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BlueFolder Project Management API: Watch Appointments, Add an Attachment

Field service management software for work orders, technicians, customers, and service history. 5 triggers, 12 searches, and 19 actions including Watch Appointments.

About this integration

Field service management software for work orders, technicians, customers, and service history. Use it from the workflow canvas with no custom glue script required.

This integration exposes 5 triggers, 12 search modules and 19 actions as workflow nodes. Authentication uses basic authentication.

How to connect

The credential form asks for API Token.

Prefer the interactive builder form? Open it on the app page.

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

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

Connecting BlueFolder to WEXTL®

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 it in workflow automation

Start with Watch Appointments, then add Add an Attachment.

The canvas below runs Watch Appointments into Add an Attachment — watch the video, then drop a node onto the canvas.

Select the Watch Customers trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Create a Customer Comment as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 24 ready-made modules for project management work — each run logs its inputs and outputs for debugging.

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

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

Triggers, searches and actions

Use the tables below to inspect BlueFolder's 5 triggers, 12 search modules, and 19 actions.

Triggers

5 triggers fire automatically when specified events occur — no polling or cron job needed.

Watch Appointments
Watch Attachments
Watch Contracts
Watch Customers
Watch Users

Searches

Fetch data on demand using 12 search modules that query the app during a run.

Get a Contract
Get a Customer
Get a Customer Location
Get an Appointment
Get a User

7more searches

Actions

19 action modules cover the full range of create, update, and delete operations.

Add an Attachment
Create a Customer
Create a Customer Comment
Create a Customer Location
Create an Appointment

14more actions

Explore the fields available for each BlueFolder trigger, search, and action.

Triggers

Output fields

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

Output fields

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

Output fields

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

Output fields

Field	Type
Customer ID	array
Customer Name	array
Customer Type	array
Inactive	array
External ID	array

Output fields

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
Email	array
First name	array
Full name	array
Inactive	array

21other output fields

Searches

Input fields

Field	Type
Contract IDRequired	choice

Output fields

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

18other output fields

Input fields

Field	Type
Customer ID	choice
External ID	text

Output fields

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

4other output fields

Input fields

Field	Type
Customer Location IDRequired	number

Output fields

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

Input fields

Field	Type
Appointment IDRequired	number

Output fields

Field	Type
Appointment ID	array
Subject	array
Description	array
Customer ID	array
Created By User ID	array
Start Time	array
End Time	array
Duration	array
All Day Event	array
Recurring Appointment	array
Assigned Users	array

Input fields

Field	Type
User IDRequired	choice

Output fields

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

7other output fields

Input fields

Field	Type
Customer Contact IDRequired	choice

Output fields

Field	Type
Customer Contact ID	array
Customer ID	array
First Name	array
Last Name	array
Middle Name	array
Title	array
Email	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

Input fields

Field	Type
Start DateRequired	date
End DateRequired	date
User ID	choice
Limit	number

Output fields

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

Input fields

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

Output fields

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

Input fields

Field	Type
List TypeRequired	choice
Customer ID	choice
Customer Name	text
Exact Name Match	boolean
Contract Status	text
Limit	number

Output fields

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

Input fields

Field	Type
Limit	number

Output fields

Field	Type
Field ID	array
Field Name	array
Field Data Type	array
Display Order	array
Field Required	array
Field List Values	array

Input fields

Field	Type
List TypeRequired	choice
Limit	number

Output fields

Field	Type
Customer ID	array
Customer Name	array
Customer Type	array
Inactive	array
External ID	array

Input fields

Field	Type
List TypeRequired	choice
Limit	number

Output fields

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
Email	array
First name	array
Full name	array
Inactive	array

21other output fields

Actions

Input fields

Field	Type
Contract ID	choice
Customer ID	choice
Equipment ID	text
Service Request ID	number
Public	boolean
Attachment Content (Base64)	text
Attachment File Name	text
Attachment Description	text
Attachment Content Type	text
Link URL	url

Output fields

Field	Type
Status	array
Attachment Token	array

Input fields

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

Output fields

Field	Type
Status	array
Customer ID	array

Input fields

Field	Type
Customer IDRequired	choice
User ID	choice
Comment	text

Output fields

Field	Type
Status	array
Comment ID	array

Input fields

Field	Type
Customer IDRequired	choice
Location NameRequired	text
Primary Location	boolean
Street Address	text
City	text
State	text
Postal Code	text
Country	text
Location Notes	text
Service Manager ID	number
Technician ID	number
Zone	text

Output fields

Field	Type
Status	array
Customer Location ID	array

Input fields

Field	Type
SubjectRequired	text
Start Date and TimeRequired	date
End Date and TimeRequired	text
All Day Event	boolean
Assigned User IDs	text
Customer ID	choice
Description	text
Notify Customer	boolean

Output fields

Field	Type
Status	array
Appointment ID	array

Input fields

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

Output fields

Field	Type
Status	array
User ID	array

Input fields

Field	Type
Customer IDRequired	choice
First Name	text
Last Name	text
Primary Contact	boolean
Email	text
Job Title	text
Notes	text
Phone	text
Fax	text
Home Phone	text
Mobile Phone	text
Other Phone	text
Title	text

Output fields

Field	Type
Status	array
Customer Contact ID	array

Input fields

Field	Type
Service Request IDRequired	number
User ID	choice
Comment	text
Public Comment	boolean
Notify Customer	boolean

Output fields

Field	Type
Status	array
Comment ID	array

Input fields

Field	Type
Customer IDRequired	choice

Output fields

Field	Type
Status	array
Deleted Customer ID	array

Input fields

Field	Type
Contact IDRequired	choice

Output fields

Field	Type
Status	array
Deleted Contact ID	array

Input fields

Field	Type
Location IDRequired	number

Output fields

Field	Type
Status	array
Deleted Location ID	array

Input fields

Field	Type
Attachment TokenRequired	choice

Output fields

Field	Type
Status	array
Deleted Attachment Token	array

Input fields

Field	Type
Attachment TokenRequired	choice

Output fields

Field	Type
Download URL	array

Input fields

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields

Field	Type
Body	text
Headers	object
Status code	number

Input fields

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

Output fields

Field	Type
Status	array
Customer ID	array

Input fields

Field	Type
Customer Contact IDRequired	choice
First Name	text
Last Name	text
Inactive	boolean
Primary Contact	boolean
Email	email
Job Title	text
Notes	text
Phone	text
Fax	text
Home Phone	text
Mobile Phone	text
Other Phone	text
Title	text

Output fields

Field	Type
Status	array
Customer Contact ID	array

Input fields

Field	Type
Appointment IDRequired	choice
Subject	text
Start Time	date
End Time	date
All Day Event	boolean
Assigned Users	text
Customer ID	choice
Description	text
Notify Customer	boolean

Output fields

Field	Type
Status	array
Appointment ID	array

Input fields

Field	Type
User IDRequired	choice
Display Name	text
Email Address	email
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

Output fields

Field	Type
Status	array
User ID	array

Input fields

Field	Type
Customer Location IDRequired	choice
Location Name	text
Primary Location	boolean
Street Address	text
City	text
State	text
Postal Code	text
Country	text
Location Notes	text
Service Manager ID	number
Technician ID	number
Zone	text

Output fields

Field	Type
Status	array
Customer Location ID	array