STEP 1
Connect BlueFolder and FMX
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
BlueFolder and FMX Integration
Connect BlueFolder and FMX to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about BlueFolder and FMX
Detailed info you need to know about BlueFolder and FMX integrations in WEXTL. Explore which modules apps support and how you connect them.
BlueFolder
Field service management software for work orders, technicians, customers, and service history. [5]
How to connect BlueFolder to FMX
Set up your BlueFolder and FMX integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and FMX nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between BlueFolder and FMX. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and FMX work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and FMX 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.
BlueFolder triggersFMX actions
BlueFolder modules
- 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 a UserCreates a new user in BlueFolder with login, contact, and role configuration.
- Create an AppointmentCreates a new appointment in BlueFolder and optionally assigns it to one or more users.
- 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.
- 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 a UserRetrieves details of a specific user in BlueFolder.
- Get an AppointmentRetrieves details of a specific appointment 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.
- 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 a UserUpdates the details of an existing user in BlueFolder.
- Update an AppointmentUpdates an existing appointment in BlueFolder.
- Update Customer LocationUpdates the details of an existing customer location in BlueFolder.
- 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.
FMX modules
- Approve a Work RequestApproves a work request in the system.
- Create a UserCreates a user in the system.
- Create a Work RequestCreates a new work request in the system.
- Create a Work TaskCreates a new work task.
- Create an Accounting AccountCreates an accounting account.
- Create an AttachmentCreates an attachment for a specific entry.
- Create an InventoryCreates an inventory for a specified set of items or products.
- Decline a Work RequestDeclines a work request in the system.
- Delete a Purchase Order PaymentDeletes a purchase order payment.
- Delete a UserDeletes a user from the service.
- Delete a Work RequestDeletes a work request from the system.
- Delete an Accounting AccountDeletes an accounting account from the system.
- Delete an AttachmentDeletes an attachment from a specified source.
- Finalize a Work RequestFinalizes a work request and marks it as completed.
- Get a Purchase OrderRetrieves a purchase order for a specified ID.
- Get a UserRetrieves a user profile.
- Get a Work RequestRetrieves a work request.
- Get a Work TaskRetrieves a work task from the system by using the specified parameters.
- Get Accounting AccountsRetrieves accounting accounts details.
- Get an Accounting AccountRetrieves an accounting account from the service.
- Get an AttachmentRetrieves a specific attachment from the service.
- Get an InventoryRetrieves an inventory from the service.
- Get an InvoiceRetrieves an invoice from the service.
- Get AttachmentsRetrieves all attachments.
- Get InventoriesRetrieves all inventories from the service.
- Get InvoicesRetrieves all invoices.
- Get Purchase OrdersRetrieves all purchase orders.
- Get UsersRetrieves all users from the service.
- Get Work RequestsRetrieves all work requests from the service.
- Get Work TasksRetrieves all work tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Pay a Purchase OrderPays a specific purchase order in the system.
- Place a Hold on a Work RequestPlaces a hold on a work request in the system.
- Remove Hold for a Work RequestRemoves a hold for a specific work request.
- Resolve a Work RequestResolves a work request by completing the necessary actions and updating the status in the system.
- Respond to a Work RequestAllows a user to respond to a work request by providing necessary information or confirmation.
- Start Work for a Work RequestInitiates work for a specified work request.
- Stop Work for a Work RequestStops work for a specified work request in the system.
- Update a Purchase Order PaymentUpdates the payment details for a specific purchase order.
- Update a UserUpdates a user with the provided information.
- Update a Work RequestUpdates a work request with new details or modifications.
- Update a Work TaskUpdates a work task with new details or status.
- Update an Accounting AccountUpdates an accounting account with the provided details.
- Update an InventoryUpdates an inventory record with new details or changes.
- Watch InvoicesTriggers when a new invoice is created.
- Watch Purchase OrdersTriggers when a new purchase order is created or updated.
- Watch UsersTriggers when a new user is created.
Frequently asked questions
Common questions about connecting BlueFolder and FMX.
Connect your BlueFolder and FMX 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]
Example: when BlueFolder's "Watch Appointments" fires, WEXTL can "Approve a Work Request" in FMX. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); FMX has 44 actions (including Approve a Work Request, Create a User, and Create a Work Request). Add filters and transforms between steps when you need them. [1]
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]
No. BlueFolder-to-FMX automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment BlueFolder (or FMX) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
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.
You can build your BlueFolder + FMX 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 BlueFolder and FMX integration.
- BlueFolder and FMX integration source code, module specs and credentials implementation.
- Our BlueFolder and FMX integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and FMX — 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.
- BlueFolder integration information
- FMX integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library