STEP 1
Connect BlueFolder and Pipefy
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 Pipefy Integration
Build project management workflows between BlueFolder and Pipefy on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about BlueFolder and Pipefy
Detailed info you need to know about BlueFolder and Pipefy 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 Pipefy
Set up your BlueFolder and Pipefy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and Pipefy 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 Pipefy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and Pipefy work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and Pipefy 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 triggersPipefy 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 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.
- 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.
- 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.
- 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.
Pipefy modules
- Clone PipesCopies one or more existing pipes into an organization.
- Create CardCreates a new card in a pipe, with values for its start form fields.
- Create CommentAdds a comment to a card.
- Create LabelCreates a label in a pipe that can be applied to cards.
- Create OrganizationCreates a new Pipefy organization.
- Create PhaseAdds a new phase to a pipe.
- Create Phase FieldAdds a field to a phase form.
- Create PipeCreates a new pipe inside an organization.
- Create Pipe RelationConnects two pipes with a parent-child relation.
- Create Presigned UrlGenerates a temporary upload URL for attaching a file to a card or record.
- Create TableCreates a new database table in an organization.
- Create Table FieldAdds a field to a database table.
- Create Table RecordAdds a new record to a database table.
- Delete CardPermanently deletes a card.
- Delete CommentDeletes a comment from a card.
- Delete LabelDeletes a label from a pipe.
- Delete OrganizationPermanently deletes an organization.
- Delete PhaseDeletes a phase from a pipe.
- Delete Phase FieldRemoves a field from a phase form.
- Delete PipePermanently deletes a pipe.
- Delete Pipe RelationRemoves the relation between two pipes.
- Delete TablePermanently deletes a database table.
- Delete Table RecordDeletes a record from a database table.
- Find RecordsFinds records in a database table whose field matches a given value.
- Get CardRetrieves the details of a single card by its ID.
- Get OrganizationRetrieves the details of an organization by its ID.
- Get PhaseRetrieves the details of a single phase by its ID.
- Get PipeRetrieves the details of a single pipe by its ID.
- Get TableRetrieves the details of a database table by its ID.
- Get Table RecordRetrieves a single database table record by its ID.
- Invite MembersInvites people to a pipe by email with a chosen role.
- List CardsLists the cards in a pipe.
- List OrganizationsLists the organizations you have access to.
- List Pipe RelationsLists the parent-child relations between pipes.
- List PipesLists the pipes you have access to.
- List Table RecordsLists the records in a database table.
- Make an API CallSends a custom GraphQL request to the Pipefy API.
- Move Card To PhaseMoves a card to a different phase of its pipe.
- Remove User From OrgRemoves a member from an organization.
- Set RoleChanges the role of a member in an organization.
- Set Table Record Field ValueSets the value of one field on a database table record.
- Update CardUpdates a card's title, due date, assignees, labels or other properties.
- Update Card FieldUpdates the value of a single field on a card.
- Update CommentEdits the text of an existing comment.
- Update Fields ValuesUpdates several field values on a card or record in one call.
- Update LabelChanges the name or color of a label.
- Update OrganizationUpdates the settings of an organization.
- Update PhaseUpdates the settings of a phase.
- Update Phase FieldUpdates the settings of a phase field.
- Update PipeUpdates the settings of a pipe.
Frequently asked questions
Common questions about connecting BlueFolder and Pipefy.
Connect your BlueFolder and Pipefy 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 "Clone Pipes" in Pipefy. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); Pipefy has 53 actions (including Clone Pipes, Create Card, and Create Comment). 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-Pipefy 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 Pipefy) 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 + Pipefy 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 Pipefy integration.
- BlueFolder and Pipefy integration source code, module specs and credentials implementation.
- Our BlueFolder and Pipefy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and Pipefy — 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
- Pipefy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library