STEP 1
Connect BoldDesk and Dentally
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 Dentally Integration
Build support workflows between BoldDesk and Dentally on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about BoldDesk and Dentally
Detailed info you need to know about BoldDesk and Dentally integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect BoldDesk to Dentally
Set up your BoldDesk and Dentally integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Dentally 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 Dentally. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Dentally work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Dentally 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 triggersDentally 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.
Dentally modules
- Create an AppointmentCreates an appointment in the scheduling system.
- Create a PaymentCreates a payment transaction.
- Delete an AppointmentDeletes an appointment from the system.
- Delete a PaymentDeletes a payment record from the system.
- Get an AppointmentRetrieves an appointment by specifying its details.
- Get an InvoiceRetrieves an invoice based on the provided ID or criteria.
- Get a PaymentRetrieves details of a specific payment.
- Get a RoomRetrieves information about a specific room based on given criteria.
- Get a SiteRetrieves a site from the service using its unique ID.
- Get a TreatmentRetrieves information about a specific treatment.
- Get a Treatment AppointmentRetrieves details of a treatment appointment from the system.
- Get a Treatment PlanRetrieves a treatment plan for a specified patient or condition.
- Get a UserRetrieves a user's information from the service.
- Get a Waiting ListRetrieves a waiting list from the service.
- List AppointmentsRetrieves all appointments from the service.
- List Invoice ItemsRetrieves all invoice items.
- List InvoicesRetrieves all invoices.
- List PaymentsRetrieves all payments.
- List RoomsRetrieves all rooms.
- List Session AppointmentsRetrieves all session appointments.
- List SitesRetrieves all the sites.
- List Treatment AppointmentsRetrieves all treatment appointments.
- List Treatment PlansRetrieves all treatment plans.
- List TreatmentsRetrieves all treatments.
- List UsersRetrieves all users.
- List Waiting ListsRetrieves all waiting lists.
- Make an API CallPerforms an arbitrary authorized API request.
- Update an AppointmentUpdates an appointment with specified details.
- Update a SiteUpdates a site with new information or modifications.
- Update a UserUpdates a user in the database with the provided information.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch EventsTriggers when a Dentally webhook event is received.
- Watch Invoice ItemsTriggers when new invoice items are created or updated.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when new payments are received.
- Watch RoomsTriggers when a new room is created or updated.
- Watch Session AppointmentsTriggers when a new session appointment is scheduled.
- Watch Treatment AppointmentsTriggers when new treatment appointments are scheduled.
- Watch Treatment PlansTriggers when a new treatment plan is created or updated.
- Watch TreatmentsTriggers when a new treatment is added or updated.
- Watch UsersTriggers when a new user is created.
- Watch Waiting ListsTriggers when a new entry is added to a waiting list.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Dentally 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 Dentally.
Connect your BoldDesk and Dentally 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 "Create an Appointment" in Dentally. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Dentally has 30 actions (including Create an Appointment, Create a Payment, and Delete 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-Dentally 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 Dentally) 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 + Dentally 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 Dentally integration.
- BoldDesk and Dentally integration source code, module specs and credentials implementation.
- Our BoldDesk and Dentally integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Dentally — 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
- Dentally integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library