Connect BoldDesk and Plane.so to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldDesk
Choose an Action
Automatically do this!
Add a Project
Fetch all projects
Get Project Details
Update project details
Create an Issue
Retrieve Project Issues
Get a issue details
Delete an issue
Ready to use BoldDesk and Plane.so automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
Do thisActions
Action is the task that follows automatically within your BoldDesk integrations.
Create Ticket
Creates a new support ticket in BoldDesk.
Update Ticket
Updates an existing support ticket with new information.
Create Contact
Create a new contact.
Create Contact Group
Create a new contact group.
Create Ticket Note
Create note to an existing ticket.
Create Ticket Reply
Create reply to an existing ticket
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Frequently Asked Questions
To start, connect both your BoldDesk and Plane.so accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Plane.so (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in Plane.so. This includes choosing which data fields go into which fields of Plane.so, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and Plane.so typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoldDesk and Plane.so. 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.
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.
Learn MoreAbout Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
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