Connect BoldDesk and Grist to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

Grist

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Triggers when a new Record is created.

Updated Record

Updated Record

Triggers when a Record is updated.

New Team Created

New Team Created

Trigger When A new Team Create

New or Updated Record

New or Updated Record

Triggers when a Record is updated, or a new Record is added.

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 Grist?

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

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

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

How often does the data sync between BoldDesk and Grist?

The data sync between BoldDesk and Grist 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 Grist?

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 Grist?

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

About Grist

Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.

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