically [3] — exactly how you set them.

  • 2Solar icon
    Get a PersonRetrieves a single person.
  • 2Solar icon
    Search RequestsSearches for requests.
  • 2Solar icon
    Add Images to a Request/PersonUploads images for a person or request.
  • 2Solar icon
    Create a Request for a PersonCreates a new request for a person with the details provided.
  • 2Solar icon
    Make an API CallPerforms an arbitrary authorized API call.
  • 2Solar icon
    Update a RequestUpdates the details of a single request.

How to integrate 2Solar in automation workflow?

3 simple steps to make your 2Solar connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How 2Solar connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever 2Solar app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that 2Solar supports.

The following table illustrates what fields 2Solar integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how 2Solar is connected in WEXTL builder.

Video slide demonstrates how 2Solar is connected in WEXTL builder [4].

FieldTypeHelp
API KeyRequired
password

You can get your (Sollit) API Key from Account -> API Settings.

Connect 2Solar to popular apps on WEXTL

Enter a name of the other app you want to sync with 2Solar below. Click on selected app to explore integration options with 2Solar. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with 2Solar integration

Select Search Requests action from 2Solar - this will be a starting point in your automation. Whenever event happens in 2Solar, workflow will start [7] from Search Requests node.

Search for Add Images to a Request/Person, connect it as the next step of integration sequence. You can use filters between Search Requests and Add Images to a Request/Person, so only important data pass from Search Requests to the next step. WEXTL gives you full control over the process of 2Solar automation. All parts of workflow are visible on the canvas [4].

2Solar on WEXTL has 6 modules for building project management automations. Explore 2Solar documentation for more.

Video slide demonstrates how Search Requests and Add Images to a Request/Person nodes are used in 2Solar workflow.

Video slide demonstrates how Search Requests and Add Images to a Request/Person [6] nodes are used in 2Solar workflow.

Frequently asked questions

Common questions about automating 2Solar in your workflows.

Try 2Solar on WEXTL®

Claim your 3-day trial to build 2Solar integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the 2Solar integration.

  1. 2Solar integration source code, module specs and credentials implementation.
  2. Internal 2Solar integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official 2Solar vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® 2Solar App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation