STEP 1
Connect BoldDesk and Semble
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 Semble Integration
Keep BoldDesk and Semble in sync by integrating their events and actions. When support events happen in BoldDesk, update the Semble automatically - without any line of code in visual workflow builder.
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Learn about BoldDesk and Semble
Detailed info you need to know about BoldDesk and Semble integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect BoldDesk to Semble
Set up your BoldDesk and Semble integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Semble 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 Semble. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Semble work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Semble 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 triggersSemble 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.
Semble modules
- Add a Label to a PatientAttach a label reference to a patient.
- Add a Line ItemAdd a line to an existing invoice.
- Add a Membership to a PatientAssign a membership plan to a patient.
- Add a Phone Number to a PatientAdd a phone number entry.
- Add a Relationship to a PatientLink a related person to a patient.
- Add an Invoice PaymentRecord a payment against an invoice.
- Create a BookingCreate a new appointment booking.
- Create a Free-Text RecordAdd a free-text note to a consultation.
- Create a LabelCreates a new label.
- Create a LetterCreate a new patient letter.
- Create a PatientCreate a new patient record.
- Create a ProductCreates a new product.
- Create a TaskCreates a new task.
- Create an Allergy RecordRecord a patient allergy.
- Create an EpisodeCreate an episode of care for a patient.
- Create an Integration TokenGenerate a token for questionnaire/booking prefill.
- Create an InvoiceCreate a new patient invoice.
- Delete a BookingCancel/delete a booking.
- Delete a LabelDeletes an existing label.
- Delete an EpisodeDeletes an existing episode.
- Get a BookingFetch a single booking by ID.
- Get a ConsultationFetch a single consultation by ID.
- Get a ContactFetch a contact by ID.
- Get a Lab RequestFetch a pathology request by ID.
- Get a LetterFetch a specific letter by ID.
- Get a PatientFetch a single patient by ID.
- Get a Patient Integration TokenFetch a patient's integration token for questionnaire prefill.
- Get a PrescriptionFetch a single prescription by ID.
- Get a ProductFetch a single product by ID.
- Get a RecordFetch a single medical record by ID.
- Get a TaskFetch a specific task by ID.
- Get a UserFetch a single user by ID.
- Get an Account StatementFetch a single account statement by ID.
- Get an EpisodeFetch a single episode by ID.
- Get an InvoiceFetch a single invoice by ID.
- Get Availability SettingsFetch all recurring and blocker availabilities.
- List Account StatementsFetch account statements within a date range.
- List BookingsFetch a list of bookings within an optional date range.
- List ConsultationsRetrieve a list of consultations with optional date range filters.
- List ContactsRetrieve a list of contacts with optional filters.
- List Episode TypesFetch episode type reference data.
- List InvoicesFetch invoices with an optional date range filter.
- List Lab RequestsFetch pathology requests within a date range.
- List LabelsFetch a collection of labels with optional search and pagination.
- List LettersFetch letters within a date range.
- List Patient EpisodesFetch a list of patient episodes.
- List Patient RelationshipsFetch all relationships for a patient.
- List PatientsRetrieves a list of patients.
- List PrescriptionsFetch prescriptions in a date range.
- List ProductsFetch a collection of products with optional search, filters, and pagination.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Semble 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 Semble.
Connect your BoldDesk and Semble 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 "Add a Label to a Patient" in Semble. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Semble has 66 actions (including Add a Label to a Patient, Add a Line Item, and Add a Membership to a Patient). 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-Semble 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 Semble) 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 + Semble 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 Semble integration.
- BoldDesk and Semble integration source code, module specs and credentials implementation.
- Our BoldDesk and Semble integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Semble — 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
- Semble integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library