BoldDesk Integration

Customer support help desk platform for managing tickets, live chat, contacts, and approval workflows. Bring BoldDesk into AI assisted support workflows for faster triage and follow up. Start from Watch Activity and let Get a Contact or Get a Group handle the next step automatically.

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Supported triggers and actions for BoldDesk integration

Triggers can detect changes in BoldDesk and run actions that can create, search or modify data inside BoldDesk automatically [3] — exactly how you set them.

Watch ActivityTriggers when an activity is created or updated in BoldDesk.
Watch Activity AttachmentTriggers when a new attachment is added to an activity in BoldDesk.
Watch Activity CommentsTriggers when a new comment is added to an activity in BoldDesk.
Watch Approval RequestsWatch for new or updated approval requests.
Watch ConversationsWatch for new or updated chat conversations.
Watch MessagesWatch for new messages in a chat conversation.
Watch TicketWatch for newly created or updated tickets.
Watch Ticket UpdatesWatch for new or updated ticket replies and updates in a specific ticket.
Get a ContactRetrieve contact details in BoldDesk using the contact’s user ID.
Get a GroupRetrieve the details of a specific group using the group ID.
Get a MessageRetrieve the details of a specific message in a chat conversation.
Get a VisitorRetrieve the details of a visitor using the visitor ID.
Get Activity TagsRetreives a list of tags associated with an activity.
Get Agent By EmailRetrieve the details of an agent using their email address.
Get Agent By Group IdRetrieve a paginated list of agents associated with a specific group, with support for filtering, sorting, roles, shifts, and user filtering.
Get an Activity DetailRetrieve the details of an activity using the activity ID.
Get an AgentRetrieve the details of an agent using their user ID.
Get Contact by EmailRetrieve contact details in BoldDesk using an email address.
Get Contact FieldRetrieve details of a specific contact field in BoldDesk using its ID.
Get Conversation DetailsRetrieve the details of a chat conversation using the conversation ID.
Get Conversation ParticipantRetrieve the participant details of a chat conversation.
Get Conversation TagsRetrieve the list of tags associated with a chat conversation.
Get Request Details By IDRetrieve the details of an approval request using its unique ID.
Get Ticket DetailsRetrieve the full details of a ticket using the ticket ID.
Get Ticket TagRetrieve the list of tags associated with a specific ticket.
Get Ticket WatchersRetrieve the list of watchers associated with a ticket, including watcher details and current watch status.
Get User by EmailRetrieve a user’s profile details using their email address.
Get User by IDRetrieve a user’s profile details using their unique user ID.
List ActivityRetrieve a paginated list of activities with filtering, search, and sorting options.
List Activity AttachmentsRetrieve a paginated list of attachments associated with an activity.
List Activity CommentRetrieve a paginated list of activity comments.
List Activity StatusRetrieve a paginated list of activity statuses.
List Activity TypesRetrieve a paginated list of activity types.
List Activity WatchersRetrieve the list of watchers associated with an activity.
List Agent and Group CollectionsRetrieve a list of agents and groups. You can filter results and control inclusion or exclusion of specific agents or groups.
List AgentsRetrieve a paginated list of agents in the organization with support for filtering, sorting, availability status, verification status, copilot assignment, tags, and advanced query filters.
List Agents and CustomersRetrieve a list of agents and customers.
List Approval Request ListRetrieve a paginated list of approval requests with filtering, search, and sorting options.
List Approval Request Status CollectionRetrieve a paginated list of approval request statuses available in BoldDesk.
List Contact FieldsRetrieve a list of contact fields in BoldDesk. Use filters to find specific fields.
List Contact Groups by ContactRetrieve contact groups associated with a specific contact in BoldDesk. Filter and sort results as needed.
List Contact NotesRetrieve notes associated with a contact in BoldDesk. Browse notes with pagination and sorting.
List ContactsRetrieve a list of contacts from BoldDesk. Filter, sort, and paginate results to find specific contacts based on name, email, or other criteria.
List Conversation PrioritiesRetrieve the list of conversation priorities available in BoldDesk.
List Conversation StatusesRetrieve the list of conversation statuses available in BoldDesk.
List Conversation Ticket LinkRetrieve the list of tickets linked to a chat conversation.
List ConversationsRetrieve a paginated list of chat conversations.
List Deleted TicketsRetrieve a paginated list of deleted or spam-marked tickets with support for date filtering, brand filtering, and sorting.
List Group CollectionsRetrieve a paginated collection of groups and their associated module details.
List GroupsRetrieve a paginated list of groups in BoldDesk, including ticket and chat groups.
List Members By Group IdRetrieve a paginated list of users associated with a specific group.
List MessagesRetrieve a paginated list of messages from a chat conversation.
List Spam ConversationsRetrieve a paginated list of spam chat conversations.
List Spam TicketsRetrieve a paginated list of spam-marked tickets with support for filtering by date range, brands, and sorting options.
List Ticket AttachmentsRetrieve a paginated list of attachment details associated with a ticket.
List Ticket FieldsRetrieve a list of fields associated with tickets in BoldDesk, including system fields, custom fields, visibility settings, and field metadata.
List Ticket FormsRetrieve a paginated list of ticket form fields associated with a specific brand.
List Ticket HistoriesRetrieve all events, updates, automations, and transaction history records associated with a ticket.
List Ticket Metric ListsRetrieve a paginated list of ticket metrics using advanced filtering conditions and SLA-related ticket performance data.
List Ticket NotesRetrieve a paginated list of notes associated with a ticket, including attachments, message tags, and note metadata.
List Ticket PrioritiesRetrieve a paginated list of ticket priorities available in BoldDesk.
List Ticket SourcesRetrieve a paginated list of ticket sources available in BoldDesk.
List Ticket StatusesRetrieve a paginated list of ticket statuses available in BoldDesk.
List Ticket Update ListRetrieve a paginated list of ticket replies and updates across tickets using advanced filtering conditions.
List Ticket UpdatesRetrieve a paginated list of replies and updates associated with a ticket, including attachments, message tags, and update metadata.
List Ticket WorklogsRetrieve a paginated list of worklogs associated with a ticket.
List TicketsRetrieve a paginated list of tickets with support for advanced filtering, field selection, brand filtering, and sorting.
List User Contact GroupsRetrieve a list of contact groups associated with a specific user.
List VisitorsRetrieve a paginated list of visitors.
Activate AgentActivate a previously deactivated agent using the agent's user ID.
Add Activity Attachment To An ActivityUpload and attach a file directly to an activity.
Add Contact Groups to ContactAdd one or more contact groups to a contact in BoldDesk.
Add Member To GroupAdd one or more users to a group and configure their assignment permissions and ownership settings.
Add Tags To TicketAdd one or more tags to a ticket using the ticket ID.
Approve an ApproverApprove an approval request for a specific approver using the approver GUID.
Block a ContactBlock a contact in BoldDesk. Optionally mark the contact’s associated tickets as spam.
Cancel an ApproverCancel and remove a specific approver from an approval request using the approver GUID.
Change Primary Contact GroupChange the primary contact group associated with a contact in BoldDesk.
Convert Contact to AgentConvert an existing contact into an agent in BoldDesk with specified roles, access, and settings.
Create a ContactCreate a new contact in BoldDesk with details such as name, email, phone number, groups, and custom fields.
Create a Contact NoteAdd a new note to a contact in BoldDesk with optional subject and attachments.
Create a GroupCreate a new group in BoldDesk for ticket or chat operations.
Create a TicketCreate a new support ticket with subject, description, requester, priority, and custom fields.
Create a Ticket NoteAdd a new public or private note to an existing ticket, including attachments, mentions, tags, billing details, and suspension information.
Create Activity CommentAdd a new comment to an existing activity by activity ID.
Create Activity WatcherSubscribe a user as a watcher to an activity to receive updates on changes.
Create an ActivityCreate a new activity and optionally associate it with tickets, users, collaborators, chats, and attachments.
Create an Activity AttactmentUpload an attachment for activities and receive an attachment token and cloud URL.
Create an AgentCreate a new agent in the organization with support for brands, roles, access scopes, groups, contact details, verification settings, and custom fields.
Create an Approval RequestCreate a new approval request associated with a ticket and assign approvers.
Create an AttachmentUpload one or more attachments and receive attachment tokens and cloud URLs that can later be used in tickets or replies.
Create And Link A ContactCreate a new contact and link it to a visitor.
Create Chat AttachmentsUpload an attachment for a chat conversation and receive an attachment token and URL.
Create Conversation Ticket LinkLink one or more support tickets to a chat conversation.
Create New ApproverAdd one or more approvers to an existing approval request.
Create Ticket WatcherAdd a user as a watcher to a ticket using the ticket ID and user ID.
Create Ticket WorklogAdd a new worklog to a ticket.
Deactivate an AgentDeactivate an active agent account using the agent's user ID.
Delete a ContactDelete one or more contacts in BoldDesk. Optionally mark associated tickets as spam during deletion.
Delete a MessageDelete a specific message from a chat conversation using its message ID.
Delete a Ticket WorklogDelete a ticket worklog using the worklog ID.
Delete Activity WatcherRemove a user from the watchers list of an activity.
Delete an ActivityPermanently delete an activity record using the activity ID.
Delete an Activity AttachmentDelete an attachment associated with an activity.
Delete an Activity CommentDelete a comment from an activity using the activity ID and comment ID.
Delete an Approval RequestCancel an entire approval request using the approval request ID.
Delete AttachmentDelete an attachment using the attachment ID.
Delete Contact Groups from ContactRemove one or more contact groups from a contact in BoldDesk.
Delete Contact NoteDelete a contact note in BoldDesk using its ID.
Delete Conversations PermanentlyPermanently delete a chat conversation. This action cannot be undone.
Delete GroupPermanently delete a ticket or chat group using the group ID.
Delete Member From GroupRemove a user from a specific group using the group ID and user ID.
Delete TicketDelete a ticket using the ticket ID.
Delete Ticket WatcherRemove a watcher from a ticket using the ticket ID and user ID.
Link a ContactLink a visitor to an existing user/contact.
Make An API CallPerforms an arbitrarily authorized API request against the BoldDesk API.
Mark Ticket as SpamMark a ticket as spam and optionally block the contact associated with the ticket.
Merge ContactMerge one or more contacts into a primary contact in BoldDesk.
Permanently Delete a VisitorPermanently delete one or more visitors and all associated conversations.
Permanently Delete ContactPermanently delete one or more contacts in BoldDesk. Optionally force deletion even if the contact is active.
Reject an ApproverReject an approval request for a specific approver using the approver GUID.
Remove Tags From TicketRemove one or more tags from a ticket.
Remove Ticket From SpamRemove a ticket from the spam queue and restore it to normal ticket status.
Reply TicketAdd a new reply or public update to an existing ticket, including attachments and message tags.
Restore ConversationsRestore a deleted chat conversation.
Restore TicketRestore a previously deleted ticket using the ticket ID.
Send a MessageSend a message to an existing chat conversation.
Send an Approval ReminderSend a reminder notification to pending approvers on an existing approval request.
Send Email TranscriptSend a conversation transcript email to an agent or requester.
Unblock ContactUnblock a contact in BoldDesk. Optionally remove the contact’s associated tickets from spam.
Update a ContactUpdate an existing contact in BoldDesk by modifying one or more fields.
Update a ConversationUpdate fields of an existing chat conversation.
Update a Ticket WorklogUpdate an existing ticket worklog.
Update Agent Availability StatusUpdate the availability status of an agent using the agent's user ID and availability status ID.
Update Agent FieldUpdate selected fields of an existing agent, including custom fields, access scopes, brands, roles, and contact-related information.
Update an AgentUpdate an existing agent using the agent's user ID.
Update an ActivityUpdate the fields of an existing activity using the activity ID.
Update Approval RequestUpdate the fields of an existing approval request.
Update Contact NoteUpdate an existing contact note in BoldDesk with new details or attachments.
Update GroupUpdate the details of an existing group in BoldDesk.
Update Group Member Auto Assignment SettingsUpdate ticket and chat auto-assignment participation settings for a group member.
Update TicketUpdate the fields of an existing ticket such as status, priority, assignee, or custom fields.
Verify UserManually verify a user using their unique user ID.

How to integrate BoldDesk in automation workflow?

3 simple steps to make your BoldDesk connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select BoldDesk in workflow

Pick BoldDesk app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect BoldDesk

When prompted, authorize access to BoldDesk in WEXTL once. BoldDesk credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your BoldDesk account. Approve?

STEP 3

Build a workflow

Build your workflow with BoldDesk yourself or with WEXTL® AI Builder. Connect BoldDesk to any available integrations [5], or use HTTP node to go beyond them.

BoldDesk

How BoldDesk connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever BoldDesk app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that BoldDesk supports.

Full BoldDesk API documentation

The following table illustrates what fields BoldDesk integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how BoldDesk is connected in WEXTL builder [4].

Field	Type	Help
DomainRequired	text	Enter your domain (e.g., yourcompany.bolddesk.com).
API KeyRequired	password	Generate your API key in BoldDesk: Go to your profile → Personal Settings → API Keys tab → Create API Key, then paste it here.

Connect BoldDesk to popular apps on WEXTL

Enter a name of the other app you want to sync with BoldDesk below. Click on selected app to explore integration options with BoldDesk. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with BoldDesk integration

Select Watch Ticket trigger from BoldDesk - this will be a starting point in your automation. Whenever event happens in BoldDesk, workflow will start [7] from Watch Ticket node.

Search for Add Tags To Ticket, connect it as the next step of integration sequence. You can use filters between Watch Ticket and Add Tags To Ticket, so only important data pass from Watch Ticket to the next step. WEXTL gives you full control over the process of BoldDesk automation. All parts of workflow are visible on the canvas [4].

BoldDesk on WEXTL has 143 modules for crafting support automations. Explore BoldDesk documentation for more.

Video slide demonstrates how Watch Ticket and Add Tags To Ticket nodes are used in BoldDesk workflow.

Video slide demonstrates how Watch Ticket and Add Tags To Ticket [6] nodes are used in BoldDesk workflow.

Frequently asked questions

Common questions about automating BoldDesk in your workflows.

BoldDesk has 8 triggers, including "Watch Activity", "Watch Activity Attachment", and "Watch Activity Comments", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 135 actions, including "Get a Contact", "Get a Group", and "Get a Message", and more. Refer to our BoldDesk Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The BoldDesk integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by BoldDesk official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where BoldDesk provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever BoldDesk or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for BoldDesk inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with BoldDesk modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the BoldDesk integration.

BoldDesk integration source code, module specs and credentials implementation.
Internal BoldDesk integration documentation, structured input and output parameters, scopes, and authentication methods.
Official BoldDesk vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® BoldDesk App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

BoldDesk Integration

Supported triggers and actions for BoldDesk integration