BoldDesk

bolddesk is an ai powered customer service platform offering ticketing, live chat, omnichannel support, and workflow automation integrating bolddesk with make com enables automated ticket management, real time notifications, and seamless syncing of customer interactions across multiple channels this is ai generated content based on official bolddesk documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact bolddesk https //www bolddesk com directly requirements to use the bolddesk app in make, you must have a licensed agent account and an api key, create your account on bolddesk https //www bolddesk com for subscription, refer to the bolddesk pricing page https //www bolddesk com connect bolddesk and to get started, you must first create a connection between bolddesk and , allowing the two services to communicate obtain your api key in your bolddesk account create the connection in make obtain your api key in your bolddesk account before you create the connection in , you should first obtain your api key in your bolddesk account to obtain your api key click your profile avatar in the bolddesk agent interface click view profile and settings click the api keys tab in personal settings click create api key enter an identification name click create copy the api key displayed in the modal you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //support bolddesk com/kb/article/84/generate and manage api keys in bolddesk create the connection in account https //www make com/en/register , add the bolddesk module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your bolddesk account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page bolddesk modules after connecting to the bolddesk app, you can choose from a list of available modules to build your create a contact add a new contact to your address book or contact list create a contact group add a new group to organize your contacts create a ticket generate a new support ticket in the system create a ticket note attach a note to a specific ticket that already exists create a ticket reply post a response to an existing support ticket in the system get a contact search for a contact in your database using their email address get a contact group search for a contact group using its name get a ticket retrieve detailed information about a specific ticket using its unique ticket id make an api call executes a custom api request to the connected service using your authorized credentials search contact groups search for contact groups using their external reference id search contacts search for contacts using their external reference id search tickets search for tickets using their external reference id update a contact modify the details of an existing contact in your database update a contact group modify the details of an existing contact group update a ticket modify the details of an existing support ticket watch contact groups triggers when a new contact group is added or when an existing contact group is modified watch contacts triggers when a new contact is added or when an existing contact's information is modified watch new contact groups triggers when a new contact group is added to your account watch new contacts triggers when a new contact is added to your account watch new tickets triggers when a new support ticket is submitted watch ticket notes triggers when a new note is attached to an already existing support ticket watch ticket replies triggers when a new response is posted to an already existing support ticket watch tickets triggers whenever a new ticket is created or an existing ticket is updated, such as when notes are added or replies are posted to the ticket watch updated contact groups triggers when any changes are made to an existing contact group watch updated contacts triggers when any details of an existing contact are changed watch updated tickets triggers when any changes are made to an existing ticket templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created bolddesk resources you can have access to more resources related to this app on the following links bolddesk topics on make community https //community make com/search?q=bolddeskbolddesk website https //www bolddesk combolddesk documentation n/abolddesk api documentation https //support bolddesk com/api documentationbolddesk page on make https //www make com/en/integrations/bold desk