

Integrate BlueFolder with Myphoner
Send information between BlueFolder and Myphoner automatically, without writing any code, using Zoho Flow.
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Create leads in Myphoner for new contracts in BlueFolder
How it works


Create leads in Myphoner for new contracts in BlueFolder
BlueFolder + Myphoner

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Supported triggers and actions
Integrate BlueFolder and Myphoner using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Appointment added
Triggers when a new appointment is added

Service request added
Triggers when a new service request is added

Item added
Triggers when a new item is added

Customer added
Triggers when a new customer is added

Contract added
Triggers when a new contract is added

New call back
Triggers when a lead is marked for call back

Lead won
Triggers when a lead is marked as winner

Lead lost
Triggers when a lead is marked as loser

Archived lead
Triggers when a lead is archived
All Actions - Actions are the automated tasks

Create customer
Adds a new customer

Create item
Creates a new item

Create new appointment
Creates a new appointment

Add service request
Adds a new service request

Update service request
Updates an existing service request

Fetch customer
Fetches the details of an existing customer by ID

Create lead
Creates a new lead

Mark lead as winner
Marks the specified lead as winner

Update lead
Updates the details of an existing lead

Mark lead for call back
Marks the specified lead for a call back

Mark lead as loser
Marks the specified lead as loser
What is BlueFolder?
BlueFolder is a field service management solution for small to midsize businesses that helps users manage field jobs and crew across medical, manufacturing, property maintenance and IT industry.
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What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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