Wello Solutions

With Wello Solutions modules in Boost.space Integrator, 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 Boost.space Integrator

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 (61f2745238dee.png).

  3. Click Wello API.

    Wello_Solutions_1.png
  4. Click Install > + Icon

    Wello_Solutions_2.png
  5. Enter the details for API Key. Click Save and Copy.

    61f274568ccab.png

    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 Boost.space Integrator.

Establish the connection with Wello Solutions in Boost.space Integrator

To establish the connection in Boost.space Integrator:

  1. Log in to your Boost.space Integrator account, add a Wello Solutions module to your scenario, 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 scenario and add more Wello Solutions modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Wello Solutions Scenarios

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