STEP 1
Connect BoldDesk and Luma Health
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 Luma Health Integration
Connect BoldDesk and Luma Health to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about BoldDesk and Luma Health
Detailed info you need to know about BoldDesk and Luma Health 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]
Luma Health
Patient engagement platform for healthcare providers that automates appointment scheduling, reminders, and two-way messaging. [6]
How to connect BoldDesk to Luma Health
Set up your BoldDesk and Luma Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Luma Health 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 Luma Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Luma Health work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Luma Health 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 triggersLuma Health 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.
Luma Health modules
- Create AppointmentBooks a new appointment for a patient at a specified date, time, and location.
- Create EstimateGenerates a new cost estimate for a patient's upcoming treatment or procedure.
- Create MessageSends a new chat message to a patient via the Luma Health messaging channel.
- Create OfferCreates a new appointment offer to fill a cancellation slot on the patient waitlist.
- Create PatientRegisters a new patient record in Luma Health with demographic and contact information.
- Create RecallCreates a recall campaign to re-engage a patient due for a follow-up or preventive visit.
- Create ReportGenerates a new operational or analytics report for the practice.
- Create UserCreates a new staff user account in the Luma Health organization.
- Create WaitlistAdds a patient to the appointment waitlist for a specified provider or time slot.
- Delete AppointmentCancels and permanently removes an appointment record by its ID.
- Delete EstimatePermanently removes a cost estimate record by its ID.
- Delete OfferWithdraws and permanently removes a waitlist appointment offer by its ID.
- Delete PatientPermanently removes a patient record from Luma Health by its ID.
- Delete RecallPermanently removes a patient recall campaign by its ID.
- Delete ReportPermanently removes a saved report by its ID.
- Delete UserPermanently removes a staff user account from the Luma Health organization by its ID.
- Delete WaitlistRemoves a patient entry from the appointment waitlist by its ID.
- Get AppointmentRetrieves a single appointment record by its ID.
- Get AvailabilityRetrieves a single provider availability slot by its ID.
- Get EstimateRetrieves a single cost estimate record by its ID.
- Get MessageRetrieves a single patient message by its ID.
- Get OfferRetrieves a single waitlist appointment offer by its ID.
- Get PatientRetrieves a single patient record by its ID.
- Get Patient Contact PreferencesRetrieves the communication channel preferences (SMS, email, voice) for a specific patient.
- Get RecallRetrieves a single patient recall campaign by its ID.
- Get ReportRetrieves a single practice report by its ID.
- Get UserRetrieves a single staff user account by its ID.
- Get WaitlistRetrieves a single waitlist entry by its ID.
- List AppointmentsSearches and returns a list of appointments matching the specified filters.
- List AvailabilitiesReturns a list of open provider availability slots matching the specified criteria.
- List EstimatesReturns a list of cost estimates matching the specified filters.
- List MessagesReturns a list of patient messages matching the specified filters.
- List OffersReturns a list of waitlist appointment offers matching the specified filters.
- List PatientsReturns a list of patient records matching the specified search criteria.
- List RecallsReturns a list of patient recall campaigns matching the specified filters.
- List ReportsReturns a list of practice reports matching the specified filters.
- List Scheduler AvailabilitiesReturns available booking slots from the Luma Health online scheduler for patient self-scheduling.
- List UsersReturns a list of staff user accounts in the Luma Health organization.
- List WaitlistsReturns a list of appointment waitlist entries matching the specified filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the Luma Health API.
- Update AppointmentUpdates the details of an existing appointment such as time, provider, or status.
- Update AvailabilityModifies the schedule or settings of an existing provider availability slot.
- Update EstimateUpdates the details or amounts of an existing cost estimate.
- Update Message VisibilityUpdates the read or visibility status of an existing patient message.
- Update OfferUpdates the status or details of an existing waitlist appointment offer.
- Update PatientUpdates the demographic or contact information of an existing patient record.
- Update RecallUpdates the settings or status of an existing patient recall campaign.
- Update ReportUpdates the configuration or parameters of an existing practice report.
- Update SchedulerUpdates the configuration or rules of the Luma Health online patient scheduler.
- Update UserUpdates the profile or permissions of an existing staff user account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Luma Health 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 Luma Health.
Connect your BoldDesk and Luma Health 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 Appointment" in Luma Health. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Luma Health has 51 actions (including Create Appointment, Create Estimate, and Create Message). 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-Luma Health 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 Luma Health) 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 + Luma Health 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 Luma Health integration.
- BoldDesk and Luma Health integration source code, module specs and credentials implementation.
- Our BoldDesk and Luma Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Luma Health — 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
- Luma Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library