STEP 1
Connect BoldDesk and EasyPractice
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 EasyPractice Integration
Build support workflows between BoldDesk and EasyPractice 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 EasyPractice
Detailed info you need to know about BoldDesk and EasyPractice 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]
EasyPractice
Practice management software for clinics to schedule appointments, manage clients, and send invoices. [6]
How to connect BoldDesk to EasyPractice
Set up your BoldDesk and EasyPractice integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and EasyPractice 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 EasyPractice. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and EasyPractice work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and EasyPractice 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 triggersEasyPractice 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.
EasyPractice modules
- Create a BookingCreates a new booking in the system.
- Create a CalendarCreates a calendar in the service.
- Create a Calendar PauseCreates a pause in a calendar schedule.
- Create a ClientCreates a client in the system.
- Create a Client TagCreates a new tag for a client.
- Create Multiple BookingsCreates multiple bookings in the system.
- Delete a BookingDeletes a booking from the service.
- Delete a Calendar PauseDeletes a calendar pause from the platform.
- Delete a ClientDeletes a client from the database.
- Delete a Client TagDeletes a client tag from the system.
- Download a Client Journal FileDownloads a client journal file from the system.
- Get a BookingRetrieves a booking.
- Get a CalendarRetrieves a calendar.
- Get a Calendar PauseRetrieves a calendar pause.
- Get a ClientRetrieves a client from the database.
- Get a Client Journal FileRetrieves a client journal file.
- Get a Client TagRetrieves a client tag from the service.
- Get Calendar Opening TimesRetrieves the opening times of a specific calendar.
- List Available DatesRetrieves all available dates from the service.
- List Available TimesRetrieves all available times.
- List BookingsRetrieves all bookings.
- List Calendar PausesRetrieves all calendar pauses.
- List CalendarsRetrieves all calendars.
- List Client Journal FilesRetrieves all client journal files.
- List ClientsRetrieves all clients.
- List Client TagsRetrieves all client tags.
- List InvoicesRetrieves all invoices.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Invoice as PaidMarks an invoice as paid in the system.
- Send an InvoiceSends an invoice to a specified recipient.
- Update a BookingUpdates a booking with the provided details.
- Update a Calendar PauseUpdates a calendar pause entry.
- Update a ClientUpdates a client in the system.
- Update a Client TagUpdates a client tag in the system.
- Update Opening TimesUpdates a calendar's opening times.
- Watch Available DatesTriggers when available dates are updated or newly listed.
- Watch Available TimesTriggers when there are available times to be monitored.
- Watch BookingsTriggers when a new booking is made.
- Watch ClientsTriggers when a new client is added or an existing client's information is updated.
- Watch Client TagsTriggers when client tags are changed.
- Watch EventsTriggers when a subscribed EasyPractice event occurs.
- Watch InvoicesTriggers when a new invoice is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and EasyPractice 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 EasyPractice.
Connect your BoldDesk and EasyPractice 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 a Booking" in EasyPractice. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); EasyPractice has 35 actions (including Create a Booking, Create a Calendar, and Create a Calendar Pause). 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-EasyPractice 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 EasyPractice) 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 + EasyPractice 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 EasyPractice integration.
- BoldDesk and EasyPractice integration source code, module specs and credentials implementation.
- Our BoldDesk and EasyPractice integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and EasyPractice — 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
- EasyPractice integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library