Connect BoldDesk and Gmail to Build Intelligent Automations

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BoldDesk

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Gmail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New mail matches your specified search criteria

New mail matches your specified search criteria

Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.

New Email

New Email

Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Starred Email

New Starred Email

Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.

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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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Step by step guides to integrate BoldDesk and Gmail

Frequently Asked Questions

How do I start an integration between BoldDesk and Gmail?

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

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

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

How often does the data sync between BoldDesk and Gmail?

The data sync between BoldDesk and Gmail 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 Gmail?

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 Gmail?

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

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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