STEP 1
Connect BoldDesk and DaySmart Vet
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
BoldDesk and DaySmart Vet Integration
Connect BoldDesk and DaySmart Vet to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about BoldDesk and DaySmart Vet
Detailed info you need to know about BoldDesk and DaySmart Vet integrations in WEXTL. Explore which modules apps support and how you connect them.
BoldDesk
Customer support help desk platform for managing tickets, live chat, contacts, and approval workflows. [5]
DaySmart Vet
Cloud veterinary practice management for scheduling, records, and client communication. [6]
How to connect BoldDesk to DaySmart Vet
Set up your BoldDesk and DaySmart Vet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and DaySmart Vet nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between BoldDesk and DaySmart Vet. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and DaySmart Vet work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and DaySmart Vet that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
BoldDesk triggersDaySmart Vet actions
BoldDesk modules
- 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 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 a GroupCreate a new group in BoldDesk for ticket or chat operations.
- 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 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 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 Activity WatcherRemove a user from the watchers list of an activity.
- Delete a MessageDelete a specific message from a chat conversation using its message ID.
- 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 a Ticket WorklogDelete a ticket worklog using the worklog 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.
- Get a ContactRetrieve contact details in BoldDesk using the contact’s user 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 a GroupRetrieve the details of a specific group using the group ID.
DaySmart Vet modules
- Cancel a Wellness PlanCancels a wellness plan for a user or customer.
- Create a ClientCreates a client in the system.
- Create an AppointmentCreates an appointment in the specified calendar.
- Create a PatientCreates a new patient record in the system.
- Create a PaymentCreates a payment within the payment processing service.
- Create a Wellness PlanCreates a wellness plan based on specific criteria or preferences.
- Get a ClientRetrieves the information of a client from the service.
- Get an AppointmentRetrieves an appointment from the service based on specified criteria.
- Get an Inventory AdjustmentRetrieves details of a specific inventory adjustment.
- Get an Inventory ItemRetrieves information about a specific inventory item.
- Get an Inventory PurchaseRetrieves details of an inventory purchase by its ID.
- Get a PatientRetrieves information about a specific patient based on their ID or other identifiers.
- Get AppointmentsRetrieves scheduled appointments for a user or service.
- Get a Wellness PlanRetrieves a wellness plan based on specified criteria or user needs.
- Get ClientsRetrieves a list of clients from the service.
- Get ContactsRetrieves contacts from the service.
- Get Inventory AdjustmentsRetrieves inventory adjustments for a specified range or criteria.
- Get Inventory ItemsRetrieves inventory items from the specified source.
- Get Inventory PurchasesRetrieves inventory purchases from a specified source.
- Get InvoicesRetrieves invoices from a service.
- Get Medical NotesRetrieves medical notes from the service.
- Get PatientsRetrieves a list of patients from the database.
- Get PaymentsRetrieves payment details from the service.
- Get Staff MembersRetrieves information about staff members from the service.
- Get Time SheetsRetrieves time sheets from the service.
- Get Wellness PlansRetrieves wellness plans based on specific criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ClientUpdates the information of an existing client in the service.
- Update an AppointmentUpdates an appointment with new details.
- Update an Appointment StatusUpdates the status of an appointment in the system.
- Update a PatientUpdates a patient's information in the system.
- Update a Wellness PlanUpdates a wellness plan for a specific user.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch InventoriesTriggers when there is a change in the inventory data.
- Watch Inventory AdjustmentsTriggers when an inventory adjustment is made.
- Watch Inventory PurchasesTriggers when an inventory purchase is made.
- Watch InvoicesTriggers when a new invoice is created or an existing invoice is updated.
- Watch Medical NotesTriggers when a new medical note is created.
- Watch PatientsTriggers when a new patient is added or updated.
- Watch PaymentsTriggers when a new payment is made.
- Watch StaffsTriggers when a new staff member is added or updated in the system.
- Watch Time SheetsTriggers when a new time sheet is created.
- Watch Wellness PlansTriggers when a wellness plan is added or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and DaySmart Vet integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting BoldDesk and DaySmart Vet.
Connect your BoldDesk and DaySmart Vet accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when BoldDesk's "Watch Activity" fires, WEXTL can "Cancel a Wellness Plan" in DaySmart Vet. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); DaySmart Vet has 32 actions (including Cancel a Wellness Plan, Create a Client, and Create an Appointment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. BoldDesk-to-DaySmart Vet automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment BoldDesk (or DaySmart Vet) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your BoldDesk + DaySmart Vet automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the BoldDesk and DaySmart Vet integration.
- BoldDesk and DaySmart Vet integration source code, module specs and credentials implementation.
- Our BoldDesk and DaySmart Vet integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and DaySmart Vet — 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.
- BoldDesk integration information
- DaySmart Vet integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library