Requirements
To use BlueFolder on WEXTL you need an active account and an API access token from your account settings.[3]
Get your BlueFolder credentials
- API TokenpasswordRequired
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.
[1]
Connect BlueFolder in WEXTL
- Log in to your WEXTL account, add the BlueFolder node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your BlueFolder account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
BlueFolder node modules
The list below is a reference of every BlueFolder node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any BlueFolder node module below to inspect its input parameters, outputs, and connection requirements.
Watch AppointmentsTrigger
| Field | Type |
|---|---|
| Appointment ID | array |
| Subject | array |
| Description | array |
| Customer ID | array |
| Start Time | array |
| End Time | array |
| Duration | array |
| All Day Event | array |
| Multi Day | array |
| Recurring | array |
| Created By User ID | array |
Watch AttachmentsTrigger
| Field | Type |
|---|---|
| Attachment ID | array |
| Is External Link | array |
| File Name | array |
| Link URL | array |
| Parent Type | array |
| Parent ID | array |
| Posted On | array |
| Posted By | array |
| Private | array |
| Attachment Token | array |
Watch ContractsTrigger
| Field | Type |
|---|---|
| Contract ID | array |
| Contract Name | array |
| Contract Status | array |
| Customer ID | array |
| Customer Name | array |
| Customer Contact ID | array |
| Contract Start Date | array |
| Contract End Date | array |
| Contract Number | array |
| Contract Type | array |
| Date Created | array |
| Purchase Order Number | array |
| Total Price | array |
Watch CustomersTrigger
| Field | Type |
|---|---|
| Customer ID | array |
| Customer Name | array |
| Customer Type | array |
| Inactive | array |
| External ID | array |
Watch UsersTrigger
| Field | Type |
|---|---|
| Address home city | array |
| Address home country | array |
| Address home postal code | array |
| Address home state | array |
| Address home street | array |
| Address work city | array |
| Address work country | array |
| Address work postal code | array |
| Address work state | array |
| Address work street | array |
| Allow API | array |
| Culture name | array |
| Date last login | array |
| Date time created | array |
| Default labor rate ID | array |
| Display name | array |
| array | |
| First name | array |
| Full name | array |
| Inactive | array |
Get a ContractAction
| Field | Type |
|---|---|
Contract IDRequired | choice |
| Field | Type |
|---|---|
| Contract ID | array |
| Contract Name | array |
| Contract Number | array |
| Contract Status | array |
| Contract Type | array |
| Contract Description | array |
| Contract Notes | array |
| Contract Start Date | array |
| Contract End Date | array |
| Customer ID | array |
| Customer Contact ID | array |
| Created By User ID | array |
| Contract Limit Type | array |
| Contract Limit Hours | array |
| Contract Limit Amount | array |
| Contract Hourly Rate | array |
| Allow Overage | array |
| Remaining Hours Balance | array |
| Remaining Balance Amount | array |
| Hours Billed To Date | array |
Get a CustomerAction
| Field | Type |
|---|---|
| Customer ID | choice |
| External ID | text |
| Field | Type |
|---|---|
| Customer ID | array |
| Customer Name | array |
| Customer Type | array |
| External ID | array |
| Description | array |
| Website | array |
| Industry Type | array |
| Notes | array |
| Inactive | array |
| Tax Exempt | array |
| Account Manager ID | array |
| Service Manager ID | array |
| Technician ID | array |
| Default Labor Rate ID | array |
| Default Tax Code ID | array |
| Bill To Type | array |
| Bill To Customer ID | array |
| Bill To Customer Name | array |
| Bill To Street Address | array |
| Bill To City | array |
Get a Customer LocationAction
| Field | Type |
|---|---|
Customer Location IDRequired | number |
| Field | Type |
|---|---|
| Customer Location ID | array |
| Customer ID | array |
| Location Name | array |
| Primary Location | array |
| Street Address | array |
| City | array |
| State | array |
| Postal Code | array |
| Country | array |
| Location Notes | array |
| Phone | array |
| Primary Contact ID | array |
| Service Manager ID | array |
| Technician ID | array |
| Zone | array |
Get a UserAction
| Field | Type |
|---|---|
User IDRequired | choice |
| Field | Type |
|---|---|
| User ID | array |
| Display Name | array |
| First Name | array |
| Last Name | array |
| Full Name | array |
| Username | array |
| User Type | array |
| Inactive | array |
| Account Owner | array |
| Email Address | array |
| Job Title | array |
| Phone | array |
| Fax | array |
| Mobile Phone | array |
| Login Count | array |
| Last Login Date | array |
| Created Date | array |
| Default Labor Rate ID | array |
| API Access Allowed | array |
| Time Zone Offset | array |
Get an AppointmentAction
Get Customer ContactAction
| Field | Type |
|---|---|
Customer Contact IDRequired | choice |
| Field | Type |
|---|---|
| Customer Contact ID | array |
| Customer ID | array |
| First Name | array |
| Last Name | array |
| Middle Name | array |
| Title | array |
| array | |
| Job Title | array |
| Inactive | array |
| Primary Contact | array |
| Customer Location ID | array |
| Notes | array |
| Phone | array |
| Fax | array |
| Home Phone | array |
| Mobile Phone | array |
| Other Phone | array |
List AppointmentsSearch
List AttachmentsSearch
| Field | Type |
|---|---|
| Attachment Type | choice |
| Contract ID | choice |
| Customer ID | choice |
| Equipment ID | text |
| Service Request ID | number |
| Include External Links | boolean |
| Posted After | date |
| Limit | number |
| Field | Type |
|---|---|
| Attachment ID | array |
| Is External Link | array |
| File Name | array |
| Link URL | array |
| Parent Type | array |
| Parent ID | array |
| Posted On | array |
| Posted By | array |
| Private | array |
| Attachment Token | array |
List ContractsSearch
| Field | Type |
|---|---|
List TypeRequired | choice |
| Customer ID | choice |
| Customer Name | text |
| Exact Name Match | boolean |
| Contract Status | text |
| Limit | number |
| Field | Type |
|---|---|
| Contract ID | array |
| Contract Name | array |
| Contract Status | array |
| Customer ID | array |
| Customer Name | array |
| Customer Contact ID | array |
| Contract Start Date | array |
| Contract End Date | array |
| Contract Number | array |
| Contract Type | array |
| Date Created | array |
| Purchase Order Number | array |
| Total Price | array |
List Customer Custom FieldsSearch
List CustomersSearch
List UsersSearch
| Field | Type |
|---|---|
List TypeRequired | choice |
| Limit | number |
| Field | Type |
|---|---|
| Address home city | array |
| Address home country | array |
| Address home postal code | array |
| Address home state | array |
| Address home street | array |
| Address work city | array |
| Address work country | array |
| Address work postal code | array |
| Address work state | array |
| Address work street | array |
| Allow API | array |
| Culture name | array |
| Date last login | array |
| Date time created | array |
| Default labor rate ID | array |
| Display name | array |
| array | |
| First name | array |
| Full name | array |
| Inactive | array |
Add an AttachmentAction
Create a CustomerAction
| Field | Type |
|---|---|
Customer NameRequired | text |
| Bill To Address ID | number |
| Bill To Type | choice |
| Customer Type | text |
| Description | text |
| Website URL | url |
| Industry Type | text |
| Notes | text |
| Default Labor Rate ID | number |
| Default Tax Code ID | number |
| Inactive | boolean |
| Tax Exempt | boolean |
| Primary Contact (XML) | text |
| Primary Location (XML) | text |
| Custom Fields (XML) | text |
| Account Manager ID | number |
| Service Manager ID | number |
| Technician ID | number |
| External ID | text |
| Field | Type |
|---|---|
| Status | array |
| Customer ID | array |
Create a Customer CommentAction
Create a Customer LocationAction
Create a UserAction
| Field | Type |
|---|---|
Display NameRequired | text |
Email AddressRequired | text |
First NameRequired | text |
Last NameRequired | text |
User TypeRequired | choice |
| Username | text |
| Password | secret |
| Roles (XML) | text |
| Allow API Access | boolean |
| Job Title | text |
| Phone | text |
| Mobile Phone | text |
| Fax | text |
| Office ID | number |
| Time Zone Offset | number |
| Work Hours Start | text |
| Work Hours End | text |
| Field | Type |
|---|---|
| Status | array |
| User ID | array |
Create an AppointmentAction
Create Customer ContactAction
Create Service Request CommentAction
Delete a CustomerAction
Delete a Customer ContactAction
Delete a Customer LocationAction
Delete an AttachmentAction
Download AttachmentAction
Make an API Calluniversal
Update a CustomerAction
| Field | Type |
|---|---|
| Customer ID | choice |
| External ID | text |
| Bill To Address ID | number |
| Bill To Type | choice |
| Customer Name | text |
| Customer Type | text |
| Description | text |
| Website URL | url |
| Industry Type | text |
| Notes | text |
| Default Labor Rate ID | number |
| Default Tax Code ID | number |
| Inactive | boolean |
| Tax Exempt | boolean |
| Custom Fields (XML) | text |
| Account Manager ID | number |
| Service Manager ID | number |
| Technician ID | number |
| Field | Type |
|---|---|
| Status | array |
| Customer ID | array |
Update a Customer ContactAction
Update a UserAction
| Field | Type |
|---|---|
User IDRequired | choice |
| Display Name | text |
| Email Address | |
| First Name | text |
| Last Name | text |
| Job Title | text |
| Phone | text |
| Mobile Phone | text |
| Fax | text |
| Mark Inactive | boolean |
| Office ID | number |
| Time Zone Offset | number |
| Username | text |
| Work Hours Start | text |
| Work Hours End | text |
| Field | Type |
|---|---|
| Status | array |
| User ID | array |
Update an AppointmentAction
Update Customer LocationAction
Templates
Look for BlueFolder templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Aspire[2]Field service management for landscaping — estimating, scheduling, production, and billing.
- AroFloField service job management for trades — scheduling, quoting, invoicing, and crews.
- AcculynxRoofing business management CRM for jobs, leads, estimates, and field production.
- ActiveCollabProject management for tasks, collaboration, and team workloads.
- CanixCannabis ERP for seed-to-sale inventory, orders, and compliance.
References
- WEXTL® BlueFolder Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for BlueFolder.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:38
