Connect BoldDesk and Hub Planner to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

Hub Planner

Automatically do this!

Enable Integrations or automations with these events of BoldDesk and Hub Planner

Enable Integrations or automations with these events of BoldDesk and Hub Planner

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 Hub Planner?

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

Can we customize how data from BoldDesk is recorded in Hub Planner?

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

How often does the data sync between BoldDesk and Hub Planner?

The data sync between BoldDesk and Hub Planner 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 Hub Planner?

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 Hub Planner?

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

About Hub Planner

Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.

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