STEP 1
Select BlueFolder in workflow
Pick BlueFolder app in the workflow builder [4] - just one click to select the app.
BlueFolder Integration
Field service management software for work orders, technicians, customers, and service history. Connect BlueFolder project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch Appointments, then use Get a Contract or Get a Customer to move work forward.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for BlueFolder integration
Triggers can detect changes in BlueFolder and run actions that can create, search or modify data inside BlueFolder automatically [3] — exactly how you set them.
- Watch AppointmentsTriggers when an appointment is changed.
- Watch AttachmentsTriggers when attachment changes.
- Watch ContractsTriggers when contract changes occur.
- Watch CustomersTriggers when a customer change is detected.
- Watch UsersTriggers when user changes are detected.
- Get a ContractRetrieves details of a specific contract in BlueFolder.
- Get a CustomerRetrieves details of a specific customer in BlueFolder, including contacts, locations, comments, and equipment.
- Get a Customer LocationRetrieves details of a specific customer location in BlueFolder.
- Get an AppointmentRetrieves details of a specific appointment in BlueFolder.
- Get a UserRetrieves details of a specific user in BlueFolder.
- Get Customer ContactRetrieves details of a specific customer contact in BlueFolder.
- List AppointmentsRetrieves a list of appointments within a specified date range in BlueFolder.
- List AttachmentsRetrieves a list of attachments associated with a contract, customer, equipment item, or service request in BlueFolder.
- List ContractsRetrieves a list of contracts in BlueFolder and optionally filters them by customer or status.
- List Customer Custom FieldsRetrieves the list of custom fields configured for customers in BlueFolder.
- List CustomersRetrieves a list of customers in BlueFolder.
- List UsersRetrieves a list of users from BlueFolder.
- Add an AttachmentUploads a file or attaches a link to a contract, customer, equipment item, or service request in BlueFolder.
- Create a CustomerCreates a new customer in BlueFolder, including primary contact and location information.
- Create a Customer CommentAdds a comment to a customer in BlueFolder.
How to integrate BlueFolder in automation workflow?
3 simple steps to make your BlueFolder connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect BlueFolder
When prompted, authorize access to BlueFolder in WEXTL once. BlueFolder credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your BlueFolder account. Approve?
STEP 3
Build a workflow
Build your workflow with BlueFolder yourself or with WEXTL® AI Builder. Connect BlueFolder to any available integrations [5], or use HTTP node to go beyond them.
BlueFolder
How BlueFolder connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever BlueFolder app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that BlueFolder supports.
The following table illustrates what fields BlueFolder integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how BlueFolder is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API TokenRequired | password | Enter your API Token. After signing in to your account, go to Settings → API → Authorized API Users and copy your API Token. If API access is not enabled for your account, contact BlueFolder support to enable it. |
Connect BlueFolder to popular apps on WEXTL
Enter a name of the other app you want to sync with BlueFolder below. Click on selected app to explore integration options with BlueFolder. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with BlueFolder integration
Select Watch Customers trigger from BlueFolder - this will be a starting point in your automation. Whenever event happens in BlueFolder, workflow will start [7] from Watch Customers node.
Search for Create a Customer Comment, connect it as the next step of integration sequence. You can use filters between Watch Customers and Create a Customer Comment, so only important data pass from Watch Customers to the next step. WEXTL gives you full control over the process of BlueFolder automation. All parts of workflow are visible on the canvas [4].
BlueFolder on WEXTL has 36 modules for building project management automations. Explore BlueFolder documentation for more.
Video slide demonstrates how Watch Customers and Create a Customer Comment [6] nodes are used in BlueFolder workflow.
Frequently asked questions
Common questions about automating BlueFolder in your workflows.
BlueFolder has 5 triggers, including "Watch Appointments", "Watch Attachments", and "Watch Contracts", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 31 actions, including "Get a Contract", "Get a Customer", and "Get a Customer Location", and more. Refer to our BlueFolder Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The BlueFolder integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by BlueFolder official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where BlueFolder provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever BlueFolder or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for BlueFolder inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with BlueFolder modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the BlueFolder integration.
- BlueFolder integration source code, module specs and credentials implementation.
- Internal BlueFolder integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official BlueFolder vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® BlueFolder App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation