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Aimsio and BlueFolder Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build project management workflows between Aimsio and BlueFolder on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

Integration guide
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Learn about Aimsio and BlueFolder

Detailed info you need to know about Aimsio and BlueFolder integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Aimsio

    • Project Management
    • 2 triggers
    • 31 searches
    • 17 actions

    Manage job orders, field tickets, employees, timecards, invoices and billable items in Aimsio. [5]

  • BlueFolder

    • Project Management
    • 5 triggers
    • 12 searches
    • 19 actions

    Field service management software for work orders, technicians, customers, and service history. [6]

How to connect Aimsio to BlueFolder

Set up your Aimsio and BlueFolder integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Aimsio and BlueFolder

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Aimsio and BlueFolder nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Aimsio and BlueFolder. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Aimsio and BlueFolder work in WEXTL?

WEXTL exposes actions and triggers for Aimsio and BlueFolder 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.

Aimsio triggersBlueFolder actions

Aimsio modules

  • Create/Update Billable Items Creates a new billable item or updates an existing one.
  • Create/Update Companies Creates a new company or updates an existing one.
  • Create/Update Contacts Creates a new contact or updates an existing one.
  • Create/Update Employees Creates a new employee or updates an existing one.
  • Create/Update Equipment Creates a new equipment or updates an existing one.
  • Create/Update Job Orders Creates a new job order or updates an existing one.
  • Create/Update Locations Creates a new location or updates an existing one.
  • Create/Update Non-recurring Billable Items Creates a new non-recurring billable item or updates an existing one.
  • Create/Update Pricebooks Creates a new pricebook or updates an existing one.
  • Create/Update Users Creates a new user or updates an existing one.
  • Delete Form Data Deletes a form data record.
  • Get Billable Item Retrieves the details of a billable item.
  • Get Binary File Downloads a file stored in Aimsio.
  • Get Company Retrieves the details of a company.
  • Get Contact Retrieves the details of a contact.
  • Get Current Timecard Retrieves the details of a current timecard.
  • Get Employee Retrieves the details of an employee.
  • Get Equipment Retrieves the details of an equipment.
  • Get Field Ticket Retrieves the details of a field ticket.
  • Get Form Data Retrieves the details of a form data.
  • Get Form Data PDF Downloads a form data record as a PDF.
  • Get Invoice Retrieves the details of an invoice.
  • Get Job Order Retrieves the details of a job order.
  • Get Location Retrieves the details of a location.
  • Get Non-recurring Billable Item Retrieves the details of a non-recurring billable item.
  • Get NRB PDF Downloads a non-recurring billable item as a PDF.
  • Get Pricebook Retrieves the details of a pricebook.
  • List Billable Items Returns a list of billable items.
  • List Companies Returns a list of companies.
  • List Contacts Returns a list of contacts.
  • List Current Timecards Returns a list of current timecards.
  • List Employees Returns a list of employees.
  • List Equipment Returns a list of equipment.
  • List Field Tickets Returns a list of field tickets.
  • List Form Data Returns a list of form data.
  • List Invoices Returns a list of invoices.
  • List Job Orders Returns a list of job orders.
  • List Locations Returns a list of locations.
  • List Non-recurring Billable Items Returns a list of non-recurring billable items.
  • List Payroll Period Timecards Returns the timecards of a payroll period.
  • List Payroll Periods Returns a list of payroll periods.
  • List Pricebooks Returns a list of pricebooks.
  • Make an API Call Performs an arbitrary authorized API call to the Aimsio API.
  • Reopen Form Data Reopens a completed form data record.
  • Restore Form Data Restores a deleted form data record.
  • Update Form Data Updates a form data record.
  • Update Invoices Updates the details of an invoice.
  • Update Payroll Period Status Updates the status of a payroll period.
  • Watch Contacts Triggers when contacts are added or changed.
  • Watch Invoices Triggers when invoices are added or changed.

BlueFolder modules

  • Add an Attachment Uploads a file or attaches a link to a contract, customer, equipment item, or service request in BlueFolder.
  • Create a Customer Creates a new customer in BlueFolder, including primary contact and location information.
  • Create a Customer Comment Adds a comment to a customer in BlueFolder.
  • Create a Customer Location Adds a new location for an existing customer in BlueFolder.
  • Create a User Creates a new user in BlueFolder with login, contact, and role configuration.
  • Create an Appointment Creates a new appointment in BlueFolder and optionally assigns it to one or more users.
  • Create Customer Contact Adds a new contact to an existing customer in BlueFolder.
  • Create Service Request Comment Adds a comment to an existing service request in BlueFolder.
  • Delete a Customer Deletes a customer from BlueFolder using their customer ID.
  • Delete a Customer Contact Deletes a contact associated with a customer in BlueFolder.
  • Delete a Customer Location Deletes a location associated with a customer in BlueFolder.
  • Delete an Attachment Deletes an attachment from BlueFolder using its attachment token.
  • Download Attachment Retrieves a secure download link for an attachment in BlueFolder using its attachment token.
  • Get a Contract Retrieves details of a specific contract in BlueFolder.
  • Get a Customer Retrieves details of a specific customer in BlueFolder, including contacts, locations, comments, and equipment.
  • Get a Customer Location Retrieves details of a specific customer location in BlueFolder.
  • Get a User Retrieves details of a specific user in BlueFolder.
  • Get an Appointment Retrieves details of a specific appointment in BlueFolder.
  • Get Customer Contact Retrieves details of a specific customer contact in BlueFolder.
  • List Appointments Retrieves a list of appointments within a specified date range in BlueFolder.
  • List Attachments Retrieves a list of attachments associated with a contract, customer, equipment item, or service request in BlueFolder.
  • List Contracts Retrieves a list of contracts in BlueFolder and optionally filters them by customer or status.
  • List Customer Custom Fields Retrieves the list of custom fields configured for customers in BlueFolder.
  • List Customers Retrieves a list of customers in BlueFolder.
  • List Users Retrieves a list of users from BlueFolder.
  • Make an API Call Performs an arbitrarily authorized API call.
  • Update a Customer Updates the details of an existing customer in BlueFolder.
  • Update a Customer Contact Updates an existing contact for a customer in BlueFolder.
  • Update a User Updates the details of an existing user in BlueFolder.
  • Update an Appointment Updates an existing appointment in BlueFolder.
  • Update Customer Location Updates the details of an existing customer location in BlueFolder.
  • Watch Appointments Triggers when an appointment is changed.
  • Watch Attachments Triggers when attachment changes.
  • Watch Contracts Triggers when contract changes occur.
  • Watch Customers Triggers when a customer change is detected.
  • Watch Users Triggers when user changes are detected.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Aimsio and BlueFolder integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Aimsio and BlueFolder on WEXTL®

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Frequently asked questions

Common questions about connecting Aimsio and BlueFolder.

How do I connect Aimsio and BlueFolder?

Connect your Aimsio and BlueFolder 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]

What can I automate between Aimsio and BlueFolder?

Example: when Aimsio's "Watch Contacts" fires, WEXTL can "Add an Attachment" in BlueFolder. Aimsio has 2 triggers (including Watch Contacts and Watch Invoices); BlueFolder has 31 actions (including Add an Attachment, Create a Customer, and Create a Customer Comment). Add filters and transforms between steps when you need them. [1]

Can Aimsio trigger actions in BlueFolder, and BlueFolder in Aimsio?

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]

Do I need to write code to integrate Aimsio and BlueFolder?

No. Aimsio-to-BlueFolder automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Aimsio integrate with BlueFolder in real time?

Yes. Trigger-based automations start the moment Aimsio (or BlueFolder) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Aimsio + BlueFolder integration?

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.

Do I need a paid plan to connect Aimsio with BlueFolder?

You can build your Aimsio + BlueFolder 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 Aimsio and BlueFolder integration.

  1. Aimsio and BlueFolder integration source code, module specs and credentials implementation.
  2. Our Aimsio and BlueFolder integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Aimsio and BlueFolder — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Aimsio integration information
  6. BlueFolder integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Aimsio and BlueFolder integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Aimsio and BlueFolder, or get started