Connect BoldDesk and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldDesk
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use BoldDesk and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
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
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Frequently Asked Questions
To start, connect both your BoldDesk and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Clientary (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and Clientary 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 Clientary. 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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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