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.
What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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