STEP 1
Connect 2Solar and Simplicate
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 Simplicate Integration
Keep 2Solar and Simplicate in sync by integrating their events and actions. When project management events happen in 2Solar, update the Simplicate automatically - without any line of code in visual workflow builder.
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Learn about 2Solar and Simplicate
Detailed info you need to know about 2Solar and Simplicate integrations in WEXTL. Explore which modules apps support and how you connect them.
Simplicate
Unified CRM, projects, HR, and invoicing for professional services teams. [6]
How to connect 2Solar to Simplicate
Set up your 2Solar and Simplicate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected 2Solar and Simplicate 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 Simplicate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between 2Solar and Simplicate work in WEXTL?
WEXTL exposes actions and triggers for 2Solar and Simplicate 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.
Simplicate triggers2Solar actions
Simplicate modules
- Convert to ProjectShows if the provided sale ID can be converted to a project.
- Create a CRM PersonAdds a new person to the CRM.
- Create a DocumentCreates a document in the CRM system.
- Create a DocumentCreates a new document.
- Create a LeaveAdds a new leave entity in the HRM system.
- Create a Leave EntityAdds a new leave entity to the HRM system.
- Create a ProjectCreates a new project.
- Create a Sales DocumentCreates a sales document.
- Create a Sales QuoteCreates a sales quote template.
- Create an AbsenceAdds a new absence entity in the HRM system.
- Create an EmployeeAdds a new employee to the HRM system.
- Create an External DocumentAdds a new external document.
- Create an InvoiceAdds a new invoice.
- Create an Invoice DocumentCreates an invoice document.
- Create an Invoice PaymentCreates a new payment for an invoice.
- Delete a Contact PersonDeletes the contact person for a given ID.
- Delete a CRM PersonDeletes a person for the given ID.
- Delete a DocumentDeletes a document with the given ID.
- Delete a ProjectDeletes the project with the given ID.
- Delete a Sales DocumentDeletes a sales document with the given ID.
- Delete a Sales QuoteDeletes a sales quote template with the given ID.
- Delete an External DocumentDeletes an external document by a given ID.
- Delete an HRM AbsenceDeletes the absence for the given ID.
- Delete an InvoiceDeletes an invoice with a given ID.
- Delete an Invoice DocumentDeletes the document with the given ID.
- Delete CRM DocumentDeletes the document with the given ID.
- Get a Contact PersonFetches a single contact person by ID.
- Get a CRM DocumentFetches a single document from the CRM using its ID.
- Get a CRM PersonRetrieves a single person by ID from the CRM.
- Get a DocumentFetches a single document by ID.
- Get a Document DownloadRetrieves a single download by document ID.
- Get a Document TypeFetches a single document type by a given ID.
- Get a ProjectFetches a single project by ID.
- Get a Sales DocumentGets a single sales document by ID.
- Get a Sales QuoteFetches a single sales quote template by ID.
- Get an External DocumentFetches an external document using the given ID.
- Get an HRM AbsenceFetches a single absence by its ID.
- Get an HRM EmployeeFetches a single employee by ID.
- Get an InvoiceFetches a single invoice by ID.
- Get an Invoice DocumentFetches a single invoice document by its ID.
- Get an Invoice PaymentFetches a single payment by ID.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Contact PersonsFetches all contact persons.
- Search CRM DocumentsFetches all available documents for the CRM.
- Search CRM PersonsFetches all persons from the CRM.
- Search Document TypesFetches all document types.
- Search DocumentsFetches all documents.
- Search EmployeesFetches all employees.
- Search External DocumentsFetches all external documents.
- Search HRM AbsencesFetches all absences for employees.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with 2Solar and Simplicate integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting 2Solar and Simplicate.
Connect your 2Solar and Simplicate accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Simplicate's "Watch Contact Persons" fires, WEXTL can "Add Images to a Request/Person" in 2Solar. 2Solar has 6 actions (including Add Images to a Request/Person, Create a Request for a Person, and Get a Person); Simplicate has 70 actions (including Convert to Project, Create a CRM Person, and Create a Document). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. 2Solar-to-Simplicate 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 Simplicate) 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 + Simplicate 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 Simplicate integration.
- 2Solar and Simplicate integration source code, module specs and credentials implementation.
- Our 2Solar and Simplicate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for 2Solar and Simplicate — 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
- Simplicate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library