Connect BoldDesk and Freelo to Build Intelligent Automations

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BoldDesk

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Freelo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Created

New Task Created

Triggered when a new task is created in a project.

Project Created

Project Created

Triggered when a project is created.

Work Report Updated

Work Report Updated

Triggered when a work report is updated.

Comment Updated

Comment Updated

Triggered when a comment is updated.

Task Updated

Task Updated

Triggered when a task is updated.

Request a new Trigger for BoldDesk

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 Freelo?

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

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

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

How often does the data sync between BoldDesk and Freelo?

The data sync between BoldDesk and Freelo 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 Freelo?

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 Freelo?

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

About Freelo

Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.

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