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


Record and share leads generated by your field teams. This flow will create a new lead in Myphoner when a new contact is created in BlueFolder.


How it works
1) A new customer is created in BlueFolder.
2) Zoho Flow creates a new lead in Myphoner.
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Create leads in Myphoner for new contracts in BlueFolder

BlueFolder + Myphoner

Build your own integrations between BlueFolder and Myphoner

Connect BlueFolder and Myphoner 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 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.

Task Management

What is Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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