IntegrationsBoldDeskForm Publisher
BoldDesk + Form Publisher

Connect BoldDesk and Form Publisher to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

Form Publisher

Automatically do this!

Enable Integrations or automations with these events of BoldDesk and Form Publisher

Enable Integrations or automations with these events of BoldDesk and Form Publisher

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 Form Publisher?

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

Can we customize how data from BoldDesk is recorded in Form Publisher?

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

How often does the data sync between BoldDesk and Form Publisher?

The data sync between BoldDesk and Form Publisher 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 Form Publisher?

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 Form Publisher?

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

About Form Publisher

Form Publisher is a tool that automates the process of generating documents from form responses. It allows users to create customized documents, such as PDFs, Word files, or Google Docs, based on the data collected from forms. This service is ideal for businesses and individuals who need to streamline document creation and management.

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