Connect BoldDesk and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldDesk
Choose an Action
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Ready to use BoldDesk and Simpro automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Job Updated
Triggers when a job is updated
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 Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Simpro (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and Simpro 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 Simpro. 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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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