2Solar and Process Street Integration

2Solar icon
Process Street icon
2Solar
Process Street

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect 2Solar and Process Street to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

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Learn about 2Solar and Process Street

Detailed info you need to know about 2Solar and Process Street integrations in WEXTL. Explore which modules apps support and how you connect them.

2Solar

2Solar icon

Project Management2 searches4 actionsCRM and project platform for sustainable energy installers and solar projects. [5]

Process Street

Process Street icon

Project Management6 triggers60 searches85 actionsRun workflows, checklists, and processes with Process Street. [6]

How to connect 2Solar to Process Street

Set up your 2Solar and Process Street integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between 2Solar and Process Street work in WEXTL?

WEXTL exposes actions and triggers for 2Solar and Process Street 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.

Process Street triggers2Solar actions

Process Street modules
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    Assign User to TaskAssigns a user by email to a task in a workflow run.
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    Assign User to Workflow RunAssigns a user to a workflow run. If the user does not exist in your organization they will be invited as a Guest (Internal).
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    Create CommentCreates a comment on a task within a workflow run.
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    Create Data SetCreates a new data set, optionally with an initial set of fields (columns).
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    Create Data Set Incoming WebhookCreates a new incoming webhook for a data set. An external system POSTs to the returned URL to create/update a row.
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    Create Data Set RecordCreates a new record (row) in a data set.
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    Create File UploadReturns a single-use upload URL and a file upload ID for uploading a file's bytes directly, without sending them through this API.
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    Create FolderCreates a folder in your organization. If no parent is given, the folder is created directly under the organization's Home folder.
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    Create Logic RuleCreates a conditional visibility (Show/Hide) rule on a workflow revision.
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    Create One-Off TaskCreates a standalone task, optionally linked to a workflow run and assigned to one or more users.
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    Create PageCreates a new page in a folder.
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    Create Page RevisionCreates a new draft revision for a page from its current finished revision. Only one draft can exist at a time.
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    Create Page WidgetCreates a new widget (content block) on a page revision. Pages do not support Form Field widgets.
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    Create Scheduled WorkflowCreates a recurring or one-time schedule that automatically starts workflow runs.
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    Create WidgetCreates a new widget (content block or form field) on a task template.
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    Create WorkflowCreates a new workflow with the specified properties.
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    Create Workflow Incoming WebhookCreates a new incoming webhook for a workflow. An external system POSTs to the returned URL to start a workflow run.
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    Create Workflow RevisionCreates a new draft revision for a workflow from its current finished revision. Only one draft can exist at a time.
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    Create Workflow RunCreates a new workflow run for the specified workflow.
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    Create Workflow TaskCreates a new task template on a draft workflow revision.
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    Delete All Form Field FilesDeletes every uploaded file on a File or MultiFile form field.
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    Delete AttachmentDeletes a task-level attachment.
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    Delete CommentDeletes an existing comment.
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    Delete Data SetDeletes a data set and all of its records.
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    Delete Data Set Incoming WebhookDeletes an incoming webhook from a data set.
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    Delete Data Set RecordDeletes a record (row) from a data set. Returns the deleted record.
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    Delete FolderDeletes an empty folder. The folder must contain no subfolders or workflows.
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    Delete Form Field FileDeletes one uploaded file from a File or MultiFile form field, by file ID.
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    Delete Logic RuleDeletes a logic rule from a workflow revision.
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    Delete One-Off TaskDeletes a one-off task.
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    Delete PageDeletes a page.
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    Delete Page RevisionDeletes a draft page revision. Only revisions in Draft status can be deleted.
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    Delete Page WidgetDeletes a widget from a page revision.
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    Delete Scheduled WorkflowDeletes a scheduled workflow.
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    Delete WidgetDeletes a widget from a task template.
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    Delete WorkflowSoft deletes a workflow by its ID.
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    Delete Workflow Incoming WebhookDeletes an incoming webhook from a workflow.
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    Delete Workflow RevisionDeletes a draft workflow revision. Only revisions in Draft status can be deleted.
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    Delete Workflow RunDeletes a workflow run by its ID (soft delete).
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    Delete Workflow TaskDeletes a task template from a draft workflow revision.
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    Duplicate PageCreates a copy of a page, optionally from a specific revision and/or into a different folder.
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    Duplicate WorkflowCreates a new workflow as a copy of the source workflow at a given revision.
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    Get Checklist Due Date RuleRetrieves the rule that computes a workflow run's due date on a workflow revision.
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    Get CommentReturns a comment by its ID.
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    Get Data SetRetrieves a data set by its ID, including its fields (columns).
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    Get Data Set Incoming WebhookRetrieves an incoming webhook for a data set by its ID.
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    Get Data Set RecordRetrieves a data set record by its ID.
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    Get Folder PermissionsReturns the complete list of permissions on a folder, one entry per user or group.
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    Get Logic RuleRetrieves a single logic rule on a workflow revision by ID.
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    Get My Work StatsReturns total, upcoming, and overdue counts of work items assigned to a user, defaulting to the authenticated user.
2Solar modules
  • 2Solar icon
    Add Images to a Request/PersonUploads images for a person or request.
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    Create a Request for a PersonCreates a new request for a person with the details provided.
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    Get a PersonRetrieves a single person.
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    Make an API CallPerforms an arbitrary authorized API call.
  • 2Solar icon
    Search RequestsSearches for requests.
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    Update a RequestUpdates the details of a single request.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with 2Solar and Process Street integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to 2Solar [5]

Alternative integrations to Process Street [6]

Try 2Solar and Process Street on WEXTL®

Claim your 3-day trial to build 2Solar with Process Street integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting 2Solar and Process Street.

References

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

  1. 2Solar and Process Street integration source code, module specs and credentials implementation.
  2. Our 2Solar and Process Street integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for 2Solar and Process Street — 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. 2Solar integration information
  6. Process Street integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

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