

Integrate PipelineDeals with BlueFolder
Send information between PipelineDeals and BlueFolder automatically, without writing any code, using Zoho Flow.

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

New person, lead, or contact
Triggers when a new person, lead, or contact is created

New deal
Triggers when a new deal is created

Updated deal status
Triggers when the status of an existing deal is updated

Updated deal stage
Triggers when a deal is moved from one stage to another

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
All Actions - Actions are the automated tasks

Add person
Adds a new person

Create deal
Creates a new deal

Create activity
Creates a new activity associated with an existing person, company, or deal

Create task
Creates a new calendar task

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
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
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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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
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