Business Operations and ERPs

Wello Solutions

7min

With Wello Solutions modules in Make, you can manage the tasks, articles, companies, and contacts, and monitor invoice details in your Wello Solutions account.

To use the Wello Solutions modules, you must have a paid Wello Solutions account. You can create an account at wello.solutions. For subscription information, refer to the Wello Solutions Pricing page.

Connect Wello Solutions to Make

To establish the connection, you must:

Obtain your API key in Wello Solutions

To obtain your API key from your Wello Solutions account:

  1. Log in to your Wello Solutions account.
  2. Click Connectors icon.
  3. Click Wello API.

    Wello_Solutions_1.png
    Wello_Solutions_1.png
    
  4. Click Install > + Icon

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  5. Enter the details for API Key. Click Save and Copy.

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You will use this value in the API Key field in Make.

Establish the connection with Wello Solutions in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Wello Solutions module to your , and click Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In the API Key field, enter the API key copied above.
  4. Click Save.
  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more Wello Solutions modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Wello Solutions 

After connecting the app, you can perform the following actions:

Tasks

  • Watch Tasks
  • List Tasks
  • Get a Task
  • Create a Task
  • Update a Task

Articles

  • Watch Articles
  • List Articles
  • Get an Article
  • Create an Article
  • Update an Article

Companies

  • Watch Companies
  • List Companies
  • Get a Company
  • Create a Company
  • Update a Company

Contacts

  • Watch Contacts
  • List Contacts
  • Get a Contact
  • Create a Contact
  • Update a Contact

Other

  • Make an API Call