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
Build your own integrations between BlueFolder and 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
Archived lead
Triggers when a lead is archived
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
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 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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
