2Solar and Simpro Integration

2Solar icon
Simpro icon
2Solar
Simpro

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

Keep 2Solar and Simpro in sync by integrating their events and actions. When project management events happen in 2Solar, update the Simpro automatically - without any line of code in visual workflow builder.

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Learn about 2Solar and Simpro

Detailed info you need to know about 2Solar and Simpro 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]

Simpro

Simpro icon

Project Management1 trigger44 searches56 actionsTrade and field service software for jobs, contacts, and work orders. [6]

How to connect 2Solar to Simpro

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

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

WEXTL exposes actions and triggers for 2Solar and Simpro 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.

Simpro triggers2Solar actions

Simpro modules
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    Watch EventsTriggers when an event occurs.
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    Add Job AttachmentAdds a new attachment (file) to an existing job.
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    Create a Company CustomerCreates a new company customer.
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    Create a ContactCreates a new contact.
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    Create a ContractorCreates a new contractor.
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    Create a Contractor AttachmentCreates a new contractor attachment.
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    Create a Contractor Attachment FolderCreates a new contractor attachment folder.
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    Create a Customer AttachmentCreates a new customer attachment.
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    Create a Customer Attachment FolderCreates a new customer attachment folder.
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    Create a Customer NoteCreates a new customer note.
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    Create a JobCreates a new job.
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    Create a Job Attachment FolderCreates a new job attachment folder.
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    Create a Job Cost CentreCreates a job cost centre.
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    Create a LeadCreates a new lead.
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    Create a Lead AttachmentCreates a new lead attachment.
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    Create a Lead Attachment FolderCreates a new lead attachment folder.
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    Create a Quote AttachmentCreates a new quote attachment.
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    Create a Quote Attachment FolderCreates a new quote attachment folder.
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    Create a SiteCreates a new site.
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    Create a Site AttachmentCreates a new site attachment.
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    Create a Site Attachment FolderCreates a new site attachment folder.
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    Create an Individual CustomerCreates a new individual customer.
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    Create an InvoiceCreates a new invoice.
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    Delete a ContactDeletes a contact by id.
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    Delete a ContractorDeletes a single contractor.
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    Delete a Contractor AttachmentDeletes a contractor attachment.
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    Delete a CustomerDeletes a customer from the company records.
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    Delete a CustomerDeletes an individual customer.
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    Delete a Customer AttachmentDeletes a customer attachment.
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    Delete a Customer NoteDeletes a customer note.
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    Delete a JobDeletes a job by id.
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    Delete a Job AttachmentDeletes a job attachment by id.
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    Delete a Job Cost CentreDeletes a job cost centre.
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    Delete a LeadDeletes a lead by given id.
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    Delete a Lead AttachmentDeletes a lead attachment.
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    Delete a Quote AttachmentDeletes a quote attachment.
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    Delete a SiteDeletes a site by given id.
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    Delete a Site AttachmentDeletes a site attachment.
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    Delete a TaskDeletes a task by id.
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    Delete an InvoiceDeletes an invoice by id.
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    Delete Contact or JobDeletes a contact or job record.
  • Simpro icon
    Get a Company CustomerRetrieves a company customer's details.
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    Get a ContactRetrieves a contact.
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    Get a ContractorRetrieves a single contractor.
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    Get a Contractor AttachmentRetrieves a contractor attachment.
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    Get a Contractor Custom Field ValueRetrieves a custom field value for a contractor.
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    Get a CustomerRetrieves details for a specific company customer.
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    Get a Customer AttachmentRetrieves a customer attachment.
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    Get a Customer Custom Field ValueRetrieves a custom field value for a specific customer.
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    Get a Customer NoteRetrieves details of a customer note.
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.
  • 2Solar icon
    Get a PersonRetrieves a single person.
  • 2Solar icon
    Make an API CallPerforms an arbitrary authorized API call.
  • 2Solar icon
    Search RequestsSearches for requests.
  • 2Solar icon
    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 Simpro 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 Simpro [6]

Try 2Solar and Simpro on WEXTL®

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

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Frequently asked questions

Common questions about connecting 2Solar and Simpro.

References

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

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

Explore 2Solar and Simpro, or get started