Connect BoldDesk and Office 365 to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

Office 365

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when new contact is created.

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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 Office 365

Frequently Asked Questions

How do I start an integration between BoldDesk and Office 365?

To start, connect both your BoldDesk and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Office 365 (or vice versa).

Can we customize how data from BoldDesk is recorded in Office 365?

Absolutely. You can customize how BoldDesk data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoldDesk and Office 365?

The data sync between BoldDesk and Office 365 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 Office 365?

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 Office 365?

Yes, you can set conditional logic to control the flow of data between BoldDesk and Office 365. 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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Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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