Integrate Myphoner with BlueFolder

Send information between Myphoner and BlueFolder 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.
Use this flow
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Create leads in Myphoner for new contracts in BlueFolder

BlueFolder + Myphoner

Build your own integrations between Myphoner and BlueFolder

Connect Myphoner and BlueFolder with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Myphoner and BlueFolder using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Archived lead

Triggers when a lead is archived

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

All Actions - Actions are the automated tasks

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

Create customer

Adds a new customer

Create item

Creates a new item

Create new appointment

Creates a new appointment

Add service request

Adds a new service request

Update service request

Updates an existing service request

Fetch customer

Fetches the details of an existing customer by ID

What is Myphoner?

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

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

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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