BoldDesk and Salesflare
How to connect BoldDesk
- Via Zapier — 22 operations available. Set it up ↗
- Via Make — 26 modules available. Set it up ↗
What you can automate
- When new Task in Salesflare, create Ticket Note in BoldDesk.
About BoldDesk
BoldDesk is a help desk software for managing your support email, automating repetitive tasks, and improving your customer’s experience.
BoldDesk operations on Zapier
Triggers (8)
Start a workflow when this happens
- Create Contact — Triggers when a new contact is created.
- Create Contact Group — Triggers when a new contact group is created.
- Create Ticket — Triggers when a new support ticket is created.
- Create Ticket Note — Triggers when a new note is added to existing ticket.
- Create Ticket Reply — Triggers when a new message is added to an existing ticket.
Show 3 more triggers
- Update Contact — Triggers when existing contact is updated.
- Update Contact Group — Triggers when existing contact group is updated.
- Update Ticket — Triggers when a ticket is updated.
Actions (8)
Things Salesflare can make it do
- Create Contact — Create a new contact.
- Create Contact Group — Create a new contact group
- Create Ticket — Create a new ticket
- Create Ticket Note — Create note to an existing ticket
- Create Ticket Reply — Create reply to an existing ticket
Show 3 more actions
- Update Contact — Update an existing contact
- Update Contact Group — Update an existing contact group
- Update Ticket — Update an existing ticket
Searches (6)
Look up existing records
- Find Contact — Find contact by email id
- Find Contact Group — Find contact group by name
- Find Contact Group by External Reference Id — Find Contact Group by External Reference Id
- Find Contact by External Reference Id — Find Contact by External Reference Id
- Find Ticket — Find Ticket by ticket Id
Show 1 more searches
- Find Ticket by External Reference Id — Find Ticket by External Reference Id
BoldDesk operations on Make
Triggers (11)
Start a workflow when this happens
- Watch contact groups — Triggers when a contact group is created or updated.
- Watch contacts — Triggers when a contact is created or updated.
- Watch new contact groups — Triggers when a contact group is created.
- Watch new contacts — Triggers when a contact is created.\n
- Watch new tickets — Triggers when a ticket is created.\n
Show 6 more triggers
- Watch ticket notes — Triggers when a note is added to an existing ticket.
- Watch ticket replies — Triggers when a reply is added to an existing ticket.
- Watch tickets — Triggers when a ticket is created or updated, including when notes or replies are added.
- Watch updated contact groups — Triggers when a contact group is updated.\n
- Watch updated contacts — Triggers when a contact is updated.\n
- Watch updated tickets — Triggers when a ticket is updated.\n
Actions (9)
Things Salesflare can make it do
- Create a contact — Create a new contact.
- Create a contact group — Create a new contact group.
- Create a ticket — Create a new ticket.
- Create a ticket note — Add a note to an existing ticket.\n
- Create a ticket reply — Add a reply to an existing ticket.
Show 4 more actions
- Make an API call — Performs an arbitrary authorized API call.
- Update a contact — Update an existing contact.
- Update a contact group — Update an existing contact group.\n
- Update a ticket — Update an existing ticket.
Searches (6)
Look up existing records
- Get a contact — Find a contact by email address.
- Get a contact group — Find contact group by name.
- Get a ticket — Find a ticket by its ticket ID.
- Search contact groups — Find contact groups by its external reference ID.
- Search contacts — Find contacts by its external reference ID.
Show 1 more searches
- Search tickets — Find tickets by its external reference ID.
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