Zapier and Zap
Zapier is a web-based automation tool that allows you to integrate with various apps and services in less time. This induces you to use Zaps for creating workflow sequences.
A Zap is a pre-programmed workflow that includes a trigger and one or more actions. This will execute the actions whenever the trigger event occurs.
Supported triggers
The supported triggers are listed in the following table.
| Trigger Events | Triggered when |
| Create Ticket | A new ticket is created. |
| Update Ticket | 1. Any fields can be changed in the existing ticket. 2. A ticket is marked as spam. 3. A ticket is removed from spam. 4. A ticket is deleted softly. 5. A ticket is restored. |
| Create Ticket Reply | A new reply is created. |
| Create Ticket Note | A new note is added. |
| Create Contact | A new contact is created. |
| Update Contact | 1. Any fields can be changed in the existing contact. 2. A contact is blocked. 3. A contact is unblocked. 4. A contact is deleted softly. 5. A contact is restored. |
| Create Contact Group | A new contact group is created. |
| Update Contact Group | Any fields can be changed in the existing contact group. |
Supported actions
The supported actions are listed in the following table.
| Actions | What do |
| Create Ticket | Create a new ticket |
| Update Ticket | Update an existing ticket. |
| Create Ticket Reply | Create a reply to the existing ticket. |
| Create Ticket Note | Create a note to the existing ticket. |
| Create Contact | Create a new contact. |
| Update Contact | Update an existing contact. |
| Create Contact Group | Create a new contact group. |
| Update Contact Group | Update an existing contact group. |
| Find Ticket | Search ticket by ticket ID. |
| Find Contact | Search contact (both agent and customers) by email ID. |
| Find Contact Group | Search contact group by name. |
Make a Zap trigger for BoldDesk
Follow the given steps to create a trigger in Zap:
- Sign in to your Zapier account or create a new account if you don’t have one already.
- In the left sidebar, navigate to the Zaps menu and click Create Zap.
- To configure the BoldDesk trigger, click Trigger.
- Search and select the app to perform the action. Then, select the trigger event from the dropdown list and click Continue.
- If you have already connected a BoldDesk account, select it from the dropdown list, or connect a new account.
- To connect a new BoldDesk account, enter the Domain Name and API Key and click Continue when the account is connected.
- Select the required brand to create a trigger and click Continue
Note: Selecting the brand will activate only the Zap if the ticket belongs to the selected brand. To trigger all brands, leave the brand field empty.
- Click Test Trigger to get the most recent data and click Continue.
- To get more recent data from the BoldDesk app, click Load More.
Make a Zap action for BoldDesk
Follow the given steps to create a trigger in Zap:
- Sign in to your Zapier account or create a new account if you don’t have one already.
- In the left sidebar, navigate to the Zaps menu and click Create Zap.
- To configure the BoldDesk action, click Action.
- Search and select the app to perform the action. Then, select the action event from the dropdown list and click Continue.
- If you have already connected a BoldDesk account, select it from the dropdown list or connect a new account.
- To connect a new BoldDesk account, enter the Domain Name and API Key and click Continue.
- Fill in the required fields from the previous steps or choose values from the dropdown list and click Continue.
Note: The fields will be refreshed/rendered based on the selected brand.
- Click Test and Continue for posting the data to the API to create or update the details in the BoldDesk.
If there are any errors, they will be displayed.
- Click Turn on Zap to enable the Zap after completing the test.
