STEP 1
Connect BlueFolder and Razorsync
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 Razorsync Integration
Build project management workflows between BlueFolder and Razorsync 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 Razorsync
Detailed info you need to know about BlueFolder and Razorsync 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 Razorsync
Set up your BlueFolder and Razorsync integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and Razorsync 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 Razorsync. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and Razorsync work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and Razorsync 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 triggersRazorsync 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.
Razorsync modules
- Attach a Service Form to a CustomerAttaches a service form to a specific customer.
- Attach a Service Form to a TaskAttaches a service form to a specific work order or task.
- Create a ContactAdds a new contact to the service.
- Create a Contact AddressCreates a new contact address in the service.
- Create a CustomerCreates a new customer account in the system.
- Create a Customer AttachmentCreates an attachment for a customer in the system.
- Create a QuoteCreates a quote in the system for a specified customer or client.
- Create a Quote AttachmentCreates a quote attachment in the service.
- Create a Quote Service ItemCreates a new service item within a quote.
- Create a Service FormCreates a service form in the application.
- Create a Service RequestCreates a new service request in the system.
- Create a Tax CodeCreates a new tax code in the system.
- Create a Tax NameCreates a tax name in the system.
- Create a Work OrderCreates a work order in the system.
- Create a Work Order AttachmentCreates a work order attachment in the system.
- Create a WorkOrder Service ItemCreates a new work order service item in the system.
- Create AddressAdds a new address to the specified service.
- Create an Invoice Service ItemCreates a service item on an invoice by adding necessary details and descriptions.
- Create InvoiceCreates an invoice in the system.
- Create PaymentCreates a payment using either cash or check.
- Create Service Form FieldsCreates fields for a service form in the application.
- Create Service ItemsCreates new service items based on provided parameters.
- Delete a ContactDeletes a contact from the address book or system.
- Delete a Contact AddressDeletes a contact address from the database.
- Delete a CustomerDeletes a customer from the database.
- Delete a QuoteDeletes a specific quote from the service.
- Delete a Service ItemDeletes a specified service item from the service.
- Delete a Service RequestDeletes a specified service request.
- Delete a Tax CodeDeletes a tax code from the system.
- Delete a Tax NameDeletes a specified tax name from the database.
- Delete a Work OrderDeletes a work order from the system.
- Delete a Work Order AttachmentDeletes an attachment from a work order.
- Delete AddressDeletes an address from the service.
- Delete Customer AttachmentDeletes a customer attachment from the system.
- Delete PaymentDeletes a payment from the system.
- Delete Quote AttachmentDeletes an attachment from a quote.
- Delete Quote Service ItemsDeletes quote service items from the specified database or list.
- Delete WorkOrder Service ItemsDeletes work order service items from the system.
- Download a WorkOrder AttachmentDownloads an attachment from a work order.
- Download an AttachmentDownloads an attachment from the specified source.
- Download Customer AttachmentDownloads a customer attachment based on specified parameters.
- Download Quote AttachmentDownloads a quote attachment from the service.
- Fill a Customer Service FormFills in a customer service form with the provided data.
- Fill a Value for a Work Order Service FormFills the value for a field in a work order service form.
- Generate Invoice EntitiesGenerates invoice entities based on provided parameters.
- Get a ContactRetrieves information about a specific contact.
- Get a Customer by Customer IDRetrieves a customer by their customer ID.
- Get a Customer by Customer NumberRetrieves a customer's information using their customer number.
- Get a Customer by Display NameRetrieves a customer using their display name.
- Get a List of Contact AddressesRetrieves a list of contact addresses.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BlueFolder and Razorsync integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting BlueFolder and Razorsync.
Connect your BlueFolder and Razorsync 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 "Attach a Service Form to a Customer" in Razorsync. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); Razorsync has 119 actions (including Attach a Service Form to a Customer, Attach a Service Form to a Task, and Create a Contact). 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-Razorsync 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 Razorsync) 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 + Razorsync 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 Razorsync integration.
- BlueFolder and Razorsync integration source code, module specs and credentials implementation.
- Our BlueFolder and Razorsync integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and Razorsync — 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
- Razorsync integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library