STEP 1
Connect BoldDesk and Tebra
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 Tebra Integration
Build support workflows between BoldDesk and Tebra 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 Tebra
Detailed info you need to know about BoldDesk and Tebra integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect BoldDesk to Tebra
Set up your BoldDesk and Tebra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Tebra 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 Tebra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Tebra work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Tebra 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 triggersTebra 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.
Tebra modules
- Create a DocumentCreates a new document and attaches it to a patient record.
- Create a PatientCreates a new patient record in the specified practice.
- Create a PaymentRecords a new payment against a patient account or charge.
- Create an AppointmentBooks a new appointment for a patient with a specified provider.
- Create an EncounterCreates a new clinical encounter record linked to a patient and appointment.
- Delete a DocumentPermanently deletes a document from a patient record by its ID.
- Delete an AppointmentCancels and removes an appointment by its ID.
- Get a PatientRetrieves a single patient by ID, including all cases, insurance policies, and authorizations.
- Get an AppointmentRetrieves the full details of a single appointment by its ID.
- Get Encounter DetailsRetrieves the full clinical and billing details of a specific encounter by its ID.
- Get Procedure CodeRetrieves the details of a specific procedure (CPT) code by its ID.
- List Appointment ReasonsReturns all appointment reason types defined for a practice.
- List AppointmentsReturns a paginated list of appointments filtered by date range, provider, or status.
- List ChargesReturns a list of charges and claims matching the specified filter criteria.
- List PatientsReturns a list of patient records matching the specified search and filter criteria.
- List PaymentsReturns payment records matching the specified date range and filter criteria.
- List PracticesReturns a list of practices accessible under the connected account.
- List ProvidersReturns a list of providers belonging to a practice.
- List Service LocationReturns a list of service locations configured for a practice.
- List TransactionsReturns financial transaction records for a practice within a specified date range.
- Make an API CallExecutes an arbitrary authenticated request to the Tebra API.
- Update a PatientUpdates demographic or contact information on an existing patient record.
- Update an AppointmentUpdates the details of an existing appointment such as time, provider, or notes.
- Update Appointment StatusChanges the status of an appointment (e.g. confirmed, checked-in, cancelled).
- Update Encounter StatusChanges the billing or clinical status of an existing encounter.
- Update Primary Patient CaseUpdates the primary case record for a patient, including insurance and billing details.
- Watch ChargesTriggers when new charges or claims are created or updated in the practice.
- Watch PatientsTriggers when a new patient record is created or an existing one is updated.
- Watch PaymentsTriggers when a new payment is posted or an existing payment is modified.
- Watch PracticesTriggers when practice settings or details are created or updated.
- Watch ProvidersTriggers when a new provider is added or an existing provider record is updated.
- Watch Service LocationsTriggers when a service location is created or its details are changed.
- Watch TransactionsTriggers when new financial transactions are recorded for a practice.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Tebra 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 Tebra.
Connect your BoldDesk and Tebra 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 Document" in Tebra. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Tebra has 26 actions (including Create a Document, Create a Patient, and Create a Payment). 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-Tebra 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 Tebra) 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 + Tebra 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 Tebra integration.
- BoldDesk and Tebra integration source code, module specs and credentials implementation.
- Our BoldDesk and Tebra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Tebra — 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
- Tebra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library