STEP 1
Connect BlueFolder and Mosaic
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 Mosaic Integration
Keep BlueFolder and Mosaic in sync by integrating their events and actions. When project management events happen in BlueFolder, update the Mosaic automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about BlueFolder and Mosaic
Detailed info you need to know about BlueFolder and Mosaic 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 Mosaic
Set up your BlueFolder and Mosaic integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and Mosaic 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 Mosaic. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and Mosaic work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and Mosaic 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 triggersMosaic 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.
Mosaic modules
- Create a ClientCreates a new client in the system.
- Create a HolidayCreates a holiday entry in the system.
- Create a PhaseCreates a new phase within a project or workflow.
- Create a PortfolioCreates a new portfolio for a user or organization.
- Create a ProjectCreates a new project in the specified service.
- Create a TaskCreates a new task in the specified project or task list.
- Create a Time EntryCreates a time entry for a specific user.
- Create a Timetracking EntryCreates a new time tracking entry in the system.
- Create an EmployeeCreates a new employee record in the system.
- Create an InvoiceCreates an invoice in the invoicing system.
- Delete a HolidayDeletes a holiday from the calendar.
- Delete a PhaseDeletes a specified phase from the project management system.
- Delete a PortfolioDeletes a portfolio from the system.
- Delete a ProjectDeletes a specific project from the service.
- Delete a TaskDeletes a task from the system.
- Delete an EmployeeDeletes an employee record from the system.
- Delete Time EntriesDeletes time entries from a specified user or project.
- Delete Time TrackingDeletes a time tracking entry from the system.
- Get a PortfolioRetrieves information about a portfolio.
- Get an EmployeeRetrieves information about a specific employee.
- List ClientsRetrieves a list of clients from the database.
- List EmployeesRetrieves a list of employees from the service.
- List HolidaysRetrieves a list of holidays.
- List InvoicesRetrieves a list of invoices from the service.
- List PhasesRetrieves the list of phases for a specific project.
- List PortfoliosRetrieves a list of portfolios from the service.
- List ProjectsRetrieves a list of projects from the service.
- List TasksLists all tasks in the specified project or category.
- List Time EntriesRetrieves a list of time entries.
- List Time TrackingRetrieves data from the time tracking service and allows retrieving one or more results.
- Make an API CallPerforms an arbitrary authorized API call.
- Override Project TotalOverrides the total for a specific project.
- Search PhasesRetrieves phases from the service and allows retrieving one or more results.
- Update a ClientUpdates a client by their ID.
- Update a HolidayUpdates a holiday in the system.
- Update a PortfolioUpdates a portfolio's information.
- Update a ProjectUpdates a project with new or modified information.
- Update a TaskUpdates a task with the provided details.
- Update a TaskUpdates a task with new information.
- Update a Time EntryUpdates a time entry for a specific user.
- Update EmployeeUpdates an employee's details in the system.
- Update InvoicesUpdates an invoice with new information, such as status, amounts, or client details.
- Update PhaseUpdates a phase in the system with new information.
- Update Time TrackingUpdates time tracking details for a specific task or project.
- Watch ClientsTriggers when a new client is added or an existing client is updated.
- Watch EmployeesTriggers when a new employee is added or updated.
- Watch HolidaysTriggers when a new holiday is scheduled or occurs.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PhasesTriggers when a new phase is created or updated.
- Watch PortfoliosTriggers when there are new events in a portfolio.
Frequently asked questions
Common questions about connecting BlueFolder and Mosaic.
Connect your BlueFolder and Mosaic 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 "Create a Client" in Mosaic. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); Mosaic has 44 actions (including Create a Client, Create a Holiday, and Create a Phase). 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-Mosaic 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 Mosaic) 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 + Mosaic 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 Mosaic integration.
- BlueFolder and Mosaic integration source code, module specs and credentials implementation.
- Our BlueFolder and Mosaic integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and Mosaic — 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
- Mosaic integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library