IntegrationsSetmore AppointmentsBoldDesk
Setmore Appointments + BoldDesk

Connect Setmore Appointments and BoldDesk to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

BoldDesk

Automatically do this!

Enable Integrations or automations with these events of Setmore Appointments and BoldDesk

Enable Integrations or automations with these events of Setmore Appointments and BoldDesk

Actions

Create Appointment

Create Appointment

Create a new appointment.

Create Customer

Create Customer

Create a new Customer.

Create Ticket

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create Contact

Create a new contact.

Create Contact Group

Create Contact Group

Create a new contact group.

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Frequently Asked Questions

How do I start an integration between Setmore Appointments and BoldDesk?

To start, connect both your Setmore Appointments and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in BoldDesk (or vice versa).

Can we customize how data from Setmore Appointments is recorded in BoldDesk?

Absolutely. You can customize how Setmore Appointments 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.

How often does the data sync between Setmore Appointments and BoldDesk?

The data sync between Setmore Appointments and BoldDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Setmore Appointments to BoldDesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Setmore Appointments and BoldDesk?

Yes, you can set conditional logic to control the flow of data between Setmore Appointments 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.

Setmore Appointments

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

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BoldDesk

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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