Connect toflow.ai and BoldDesk
Integrate toflow.ai with BoldDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Ticket in BoldDesk when When new tasks are created in toflow.ai
Update Ticket in BoldDesk when When new tasks are created in toflow.ai
Create Contact in BoldDesk when When new tasks are created in toflow.ai
Create Contact Group in Bolddesk when When new tasks are created in toflow.ai
Create Ticket Note in BoldDesk when When new tasks are created in toflow.ai
Popular toflow.ai + BoldDesk flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
BoldDesk
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
Create Ticket in BoldDesk when When new tasks are created in toflow.ai
Use this flowUpdate Ticket in BoldDesk when When new tasks are created in toflow.ai
Use this flowCreate Contact in BoldDesk when When new tasks are created in toflow.ai
Use this flowCreate Contact Group in Bolddesk when When new tasks are created in toflow.ai
Use this flowCreate Ticket Note in BoldDesk when When new tasks are created in toflow.ai
Use this flowCreate Ticket Reply in BoldDesk when When new tasks are created in toflow.ai
Use this flowUpdate Contact in Bolddesk when When new tasks are created in toflow.ai
Use this flowUpdate Contact Group in Bolddesk when When new tasks are created in toflow.ai
Use this flowList Activity from BoldDesk when When new tasks are created in toflow.ai
Use this flowList Webhooks from BoldDesk when When new tasks are created in toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and BoldDesk.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai and BoldDesk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between toflow.ai and BoldDesk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach BoldDesk. No coding required.
Yes. You can set up a workflow where toflow.ai triggers actions in BoldDesk, and a separate workflow where BoldDesk triggers actions in toflow.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between toflow.ai and BoldDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai and BoldDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
