Connect BoldDesk and Podio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldDesk
Choose an Action
Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create a Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
Ready to use BoldDesk and Podio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
New Workspace
Triggers when you add a new space.
New Activity
Triggers whenever there is activity in your stream.
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
New View
Triggers when a new view is added.
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 Podio accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Podio (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in Podio. This includes choosing which data fields go into which fields of Podio, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and Podio 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 Podio. 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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
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