STEP 1
Connect BoldDesk and eDesk
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 eDesk Integration
Build support workflows between BoldDesk and eDesk 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about BoldDesk and eDesk
Detailed info you need to know about BoldDesk and eDesk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect BoldDesk to eDesk
Set up your BoldDesk and eDesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and eDesk 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 eDesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and eDesk work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and eDesk 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 triggerseDesk 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 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.
- 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.
eDesk modules
- Create a MessageCreates a new message.
- Create a Sales OrderCreates a new sales order.
- Create a TagCreates a new tag.
- Create a TemplateCreates a new template.
- Create a TicketCreates a new ticket.
- Create an Order Note AttachmentAttaches a file to an order note.
- Create Order NoteCreates a new order note.
- Create Tracking Links for a Sales OrderCreates tracking links for a sales order.
- Delete a MessageDeletes an existing message.
- Delete a Sales OrderDeletes an existing sales order.
- Delete a TagDeletes an existing tag from the system.
- Delete a TemplateDeletes an existing template.
- Delete a TicketDeletes an existing ticket.
- Delete an Order NoteDeletes an existing order note.
- Delete Tracking LinksDeletes tracking links for a sales order.
- Get a MessageRetrieves a single message.
- Get a Sales OrderRetrieves a single sales order.
- Get a TagRetrieves a single existing tag.
- Get a TemplateRetrieves a single template.
- Get a TicketRetrieves a single existing ticket.
- Get an Order NoteRetrieves a single order note.
- Get Sales Order Tracking LinksRetrieves tracking links for a sales order.
- List ChannelsRetrieves all channels.
- List ContactsRetrieves all contacts.
- List Order NotesRetrieves all order notes.
- List Sales OrdersRetrieves all sales orders.
- List Tag GroupsRetrieves all tag groups.
- List TagsRetrieves all tags.
- List TemplatesRetrieves all templates.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a MessageUpdates a message in a given service.
- Update a Sales OrderUpdates an existing sales order.
- Update a TagUpdates an existing tag in the service.
- Update a TemplateUpdates an existing template.
- Update a TicketUpdates a ticket's information in the system.
- Update an Order NoteUpdates an order note in the system.
- Update Sales Order Tracking LinksUpdates tracking links for a sales order.
- Update Ticket DataUpdates ticket data in the system.
- Watch ChannelsTriggers when there are updates in a channel.
- Watch ContactsTriggers when contact changes occur.
- Watch Order NotesTriggers when order note changes occur.
- Watch Sales OrdersTriggers when a sales order is updated.
- Watch Tag GroupsTriggers when a tag group is updated.
- Watch TagsTriggers when there is an update to a tag.
- Watch TemplatesTriggers when a template is updated.
- Watch TicketsTriggers when a ticket is updated.
- Watch UsersTriggers when user updates occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and eDesk 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 eDesk.
Connect your BoldDesk and eDesk 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 Message" in eDesk. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); eDesk has 40 actions (including Create a Message, Create a Sales Order, and Create a Tag). 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-eDesk 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 eDesk) 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 + eDesk 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 eDesk integration.
- BoldDesk and eDesk integration source code, module specs and credentials implementation.
- Our BoldDesk and eDesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and eDesk — 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
- eDesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library