STEP 1
Connect BlueFolder and Smartsheet Resource Management
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 Smartsheet Resource Management Integration
BlueFolder
Smartsheet Resource Management
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep BlueFolder and Smartsheet Resource Management in sync by integrating their events and actions. When project management events happen in BlueFolder, update the Smartsheet Resource Management automatically - without any line of code in visual workflow builder.
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Learn about BlueFolder and Smartsheet Resource Management
Detailed info you need to know about BlueFolder and Smartsheet Resource Management 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]
Smartsheet Resource Management
Plan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. [6]
How to connect BlueFolder to Smartsheet Resource Management
Set up your BlueFolder and Smartsheet Resource Management integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BlueFolder and Smartsheet Resource Management 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 Smartsheet Resource Management. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BlueFolder and Smartsheet Resource Management work in WEXTL?
WEXTL exposes actions and triggers for BlueFolder and Smartsheet Resource Management 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 triggersSmartsheet Resource Management 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.
Smartsheet Resource Management modules
- Create a Budget ItemAdd a budget item to the specified project or phase.
- Create a Custom FieldCreate a new custom field on the account.
- Create a ProjectCreate a new Resource Management project.
- Create a Project AssignmentAssign a user to a specific project.
- Create a Project PhaseAdd a new phase to an existing project.
- Create a Project Time EntryLog a new time entry against a project.
- Create a UserAdd a new user to the Resource Management account.
- Create a User AssignmentAssign a user to an assignable.
- Create a User Time EntryLog a new time entry for a specific user.
- Create an ApprovalSubmit a new time-entry or expense approval record.
- Create an AssignmentCreate a new assignment on an assignable.
- Create an AvailabilityAdd a new availability time block to a user's profile.
- Create API TokenIssue an additional API token for the organization.
- Delete a Budget ItemRemove the matching project or phase budget item.
- Delete a Custom FieldRemove the custom field that matches the given id.
- Delete a ProjectRemove the matching project.
- Delete a Project AssignmentRemove the matching project assignment.
- Delete a Project PhaseRemove the matching project phase.
- Delete a UserRemove the matching user from the account.
- Delete a User AssignmentRemove the matching user assignment.
- Delete a User Time EntryRemove an existing user time entry.
- Delete an ApprovalDelete a pending approval record.
- Delete an AssignmentRemove the assignment that matches the given id.
- Delete an AvailabilityRemove an availability block from a user's profile.
- Delete API TokenRevoke the specified API token.
- Get a Budget ItemReturn the matching project or phase budget item.
- Get a Custom FieldReturn the custom field that matches the given id.
- Get a ProjectReturn the matching project or phase by id.
- Get a Project AssignmentReturn the matching project assignment.
- Get a Project Time EntryReturn a single time entry for a project by id.
- Get a Time EntryReturn a single time entry by id.
- Get a UserReturn the user that matches the given id.
- Get a User AssignmentReturn the matching user assignment by id.
- Get a User Time EntryReturn a single time entry for a user by id.
- Get an AssignableReturn the assignable that matches the given id.
- Get an AssignmentReturn the assignment that matches the given id.
- Get an AvailabilityReturn a single availability time block by id.
- List API TokensReturn every API token issued for the organization.
- List ApprovalsReturn submitted time-entry and expense approvals for the organization.
- List AssignablesReturn the assignables the connected account can access.
- List AssignmentsReturn the assignments the connected account can access.
- List AvailabilitiesReturn a paginated list of availability time blocks for a user.
- List Bill RatesReturn the bill rates the connected account can access.
- List Budget ItemsReturn project or phase budget items of the specified type.
- List Custom FieldsReturn the custom fields the connected account can access.
- List Project AssignmentsReturn the assignments on the matching project.
- List Project Bill RatesReturn the bill rates for the matching project.
- List Project MembersReturn the members of the matching project.
- List Project PhasesReturn the phases of the matching project.
- List ProjectsReturn the projects the connected account can access.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BlueFolder and Smartsheet Resource Management 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 Smartsheet Resource Management.
Connect your BlueFolder and Smartsheet Resource Management 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 Budget Item" in Smartsheet Resource Management. BlueFolder has 5 triggers (including Watch Appointments, Watch Attachments, and Watch Contracts); Smartsheet Resource Management has 69 actions (including Create a Budget Item, Create a Custom Field, and Create a Project). 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-Smartsheet Resource Management 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 Smartsheet Resource Management) 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 + Smartsheet Resource Management 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 Smartsheet Resource Management integration.
- BlueFolder and Smartsheet Resource Management integration source code, module specs and credentials implementation.
- Our BlueFolder and Smartsheet Resource Management integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BlueFolder and Smartsheet Resource Management — 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
- Smartsheet Resource Management integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library