BoldDesk and LeanLaw Integration

BoldDesk modules

• Activate Agent Activate a previously deactivated agent using the agent's user ID.
• Add Activity Attachment To An Activity Upload and attach a file directly to an activity.
• Add Contact Groups to Contact Add one or more contact groups to a contact in BoldDesk.
• Add Member To Group Add one or more users to a group and configure their assignment permissions and ownership settings.
• Add Tags To Ticket Add one or more tags to a ticket using the ticket ID.
• Approve an Approver Approve an approval request for a specific approver using the approver GUID.
• Block a Contact Block a contact in BoldDesk. Optionally mark the contact’s associated tickets as spam.
• Cancel an Approver Cancel and remove a specific approver from an approval request using the approver GUID.
• Change Primary Contact Group Change the primary contact group associated with a contact in BoldDesk.
• Convert Contact to Agent Convert an existing contact into an agent in BoldDesk with specified roles, access, and settings.
• Create a Contact Create a new contact in BoldDesk with details such as name, email, phone number, groups, and custom fields.
• Create a Contact Note Add a new note to a contact in BoldDesk with optional subject and attachments.
• Create a Group Create a new group in BoldDesk for ticket or chat operations.
• Create a Ticket Create a new support ticket with subject, description, requester, priority, and custom fields.
• Create a Ticket Note Add a new public or private note to an existing ticket, including attachments, mentions, tags, billing details, and suspension information.
• Create Activity Comment Add a new comment to an existing activity by activity ID.
• Create Activity Watcher Subscribe a user as a watcher to an activity to receive updates on changes.
• Create an Activity Create a new activity and optionally associate it with tickets, users, collaborators, chats, and attachments.
• Create an Activity Attactment Upload an attachment for activities and receive an attachment token and cloud URL.
• Create an Agent Create a new agent in the organization with support for brands, roles, access scopes, groups, contact details, verification settings, and custom fields.
• Create an Approval Request Create a new approval request associated with a ticket and assign approvers.
• Create an Attachment Upload one or more attachments and receive attachment tokens and cloud URLs that can later be used in tickets or replies.
• Create And Link A Contact Create a new contact and link it to a visitor.
• Create Chat Attachments Upload an attachment for a chat conversation and receive an attachment token and URL.
• Create Conversation Ticket Link Link one or more support tickets to a chat conversation.
• Create New Approver Add one or more approvers to an existing approval request.
• Create Ticket Watcher Add a user as a watcher to a ticket using the ticket ID and user ID.
• Create Ticket Worklog Add a new worklog to a ticket.
• Deactivate an Agent Deactivate an active agent account using the agent's user ID.
• Delete a Contact Delete one or more contacts in BoldDesk. Optionally mark associated tickets as spam during deletion.
• Delete a Message Delete a specific message from a chat conversation using its message ID.
• Delete a Ticket Worklog Delete a ticket worklog using the worklog ID.
• Delete Activity Watcher Remove a user from the watchers list of an activity.
• Delete an Activity Permanently delete an activity record using the activity ID.
• Delete an Activity Attachment Delete an attachment associated with an activity.
• Delete an Activity Comment Delete a comment from an activity using the activity ID and comment ID.
• Delete an Approval Request Cancel an entire approval request using the approval request ID.
• Delete Attachment Delete an attachment using the attachment ID.
• Delete Contact Groups from Contact Remove one or more contact groups from a contact in BoldDesk.
• Delete Contact Note Delete a contact note in BoldDesk using its ID.
• Delete Conversations Permanently Permanently delete a chat conversation. This action cannot be undone.
• Delete Group Permanently delete a ticket or chat group using the group ID.
• Delete Member From Group Remove a user from a specific group using the group ID and user ID.
• Delete Ticket Delete a ticket using the ticket ID.
• Delete Ticket Watcher Remove a watcher from a ticket using the ticket ID and user ID.
• Get a Contact Retrieve contact details in BoldDesk using the contact’s user ID.
• Get a Group Retrieve the details of a specific group using the group ID.
• Get a Message Retrieve the details of a specific message in a chat conversation.
• Get a Visitor Retrieve the details of a visitor using the visitor ID.
• Get Activity Tags Retrieves a list of tags associated with an activity.