2 Solar by Codex Solutions International

sollit/2solar is a workflow and business management platform for sustainable energy installers, streamlining processes from lead to maintenance integration with make com enables automation across sales, project management, and service, improving operational efficiency for solar businesses this is ai generated content based on official 2 solar documentation the content may contain mistakes please verify important information if you have questions, contact 2 solar support directly how to get support on 2 solar 2 solar is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=2%20solar\&app slug=2 solar community\&app unique id=solar ykmcgw requirements to use the 2 solar app in make, you must have an active account and an api key, create your account on 2 solar app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect 2 solar and {{product name}} to get started, you must first create a connection between 2 solar and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api keys oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section register a new application configure the application by specifying the required scopes for your integration retrieve the generated client id and client secret api keys instructions you need to retrieve your api key from your sollit account login to your sollit platform using your credentials navigate to the api section or api keys management area in your account settings locate your existing api key or generate a new one if required copy the api key for use in your integration some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=2%20solar\&app slug=2 solar community\&app unique id=solar ykmcgw create the connection in {{product name}} log in in your make account , add the 2 solar module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your 2 solar or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page 2 solar modules after connecting to the 2 solar app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a person adds a new person to your system by creating a record with the details you provide, such as their name, contact information, and other relevant data search a person retrieve information about a specific person or all persons from your account update a person updates the details of an existing person, allowing you to modify their information such as name, contact details, or other personal data templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} 2 solar resources you can have access to more resources related to this app on the following links 2 solar topics on make community 2 solar website 2 solar documentation 2 solar api documentation 2 solar page on make