
When this happens...

Automatically do this!
Enable Integrations or automations with these events of BoldDesk and workamajig
Creates a new support ticket in BoldDesk.
Updates an existing support ticket with new information.
Create a new contact.
Create a new contact group.
Create note to an existing ticket.
Create reply to an existing ticket
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BoldDesk and workamajig accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in workamajig (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in workamajig. This includes choosing which data fields go into which fields of workamajig, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and workamajig 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 workamajig. 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 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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