STEP 1
Connect 2Solar and Planerio
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
2Solar and Planerio Integration
Build project management integration workflows between 2Solar and Planerio applications in 3 simple steps. Pick an action inside 2Solar, then subsequent action inside Planerio, map fields once and automation will run exactly how you set it in visual builder.
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Learn about 2Solar and Planerio
Detailed info you need to know about 2Solar and Planerio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect 2Solar to Planerio
Set up your 2Solar and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected 2Solar and Planerio nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between 2Solar and Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between 2Solar and Planerio work in WEXTL?
WEXTL exposes actions and triggers for 2Solar and Planerio that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
2Solar actionsPlanerio actions
2Solar modules
- Add Images to a Request/PersonUploads images for a person or request.
- Create a Request for a PersonCreates a new request for a person with the details provided.
- Get a PersonRetrieves a single person.
- Make an API CallPerforms an arbitrary authorized API call.
- Search RequestsSearches for requests.
- Update a RequestUpdates the details of a single request.
Planerio modules
- Create a TimestampCreates a clock-in or clock-out event for an employee.
- List AbsencesRetrieves employee absence periods such as vacation or sick leave within a specified date range.
- List BonusesRetrieves manually assigned payroll bonuses for employees for a given month and year, and does not include automatically calculated bonuses.
- List EmployeesRetrieves employee master data, including personal details, shift group assignments, work schedules, and organizational hierarchy.
- List Flexitime BalancesRetrieves flexitime balances for employees over a specified monthly range.
- List ShiftsRetrieves a list of shifts within a specified date range.
- List Staffing AvailabilityRetrieves a list of employees with their availability, working hours, qualifications, and assigned shift groups.
- List Staffing RequirementsRetrieves shift cards representing staffing requirements.
- List TimestampsRetrieves raw clock-in and clock-out events for employees within a specified date range.
- Make an API CallMakes additional API calls to Planerio.
Frequently asked questions
Common questions about connecting 2Solar and Planerio.
Connect your 2Solar and Planerio accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: use 2Solar's "Add Images to a Request/Person" action to perform Planerio's "Create a Timestamp" action. 2Solar has 6 actions (including Add Images to a Request/Person, Create a Request for a Person, and Get a Person); Planerio has 10 actions (including Create a Timestamp, List Absences, and List Bonuses). Add filters and transforms between steps when you need them. [1]
Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]
No. 2Solar-to-Planerio automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment 2Solar (or Planerio) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your 2Solar + Planerio automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the 2Solar and Planerio integration.
- 2Solar and Planerio integration source code, module specs and credentials implementation.
- Our 2Solar and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for 2Solar and Planerio — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- 2Solar integration information
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library