Integrate BlueFolder with Coda
Send information between BlueFolder and Coda automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate BlueFolder and Coda using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Service request added
Triggers when a new service request is added
Item added
Triggers when a new item is added
Row updated
Triggers when a row is updated in the selected table
Row added
Triggers when a new row is added to the selected table
All Actions - Actions are the automated tasks
Create new appointment
Creates a new appointment
Add service request
Adds a new service request
Create customer
Adds a new customer
Create item
Creates a new item
Update service request
Updates an existing service request
Fetch customer
Fetches the details of an existing customer by ID
Create row
Creates a new row in the selected table
Copy document
Copies an existing document in Coda
Create blank document
Creates a new blank Coda document
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Update page
Updates an existing page in the specified document
Publish document
Publishes the existing Coda document by document ID
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Update row
Updates an existing row in the selected table
Fetch row
Fetches an existing row by ID
Find row
Searches for a Coda row in the selected table using a column match search
Fetch page
Fetches an existing page in given coda document by page name
Fetch document
Fetches an existing document by ID
Unpublish document
Unpublishes an already published Coda document using document ID
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 Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
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