What actions can I run in BlueFolder?

31 actions are available, including "Get a Contract", "Get a Customer", and "Get a Customer Location", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

BlueFolder Integrations

Field service management software for work orders, technicians, customers, and service history. When BlueFolder work moves, update stakeholders or kick the next automation.

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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.
Create a Customer LocationAdds a new location for an existing customer in BlueFolder.
Create an AppointmentCreates a new appointment in BlueFolder and optionally assigns it to one or more users.
Create a UserCreates a new user in BlueFolder with login, contact, and role configuration.
Create Customer ContactAdds a new contact to an existing customer in BlueFolder.
Create Service Request CommentAdds a comment to an existing service request in BlueFolder.
Delete a CustomerDeletes a customer from BlueFolder using their customer ID.
Delete a Customer ContactDeletes a contact associated with a customer in BlueFolder.
Delete a Customer LocationDeletes a location associated with a customer in BlueFolder.
Delete an AttachmentDeletes an attachment from BlueFolder using its attachment token.
Download AttachmentRetrieves a secure download link for an attachment in BlueFolder using its attachment token.
Make an API CallPerforms an arbitrarily authorized API call.
Update a CustomerUpdates the details of an existing customer in BlueFolder.
Update a Customer ContactUpdates an existing contact for a customer in BlueFolder.
Update an AppointmentUpdates an existing appointment in BlueFolder.
Update a UserUpdates the details of an existing user in BlueFolder.
Update Customer LocationUpdates the details of an existing customer location in BlueFolder.

When to use BlueFolder

Common scenarios where BlueFolder automation saves time and reduces manual work.

Use BlueFolder's "Watch Appointments" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get a Customer" in BlueFolder as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Contracts" from BlueFolder with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting BlueFolder to WEXTL®

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.

Use in workflow automation

Start from BlueFolder’s Watch Customers trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Customer Comment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 36 ready-made steps for project management work, and every run records what went in and what came back.

BlueFolder workflow on the canvas: Watch Customers then Create a Customer Comment

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. Use them to start workflows the moment BlueFolder events fire — no polling required.

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.

Use in workflow automation

Start from BlueFolder’s Watch Customers trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Customer Comment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 36 ready-made steps for project management work, and every run records what went in and what came back.

BlueFolder Integrations

When to use BlueFolder

How to connect

Use in workflow automation

Frequently asked questions

BlueFolder Integrations

When to use BlueFolder

How to connect

Connect BlueFolder to any app in workflows

Use in workflow automation

Frequently asked questions

Connect BlueFolder to any app in workflows

Connect BlueFolder to any app in workflows

Connect BlueFolder to any app in workflows

BlueFolder Integrations

BlueFolder triggers and actions

When to use BlueFolder

How to connect

Use in workflow automation

Frequently asked questions

What triggers does BlueFolder support?

What actions can I run in BlueFolder?

Do I need to write code to automate this?

Is the integration secure?

BlueFolder Integrations

BlueFolder triggers and actions

When to use BlueFolder

How to connect

Connect BlueFolder to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does BlueFolder support?

What actions can I run in BlueFolder?

Do I need to write code to automate this?

Is the integration secure?

Connect BlueFolder to any app in workflows

Connect BlueFolder to any app in workflows

Connect BlueFolder to any app in workflows