STEP 1
Connect BoldDesk and Splose
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 Splose Integration
Connect BoldDesk and Splose 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about BoldDesk and Splose
Detailed info you need to know about BoldDesk and Splose integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect BoldDesk to Splose
Set up your BoldDesk and Splose integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Splose 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 Splose. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Splose work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Splose 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 triggersSplose 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.
Splose modules
- Create a ContactCreates a new contact record linked to a patient or organisation in Splose.
- Create a PatientCreates a new patient record in Splose with demographic and contact details.
- Create a Patient FileUploads and attaches a file to a specific patient's record in Splose.
- Create a PaymentRecords a new payment against a specific invoice in Splose.
- Create an AppointmentBooks a new appointment for a patient with a practitioner at a specified time and location.
- Delete a PaymentPermanently removes a payment record by its ID.
- Get a Busy TimeRetrieves a single busy-time block by its ID, showing when a practitioner is unavailable.
- Get a Busy Time TypeRetrieves the definition of a busy-time type by its ID.
- Get a CaseRetrieves a single patient case record by its ID.
- Get a ContactRetrieves a single contact record by its ID.
- Get a Credit NoteRetrieves a single credit note by its ID, including amount and associated invoice.
- Get a LocationRetrieves a single practice location by its ID.
- Get a PatientRetrieves a single patient record by its ID, including demographics and contact details.
- Get a Patient FormRetrieves a single completed or pending patient intake form by its ID.
- Get a PaymentRetrieves a single payment record by its ID, including amount and method.
- Get a PractitionerRetrieves a single practitioner profile by their ID.
- Get a ScreenerRetrieves a single clinical screener or assessment template by its ID.
- Get a ServiceRetrieves a single billable service item by its ID.
- Get a Support ActivityRetrieves a single NDIS support activity record by its ID.
- Get a Support ItemRetrieves a single NDIS support item by its ID, including pricing and category.
- Get a WaitlistRetrieves a single waitlist entry by its ID.
- Get an AppointmentRetrieves full details of a single appointment by its ID.
- Get an InvoiceRetrieves a single invoice by its ID, including line items and payment status.
- List AppointmentsReturns a filtered, paginated list of appointments across the practice.
- List Busy Time TypesReturns all defined busy-time type categories in the practice.
- List Busy TimesReturns a list of practitioner unavailability blocks within a date range.
- List CasesReturns a paginated list of patient cases, optionally filtered by patient or status.
- List ContactsReturns a paginated list of contacts associated with patients or organisations.
- List Credit NotesReturns a paginated list of credit notes, optionally filtered by patient or date range.
- List Custom FieldsReturns all custom field definitions configured for patients in the practice.
- List InvoicesReturns a paginated list of invoices, optionally filtered by patient or status.
- List LocationsReturns all practice locations configured in Splose.
- List Patient FormsReturns a paginated list of patient intake and clinical forms.
- List PatientsReturns a paginated list of patient records, searchable by name or date of birth.
- List PaymentsReturns a paginated list of payments, optionally filtered by invoice or date range.
- List Practitioner AvailabilitiesReturns all scheduled availability windows for a specific practitioner.
- List PractitionersReturns a list of all practitioners in the practice.
- List ScreenersReturns all clinical screener and assessment templates available in the practice.
- List ServicesReturns a paginated list of billable service items configured in the practice.
- List Support ActivitiesReturns a list of NDIS support activity records for a participant.
- List Support ItemsReturns all NDIS support items, optionally filtered by registration group or support purpose.
- List WaitlistsReturns all waitlist entries, optionally filtered by practitioner or service.
- Make an API CallExecutes any authenticated Splose API request not covered by dedicated modules.
- Update a PatientUpdates demographic, contact, or clinical details on an existing patient record.
- Update a Patient Custom FieldSets or updates the value of a custom field on a specific patient record.
- Update a Support ItemUpdates the details of an existing NDIS support item such as price or description.
- Update an AppointmentUpdates the details of an existing appointment such as time, location, or status.
- Watch AppointmentsTriggers when appointments are created or updated in Splose.
- Watch Busy Time TypesTriggers when busy-time type definitions are added or changed.
- Watch Busy TimesTriggers when practitioner busy-time blocks are created or modified.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Splose 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 Splose.
Connect your BoldDesk and Splose 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 a Contact" in Splose. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Splose has 47 actions (including Create a Contact, Create a Patient, and Create a Patient File). 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-Splose 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 Splose) 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 + Splose 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 Splose integration.
- BoldDesk and Splose integration source code, module specs and credentials implementation.
- Our BoldDesk and Splose integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Splose — 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
- Splose integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library