Connect BoldDesk and canopy connect to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldDesk
Choose an Action
Automatically do this!
- Request a new Action for canopy connect
Enable Integrations or automations with these events of BoldDesk and canopy connect
Enable Integrations or automations with these events of BoldDesk and canopy connect
Actions
Create Ticket
Creates a new support ticket in BoldDesk.
Update Ticket
Updates an existing support ticket with new information.
Create Contact
Create a new contact.
Create Contact Group
Create a new contact group.
Create Ticket Note
Create note to an existing ticket.
Create Ticket Reply
Create reply to an existing ticket
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your BoldDesk and canopy connect accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in canopy connect (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in canopy connect. This includes choosing which data fields go into which fields of canopy connect, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and canopy connect typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoldDesk and canopy connect. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
Learn MoreAbout canopy connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
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