Connect BoldDesk and PDF Blocks to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

PDF Blocks

Automatically do this!

Enable Integrations or automations with these events of BoldDesk and PDF Blocks

Enable Integrations or automations with these events of BoldDesk and PDF Blocks

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 PDF Blocks?

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

Can we customize how data from BoldDesk is recorded in PDF Blocks?

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

How often does the data sync between BoldDesk and PDF Blocks?

The data sync between BoldDesk and PDF Blocks 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 PDF Blocks?

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 PDF Blocks?

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

About PDF Blocks

PDF actions for your zaps: Merge PDF documents, protect PDFs with a password, watermark PDF documents, and more.

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