STEP 1
Connect BoldDesk and Practice Better
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 Practice Better Integration
Keep BoldDesk and Practice Better in sync by integrating their events and actions. When support events happen in BoldDesk, update the Practice Better automatically - without any line of code in visual workflow builder.
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Learn about BoldDesk and Practice Better
Detailed info you need to know about BoldDesk and Practice Better 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]
Practice Better
All-in-one practice management platform for health and wellness practitioners to manage clients, sessions, billing, and care plans. [6]
How to connect BoldDesk to Practice Better
Set up your BoldDesk and Practice Better integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Practice Better 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 Practice Better. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Practice Better work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Practice Better 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 triggersPractice Better 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.
Practice Better modules
- Book a SessionBooks a new session for a client with a specified consultant and time slot.
- Cancel a PackageCancels an active service package for a client by its ID.
- Cancel a SessionCancels an existing session by its ID.
- Create a Blood MeasurementRecords a new blood measurement entry for a client.
- Create a Body MeasurementRecords a new body measurement or vital entry for a client.
- Create a Client Diet ProfileCreates a diet and lifestyle profile for a client.
- Create a Client RecordCreates a new client record in the practice.
- Create a Client Record Medical ProductsAdds medical product history entries to a client's record.
- Create a Client Record Medical ProfileCreates a medical history profile for a client's record.
- Create a Form RequestSends a new form request to a client for completion.
- Create a PackageCreates a new service package and assigns it to a client.
- Delete a Blood MeasurementPermanently deletes a blood measurement entry by its ID.
- Delete a Body MeasurementPermanently deletes a body measurement entry by its ID.
- Delete a Client RecordPermanently deletes a client record by its ID.
- Delete a Client Record Medical ProductRemoves a medical product history entry from a client's record.
- Delete a PackagePermanently deletes a client service package by its ID.
- Delete a SessionPermanently deletes a session by its ID.
- Get a Blood MeasurementRetrieves a single blood measurement entry by its ID.
- Get a Body MeasurementRetrieves a single body measurement or vital entry by its ID.
- Get a Client Diet ProfileRetrieves the diet and lifestyle profile for a given client.
- Get a Client RecordRetrieves the details of a single client record by its ID.
- Get a Client Record Medical ProductsRetrieves the medical product history for a given client record.
- Get a Client Record Medical ProfileRetrieves the medical history profile for a given client record.
- Get a CMS-1500 FormRetrieves a single CMS-1500 insurance claim form by its ID.
- Get a Form RequestRetrieves a single form request by its ID.
- Get a Lab RequestRetrieves a single lab request by its ID.
- Get a Lab Request AttachmentRetrieves a specific attachment from a lab request by its lab request ID and attachment ID.
- Get a PackageRetrieves a single client service package by its ID.
- Get a ProgramRetrieves a single program by its ID.
- Get a ProtocolRetrieves a single care protocol by its ID.
- Get a Protocol AttachmentRetrieves a specific attachment from a protocol by its protocol ID and attachment ID.
- Get a SessionRetrieves a single session by its ID.
- Get a Session NoteRetrieves a single session note by its ID.
- Get a SuperbillRetrieves a single superbill by its ID.
- Get a TaskRetrieves a single task by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get Consultant ProfileRetrieves the profile details of a practitioner or consultant by their ID.
- Get Insurance ClaimRetrieves a summary of insurance claims submitted to an integrated insurance partner.
- Get Payment HistoryRetrieves a summary of payments collected and payment history for a specified period.
- Get Sales TaxRetrieves sales tax information for payments processed within a given period.
- Get Transaction StatementRetrieves transaction details for a specified period.
- List Availability SlotsReturns a list of available time slots from a consultant's calendar.
- List Blood MeasurementsReturns a list of blood measurement entries for a given client.
- List Body MeasurementsReturns a list of body measurements and vitals for a given client.
- List Client RecordsReturns a paginated list of client records in the practice.
- List CMS-1500 FormsReturns a list of CMS-1500 insurance claim forms.
- List ConsultantsReturns a list of practitioners and admin users in the practice.
- List Form RequestsReturns a list of form requests sent to clients.
- List FormsReturns a list of intake and assessment forms in the practice.
- List InvoicesReturns a list of client invoices.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Practice Better 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 Practice Better.
Connect your BoldDesk and Practice Better 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 "Book a Session" in Practice Better. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Practice Better has 72 actions (including Book a Session, Cancel a Package, and Cancel a Session). 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-Practice Better 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 Practice Better) 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 + Practice Better 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 Practice Better integration.
- BoldDesk and Practice Better integration source code, module specs and credentials implementation.
- Our BoldDesk and Practice Better integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Practice Better — 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
- Practice Better integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library