STEP 1
Connect BoldDesk and TeamDynamix
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 TeamDynamix Integration
Build support workflows between BoldDesk and TeamDynamix on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about BoldDesk and TeamDynamix
Detailed info you need to know about BoldDesk and TeamDynamix 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]
TeamDynamix
IT service management and project portfolio platform for tickets, assets, and requests. [6]
How to connect BoldDesk to TeamDynamix
Set up your BoldDesk and TeamDynamix integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and TeamDynamix 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 TeamDynamix. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and TeamDynamix work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and TeamDynamix 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 triggersTeamDynamix 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.
TeamDynamix modules
- Create a PersonCreates a person in the database or system.
- Create a ProjectCreates a new project in the service.
- Create a TaskCreates a task in the specified service or application.
- Create a TicketCreates a ticket in the system.
- Create a Time EntryCreates a time entry for a specific user.
- Create an AssetCreates an asset in the system.
- Create an Asset ContractCreates an asset contract in the system.
- Create an Asset VendorCreates an asset vendor within a system or platform.
- Create an IssueCreates an issue in the designated project or system.
- Delete a Time EntryDeletes a time entry from the system.
- Delete an AssetDeletes an asset from the system.
- Delete an AttachmentDeletes an attachment from a record or file.
- Get a PersonRetrieves information about a specific person.
- Get a ProjectRetrieves a project from the service.
- Get a TaskRetrieves a task by its ID.
- Get a TicketRetrieves a ticket from the service.
- Get a Time EntryRetrieves a time entry.
- Get an AssetRetrieves an asset from the service.
- Get an Asset ContractRetrieves an asset contract.
- Get an Asset VendorRetrieves an asset vendor.
- Get an AttachmentRetrieves an attachment from the specified location.
- Get an IssueRetrieves an issue from the service using its ID.
- Get Attachment ContentRetrieves the content of an attachment.
- List PersonsRetrieves all persons.
- List TasksRetrieves all tasks.
- List Ticket Saved SearchesRetrieves all ticket searches.
- List Tickets by Saved Search IDRetrieves all tickets using a saved search ID.
- Make an API CallPerforms an arbitrary authorized API request.
- Search Asset ContractsRetrieves all asset contracts.
- Search Asset VendorsRetrieves all asset vendors.
- Search AssetsRetrieves all assets.
- Search IssuesRetrieves all issues.
- Search ProjectsRetrieves all projects.
- Search TicketsRetrieves all tickets from the service.
- Search Time EntriesRetrieves all time entries.
- Update a PersonUpdates a person's information in the database.
- Update a ProjectUpdates a project with new or modified information.
- Update a TaskUpdates a task with new information or changes existing details of an existing task.
- Update a TicketUpdates a ticket in the service.
- Update a Time EntryUpdates a time entry for a specific user.
- Update an AssetUpdates an asset in the system.
- Update an Asset ContractUpdates an asset contract with new information or modifications.
- Update an Asset VendorUpdates an asset vendor's details in the system.
- Update an IssueUpdates an issue with new information or changes.
- Watch AssetsTriggers when new assets are created or updated.
- Watch IssuesTriggers when a new issue is created or updated.
- Watch ProjectsTriggers when a new project is added or an existing project is updated.
- Watch TasksTriggers when a new task is created.
- Watch TicketsTriggers when new tickets are created.
- Watch Time EntriesTriggers when new time entries are recorded.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and TeamDynamix 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 TeamDynamix.
Connect your BoldDesk and TeamDynamix 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 Person" in TeamDynamix. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); TeamDynamix has 44 actions (including Create a Person, Create a Project, and Create a Task). 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-TeamDynamix 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 TeamDynamix) 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 + TeamDynamix 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 TeamDynamix integration.
- BoldDesk and TeamDynamix integration source code, module specs and credentials implementation.
- Our BoldDesk and TeamDynamix integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and TeamDynamix — 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
- TeamDynamix integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library