BoldDesk
BoldDesk is a cloud-based help desk software for managing customer support tickets, automations, and reporting. Integrating BoldDesk with Make.com enables automated ticket creation, updates, and customer notifications directly within your workflow processes. |
|---|
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 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. For subscription, refer to the BoldDesk pricing page.
Connect BoldDesk and Make
To get started, you must first create a connection between BoldDesk and Make, 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 Make, you should first obtain your API Key in your BoldDesk account.
To obtain your API Key :
Click your profile avatar at the top of the BoldDesk agent interface.
Click View profile and Settings from the dropdown menu.
Navigate to the API Keys tab in Personal Settings.
Click the Create API Key button.
Enter an identification name for the API key and click Create.
Copy the API key shown on the screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the BoldDesk module to your scenario, 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 applicationConnect an application. page.
BoldDesk modules
After connecting to the BoldDesk app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
BoldDesk resources
You can have access to more resources related to this app on the following links