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Zapier Integration with BoldDesk

Updated on : September 16, 2022

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 EventsTriggered when
Create TicketA new ticket is created.
Update Ticket1.       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 ReplyA new reply is created.
Create Ticket NoteA new note is added.
Create ContactA new contact is created.
Update Contact1.       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 GroupA new contact group is created.
Update Contact GroupAny fields can be changed in the existing contact group.

 

Supported actions

The supported actions are listed in the following table.

Actions What do
Create TicketCreate a new ticket
Update TicketUpdate an existing ticket.
Create Ticket ReplyCreate a reply to the existing ticket.
Create Ticket NoteCreate a note to the existing ticket.
Create ContactCreate a new contact.
Update ContactUpdate an existing contact.
Create Contact GroupCreate a new contact group.
Update Contact GroupUpdate an existing contact group.
Find TicketSearch ticket by ticket ID.
Find ContactSearch contact (both agent and customers) by email ID.
Find Contact GroupSearch contact group by name.

 

Make a Zap trigger for BoldDesk

Follow the given steps to create a trigger in Zap:

  1. Sign in to your Zapier account or create a new account if you don’t have one already.
  2. In the left sidebar, navigate to the Zaps menu and click Create Zap.
  3. To configure the BoldDesk trigger, click Trigger.
BoldDesk Trigger Option
BoldDesk Trigger Option
  1. Search and select the app to perform the action. Then, select the trigger event from the dropdown list and click Continue.
Choose App and Trigger Event
Choose App and Trigger Event
  1. If you have already connected a BoldDesk account, select it from the dropdown list, or connect a new account.
Choose BoldDesk Trigger Account
Choose BoldDesk Trigger Account
  1. To connect a new BoldDesk account, enter the Domain Name and API Key and click Continue when the account is connected.
Connecting a New Trigger Account
Connecting a New Trigger Account
  1. 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.

Set up Trigger
Set up Trigger
  1. Click Test Trigger to get the most recent data and click Continue.
 Test Trigger Option
Test Trigger Option
  1. To get more recent data from the BoldDesk app, click Load More.
More Recent Data
More Recent Data

 

Make a Zap action for BoldDesk

Follow the given steps to create a trigger in Zap:

  1. Sign in to your Zapier account or create a new account if you don’t have one already.
  2. In the left sidebar, navigate to the Zaps menu and click Create Zap.
  3. To configure the BoldDesk action, click Action.
BoldDesk Action Option
BoldDesk Action Option
  1. Search and select the app to perform the action. Then, select the action event from the dropdown list and click Continue.
Choose App and Action Event
Choose App and Action Event
  1. If you have already connected a BoldDesk account, select it from the dropdown list or connect a new account.
Choose Action Account
Choose Action Account
  1. To connect a new BoldDesk account, enter the Domain Name and API Key and click Continue.
Connecting a New Action Account
Connecting a New Action Account
  1. 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.

 Set up Action
Set up Action
  1. Click Test and Continue for posting the data to the API to create or update the details in the BoldDesk.
Test and Continue Action Option
Test and Continue Action Option

If there are any errors, they will be displayed.

 Test Action Error
Test Action Error
  1. Click Turn on Zap to enable the Zap after completing the test.
Test Action Successful
Test Action Successful

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