STEP 1
Connect BoldDesk and Help Scout
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 Help Scout Integration
Keep BoldDesk and Help Scout in sync by integrating their events and actions. When support events happen in BoldDesk, update the Help Scout automatically - without any line of code in visual workflow builder.
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Learn about BoldDesk and Help Scout
Detailed info you need to know about BoldDesk and Help Scout 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]
Help Scout
Shared inbox for conversations, customers, and mailboxes — threads, tags, reports, and webhook watches. [6]
How to connect BoldDesk to Help Scout
Set up your BoldDesk and Help Scout integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Help Scout 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 Help Scout. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Help Scout work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Help Scout 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 triggersHelp Scout 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.
Help Scout modules
- Create AddressCreates a customer address.
- Create Chat HandleAdds a chat handle to a customer.
- Create Chat ThreadAdds a chat thread to a conversation.
- Create ConversationCreates a new conversation.
- Create CustomerCreates a new customer.
- Create Customer Property DefinitionCreates a customer property definition.
- Create Customer ThreadAdds a customer thread to a conversation.
- Create EmailAdds an email address to a customer.
- Create NoteAdds a note to a conversation.
- Create OrganizationCreates a new organization.
- Create Organization Property DefinitionCreates an organization property definition.
- Create PhoneAdds a phone number to a customer.
- Create Phone ThreadAdds a phone thread to a conversation.
- Create Reply ThreadAdds a reply to a conversation.
- Create Saved ReplyCreates a saved reply.
- Create Social ProfileAdds a social profile to a customer.
- Create UserCreates a new user.
- Create WebsiteAdds a website to a customer.
- Delete AddressDeletes a customer address.
- Delete AttachmentDeletes an attachment.
- Delete Chat HandleDeletes a customer chat handle.
- Delete ConversationDeletes an existing conversation.
- Delete CustomerDeletes an existing customer.
- Delete Customer AsynchronouslyDeletes a customer asynchronously.
- Delete Customer Property DefinitionDeletes a customer property definition.
- Delete EmailDeletes a customer email address.
- Delete OrganizationDeletes an existing organization.
- Delete Organization Property DefinitionDeletes an organization property definition.
- Delete PhoneDeletes a customer phone number.
- Delete Saved ReplyDeletes a saved reply.
- Delete SnoozeRemoves the snooze from a conversation.
- Delete Social ProfileDeletes a customer social profile.
- Delete Thread ScheduleDeletes a scheduled thread.
- Delete UserDeletes an existing user.
- Delete WebsiteDeletes a customer website.
- Download Attachment FileDownloads the file for an attachment.
- Get AddressReturns a customer address.
- Get Attachment DataReturns metadata for an attachment.
- Get Chat ReportReturns the chat report.
- Get Company Customers Helped ReportReturns the company customers-helped report.
- Get Company Drilldown ReportReturns the company drilldown report.
- Get Company Overall ReportReturns the company overall report.
- Get ConversationReturns a single conversation.
- Get Conversation ReassignmentReturns conversation reassignment settings for a user.
- Get Conversations Busy Times ReportReturns the busiest times report.
- Get Conversations Drilldown ReportReturns the conversations drilldown report.
- Get Conversations Field Drilldown ReportReturns the conversations field drilldown report.
- Get Conversations Overall ReportReturns the conversations overall report.
- Get CustomerReturns a single customer.
- Get Docs Overall ReportReturns the docs overall report.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Help Scout 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 Help Scout.
Connect your BoldDesk and Help Scout 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 Address" in Help Scout. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Help Scout has 139 actions (including Create Address, Create Chat Handle, and Create Chat Thread). 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-Help Scout 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 Help Scout) 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 + Help Scout 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 Help Scout integration.
- BoldDesk and Help Scout integration source code, module specs and credentials implementation.
- Our BoldDesk and Help Scout integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Help Scout — 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
- Help Scout integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library