Connect BoldDesk and CompanyCam to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

CompanyCam

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a document is added to a project.

New Photo

New Photo

Triggers when a new photo is added to a company project.

New Project

New Project

Triggers when you add a new project.

Todo / Checklist Completed

Todo / Checklist Completed

Triggers when a checklist is completed.

Photo Tagged

Photo Tagged

Triggers when a photo is tagged

Comment Created

Comment Created

Triggers when a new comment is created.

Do thisActions

Action is the task that follows automatically within your BoldDesk integrations.

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 CompanyCam?

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

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

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

How often does the data sync between BoldDesk and CompanyCam?

The data sync between BoldDesk and CompanyCam 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 CompanyCam?

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 CompanyCam?

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

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

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