Connect Preset Cloud and BoldDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
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
Enable Integrations or automations with these events of Preset Cloud and BoldDesk
Enable Integrations or automations with these events of Preset Cloud and BoldDesk
Actions
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
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.
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Frequently Asked Questions
To start, connect both your Preset Cloud and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in BoldDesk (or vice versa).
Absolutely. You can customize how Preset Cloud 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 Preset Cloud 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 Preset Cloud 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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn MoreAbout 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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