Connect BoldDesk and click2mail to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

click2mail

Automatically do this!

Enable Integrations or automations with these events of BoldDesk and click2mail

Enable Integrations or automations with these events of BoldDesk and click2mail

Actions

Create Ticket

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create Contact

Create a new contact.

Create Contact Group

Create Contact Group

Create a new contact group.

Create Ticket Note

Create Ticket Note

Create note to an existing ticket.

Create Ticket Reply

Create Ticket Reply

Create reply to an existing ticket

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Frequently Asked Questions

How do I start an integration between BoldDesk and click2mail?

To start, connect both your BoldDesk and click2mail accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in click2mail (or vice versa).

Can we customize how data from BoldDesk is recorded in click2mail?

Absolutely. You can customize how BoldDesk data is recorded in click2mail. This includes choosing which data fields go into which fields of click2mail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoldDesk and click2mail?

The data sync between BoldDesk and click2mail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoldDesk to click2mail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoldDesk and click2mail?

Yes, you can set conditional logic to control the flow of data between BoldDesk and click2mail. 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.

BoldDesk

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.

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click2mail

About click2mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

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