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Integrate PocketSmith with BlueFolder
Send information between PocketSmith and BlueFolder automatically, without writing any code, using Zoho Flow.
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Build your own integrations between PocketSmith and BlueFolder
Connect PocketSmith and BlueFolder with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PocketSmith and BlueFolder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Account created
Triggers when a new account belonging to the user is created
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Transaction made
Triggers when a new transaction is made in an account
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Appointment added
Triggers when a new appointment is added
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Service request added
Triggers when a new service request is added
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Item added
Triggers when a new item is added
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Customer added
Triggers when a new customer is added
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Contract added
Triggers when a new contract is added
All Actions - Actions are the automated tasks
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Create transaction
Creates a transaction in a transaction account
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Create account
Creates an account belonging to the user by their ID
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Create customer
Adds a new customer
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Create item
Creates a new item
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Create new appointment
Creates a new appointment
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Add service request
Adds a new service request
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Update service request
Updates an existing service request
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Fetch customer
Fetches the details of an existing customer by ID
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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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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