Connect EKM and BoldDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Update Order with Status
New Order Status
New Order With Status
New Paid Order
Choose an Action
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Activity
List Webhooks
Ready to use EKM and BoldDesk automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
New Order With Status
Trigger when new order is added that match to the given order status.
Do thisActions
Action is the task that follows automatically within your EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Update Product Variant
Modify the details of an existing product variant.
Create Ticket
Creates a new support ticket in BoldDesk.
Update Ticket
Updates an existing support ticket with new information.
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Frequently Asked Questions
To start, connect both your EKM and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in BoldDesk (or vice versa).
Absolutely. You can customize how EKM data is recorded in BoldDesk. This includes choosing which data fields go into which fields of BoldDesk, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and BoldDesk 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 EKM and BoldDesk. 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.
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