STEP 1
Connect BlueFolder and ServiceMonster
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 ServiceMonster Integration
Keep BlueFolder and ServiceMonster in sync by integrating their events and actions. When project management events happen in BlueFolder, update the ServiceMonster automatically - without any line of code in visual workflow builder.
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Learn about BlueFolder and ServiceMonster
Detailed info you need to know about BlueFolder and ServiceMonster 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]
ServiceMonster
Field service management for scheduling jobs, sites, and mobile crews. [6]
How to connect BlueFolder to ServiceMonster
Set up your BlueFolder and ServiceMonster integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and ServiceMonster 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 ServiceMonster. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and ServiceMonster work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and ServiceMonster 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 triggersServiceMonster 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.
ServiceMonster modules
- Create a JobCreates a new service job for a customer.
- Create a NoteCreates a note in the specified service.
- Create a SiteCreates a new site within the specified platform or service.
- Create a TaskCreates a new task in the specified project or task list.
- Create an EmployeeAdds a new employee to the system.
- Create an OrderCreates an order in the system with specified details.
- Delete a JobDeletes a job in the system.
- Delete a SiteDeletes a site within the specified service.
- Delete a TaskDeletes a task using the specified parameters.
- Delete an EmployeeDeletes an employee from the system.
- Delete an OrderDeletes an order from the specified service.
- Get a JobRetrieves a job from the system.
- Get a NoteRetrieves a note from the service.
- Get a SiteRetrieves information about a specific site.
- Get a TaskRetrieves information about a specific task.
- Get an EmployeeRetrieves an employee based on the provided ID.
- Get an OrderRetrieves an order.
- Get EmployeesRetrieves all employees from the service.
- Get JobsRetrieves all jobs.
- Get NotesRetrieves all notes.
- Get OrdersRetrieves all orders.
- Get TasksRetrieves all tasks.
- List SitesRetrieves all sites.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a JobUpdates a job's details.
- Update a SiteUpdates a specific site with new or modified information.
- Update a TaskUpdates a task with new information provided.
- Update an EmployeeUpdates an employee's details in the system.
- Update an OrderUpdates an order based on the provided details.
- Watch EmployeesTriggers when a new employee is added.
- Watch EventsTriggers when a new event occurs.
- Watch JobsTriggers when a new job is posted or updated.
- Watch NotesTriggers when a new note is created.
- Watch OrdersTriggers when a new order is created.
- Watch SitesTriggers when a new site is detected.
- Watch TasksTriggers when a new task is created or an existing task is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BlueFolder and ServiceMonster 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 ServiceMonster.
Connect your BlueFolder and ServiceMonster 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 Job" in ServiceMonster. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); ServiceMonster has 29 actions (including Create a Job, Create a Note, and Create a Site). 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-ServiceMonster 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 ServiceMonster) 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 + ServiceMonster 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 ServiceMonster integration.
- BlueFolder and ServiceMonster integration source code, module specs and credentials implementation.
- Our BlueFolder and ServiceMonster integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and ServiceMonster — 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
- ServiceMonster integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library