Integrate BlueFolder with OnePageCRM
Send information between BlueFolder and OnePageCRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate BlueFolder and OnePageCRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Appointment added
Triggers when a new appointment is added
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
All Actions - Actions are the automated tasks
Create item
Creates a new item
Create new appointment
Creates a new appointment
Add service request
Adds a new service request
Create customer
Adds a new customer
Update service request
Updates an existing service request
Fetch customer
Fetches the details of an existing customer by ID
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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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