STEP 1
Connect BoldDesk and Vivantio
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 Vivantio Integration
Keep BoldDesk and Vivantio in sync by integrating their events and actions. When support events happen in BoldDesk, update the Vivantio automatically - without any line of code in visual workflow builder.
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Learn about BoldDesk and Vivantio
Detailed info you need to know about BoldDesk and Vivantio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect BoldDesk to Vivantio
Set up your BoldDesk and Vivantio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Vivantio 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 Vivantio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Vivantio work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Vivantio 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 triggersVivantio 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.
Vivantio modules
- Create a CallerCreates a new caller record in Vivantio.
- Create a ClientCreates a new client in the system.
- Create a LocationCreates a location with specified attributes.
- Create a TicketCreates a new ticket in the system for tracking purposes.
- Create an ArticleCreates a new article in the service.
- Create an AssetCreates an asset in the system.
- Delete ArticlesDeletes a set of articles from the service.
- Delete AssetsDeletes a set of assets from the service.
- Delete CallersDeletes a set of callers from the service.
- Delete ClientsDeletes a set of clients from the database or system.
- Delete LocationsDeletes a set of locations from the specified database or service.
- Delete TicketsDeletes a set of tickets from the system.
- Download an AttachmentDownloads an attachment from a specified source.
- Download an Attachment PublicDownloads a public attachment from the specified source.
- Get a CallerRetrieves information about a specific caller.
- Get a ClientRetrieves information about a specific client.
- Get a LocationRetrieves a location from the specified service.
- Get a TicketRetrieves a ticket by ID.
- Get an ArticleRetrieves an article from the service.
- Get an AssetRetrieves an asset based on the provided identifier.
- Get ArticlesRetrieves all articles.
- Get AssetsRetrieves all assets from the service.
- Get CallersRetrieves all callers.
- Get ClientsRetrieves all clients.
- Get LocationsRetrieves all locations.
- Get TicketsRetrieves all tickets from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CallerUpdates a caller's information in the system.
- Update a ClientUpdates a client in the system with new information.
- Update a LocationUpdates a location with new details or coordinates.
- Update a TicketUpdates a ticket with new information or changes.
- Update an ArticleUpdates an article with the specified new information.
- Update an AssetUpdates an asset in the system with new information.
- Upload an AttachmentUploads an attachment to the specified service.
- Watch ArticlesTriggers when a new article is published.
- Watch AssetsTriggers when a new asset is added or an existing asset is updated.
- Watch CallersTriggers when a new caller is detected.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch LocationsTriggers when a new location is added or updated.
- Watch TicketsTriggers when new tickets are created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Vivantio 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 Vivantio.
Connect your BoldDesk and Vivantio 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 Caller" in Vivantio. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Vivantio has 34 actions (including Create a Caller, Create a Client, and Create a Location). 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-Vivantio 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 Vivantio) 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 + Vivantio 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 Vivantio integration.
- BoldDesk and Vivantio integration source code, module specs and credentials implementation.
- Our BoldDesk and Vivantio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Vivantio — 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
- Vivantio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library