STEP 1
Connect BlueFolder and Planerio
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 Planerio Integration
Connect BlueFolder and Planerio 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 Planerio
Detailed info you need to know about BlueFolder and Planerio 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 Planerio
Set up your BlueFolder and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and Planerio 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 Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and Planerio work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and Planerio 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 triggersPlanerio 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.
Planerio modules
- Create a TimestampCreates a clock-in or clock-out event for an employee.
- List AbsencesRetrieves employee absence periods such as vacation or sick leave within a specified date range.
- List BonusesRetrieves manually assigned payroll bonuses for employees for a given month and year, and does not include automatically calculated bonuses.
- List EmployeesRetrieves employee master data, including personal details, shift group assignments, work schedules, and organizational hierarchy.
- List Flexitime BalancesRetrieves flexitime balances for employees over a specified monthly range.
- List ShiftsRetrieves a list of shifts within a specified date range.
- List Staffing AvailabilityRetrieves a list of employees with their availability, working hours, qualifications, and assigned shift groups.
- List Staffing RequirementsRetrieves shift cards representing staffing requirements.
- List TimestampsRetrieves raw clock-in and clock-out events for employees within a specified date range.
- Make an API CallMakes additional API calls to Planerio.
Frequently asked questions
Common questions about connecting BlueFolder and Planerio.
Connect your BlueFolder and Planerio 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 Timestamp" in Planerio. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); Planerio has 10 actions (including Create a Timestamp, List Absences, and List Bonuses). 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-Planerio 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 Planerio) 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 + Planerio 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 Planerio integration.
- BlueFolder and Planerio integration source code, module specs and credentials implementation.
- Our BlueFolder and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and Planerio — 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
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library