Wello Solutions
Modified on Tue, 13 Aug at 9:42 AM
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.
To establish the connection, you must:
To obtain your API key from your Wello Solutions account:
Log in to your Wello Solutions account.
Click Connectors (
).Click Wello API.
Click Install > + Icon
Enter the details for API Key. Click Save and Copy.
Name
Enter a name for your API key.
User Name
Enter your Wello Solutions username.
Password
Enter your Wello Solutions password.
Key
This field auto-populates when you enter the above details.
You will use this value in the API Key field in Make.
To establish the connection in Make:
Log in to your Make account, add a Wello Solutions module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied above.
Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Wello Solutions modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions:
Watch Tasks
List Tasks
Get a Task
Create a Task
Update a Task
Watch Articles
List Articles
Get an Article
Create an Article
Update an Article
Watch Companies
List Companies
Get a Company
Create a Company
Update a Company
Watch Contacts
List Contacts
Get a Contact
Create a Contact
Update a Contact
Make an API Call
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