Connect BoldDesk and ClearCRM
Integrate BoldDesk with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Ticket in BoldDesk when Get recent contracts from ClearCRM
Update Ticket in BoldDesk when Get recent contracts from ClearCRM
Create Contact in BoldDesk when Get recent contracts from ClearCRM
Create Contact Group in Bolddesk when Get recent contracts from ClearCRM
Create Ticket Note in BoldDesk when Get recent contracts from ClearCRM
Popular BoldDesk + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
BoldDesk
When this happens...
- Request a new Trigger for BoldDesk
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Create Ticket in BoldDesk when Get recent contracts from ClearCRM
Use this flowUpdate Ticket in BoldDesk when Get recent contracts from ClearCRM
Use this flowCreate Contact in BoldDesk when Get recent contracts from ClearCRM
Use this flowCreate Contact Group in Bolddesk when Get recent contracts from ClearCRM
Use this flowCreate Ticket Note in BoldDesk when Get recent contracts from ClearCRM
Use this flowCreate Ticket Reply in BoldDesk when Get recent contracts from ClearCRM
Use this flowUpdate Contact in Bolddesk when Get recent contracts from ClearCRM
Use this flowUpdate Contact Group in Bolddesk when Get recent contracts from ClearCRM
Use this flowList Activity from BoldDesk when Get recent contracts from ClearCRM
Use this flowList Webhooks from BoldDesk when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between BoldDesk and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your BoldDesk integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldDesk and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoldDesk and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where BoldDesk triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in BoldDesk. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoldDesk and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldDesk and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
