Integrate BlueFolder with Bigin by Zoho CRM
Send information between BlueFolder and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.
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Add a new service request in BlueFolder when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with BlueFolder using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically adds a new service request in BlueFolder. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow adds a new service request in BlueFolder.
Add a new service request in BlueFolder when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + BlueFolder
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Supported triggers and actions
Integrate BlueFolder and Bigin by Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Service request added
Triggers when a new service request is added
Note added
Triggers when a new note is added
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Pipeline record created
Triggers when a new pipeline record is created
Product created
Triggers when a new product is created
Call created
Triggers when a new call is created
Company created
Triggers when a new company is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Product updated
Triggers when any detail of an existing product is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Contact created or updated
Triggers when a new contact is created or updated
Event updated
Triggers when any detail of an existing event is updated
Contact updated
Triggers when any detail of an existing contact is updated
User added
Triggers when a new user is added
Event created
Triggers when a new event is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Company updated
Triggers when any detail of an existing company is updated
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 or update contact
Creates a new contact or updates the details of an existing contact
Create or update product
Creates a new product or updates the details of an existing product
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create tag
Creates a new tag in the selected module
Create call
Creates a new call
Remove tag from record
Removes an existing tag from the specified record
Send email
Sends an email to the specified contact
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Add note
Adds a note to the selected module
Create event
Creates a new event
Update product
Updates the details of an existing product
Update pipeline record
Updates the details of an existing pipeline record
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Update user
Updates the existing user
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or 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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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