STEP 1
Connect 2Solar and Workiz
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 Workiz Integration
Keep 2Solar and Workiz in sync by integrating their events and actions. When project management events happen in 2Solar, update the Workiz automatically - without any line of code in visual workflow builder.
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Learn about 2Solar and Workiz
Detailed info you need to know about 2Solar and Workiz integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect 2Solar to Workiz
Set up your 2Solar and Workiz integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected 2Solar and Workiz 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 Workiz. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between 2Solar and Workiz work in WEXTL?
WEXTL exposes actions and triggers for 2Solar and Workiz 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.
Workiz triggers2Solar actions
Workiz modules
- Assign a User to a JobAssigns an user to an existing job.
- Create a JobCreates a new job.
- Create a LeadCreates a new lead.
- Get a JobRetrieves an existing job by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Lead as ActiveMarks an existing lead as active.
- Mark a Lead as LostMarks an existing lead as lost.
- Search JobsSearches for jobs by specified criteria.
- Search LeadsSearches for leads by specified criteria.
- Unassign an UserUnassigns an user to an existing job.
- Update a JobUpdates an existing job by id.
- Update a LeadUpdates an existing lead by id.
- Watch New JobsWatches for new jobs.
- Watch New LeadsWatches for new leads.
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.
Frequently asked questions
Common questions about connecting 2Solar and Workiz.
Connect your 2Solar and Workiz 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 Workiz's "Watch New Jobs" 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); Workiz has 12 actions (including Assign a User to a Job, Create a Job, and Create a Lead). 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-Workiz 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 Workiz) 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 + Workiz 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 Workiz integration.
- 2Solar and Workiz integration source code, module specs and credentials implementation.
- Our 2Solar and Workiz integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for 2Solar and Workiz — 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
- Workiz integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library