Create Projekly task for new BoldDesk ticket
BoldDesk + Projekly – Project Management, CRM, HR & Invo Integration
BoldDesk + Projekly – Project Management, CRM, HR & Invo Integration
Connect BoldDesk to Projekly – Project Management, CRM, HR & Invo in 1 click
Free forever.Use premium features free for 14 days.1.
Approval request is created in BoldDesk Instant- Approval is approved in BoldDesk Instant
- Approval is rejected in BoldDesk Instant
- Contact is created in BoldDesk Instant
- Contact is updated in BoldDesk Instant
- Ticket is created in BoldDesk Instant
- Ticket private notes is created in BoldDesk Instant
- Ticket property is updated in BoldDesk Instant
- Ticket reply is created in BoldDesk Instant
- Activity is created in BoldDesk Instant
- Activity is updated in BoldDesk Instant
- Activity is deleted in BoldDesk Instant
Invoice is created in Projekly – Project Management, CRM, HR & Invo- Product is created in Projekly – Project Management, CRM, HR & Invo
- Client is created in Projekly – Project Management, CRM, HR & Invo
- Project is created in Projekly – Project Management, CRM, HR & Invo
- Task is created in Projekly – Project Management, CRM, HR & Invo
- Event is created in Projekly – Project Management, CRM, HR & Invo
- Lead is created in Projekly – Project Management, CRM, HR & Invo
2.
- Update contact in BoldDesk
- Create contact in BoldDesk
- Delete contact in BoldDesk
- Search contact in BoldDesk
- Add contact note in BoldDesk
- Block contact in BoldDesk
- Unblock contact in BoldDesk
- Add contact group in BoldDesk
- Delete contact group in BoldDesk
- Edit contact group in BoldDesk
- Search contact group in BoldDesk
- Add contact group note in BoldDesk
- Create Ticket in BoldDesk
- Create employee in Projekly – Project Management, CRM, HR & Invo
- Create ticket in Projekly – Project Management, CRM, HR & Invo
- Create client in Projekly – Project Management, CRM, HR & Invo
- Create product in Projekly – Project Management, CRM, HR & Invo
- Create project in Projekly – Project Management, CRM, HR & Invo
- Create task in Projekly – Project Management, CRM, HR & Invo
- Create invoice in Projekly – Project Management, CRM, HR & Invo
- Create lead in Projekly – Project Management, CRM, HR & Invo
- Create event in Projekly – Project Management, CRM, HR & Invo
- Search invoice in Projekly – Project Management, CRM, HR & Invo
- Update invoice in Projekly – Project Management, CRM, HR & Invo
- Search project in Projekly – Project Management, CRM, HR & Invo
- Update project in Projekly – Project Management, CRM, HR & Invo
- Search product in Projekly – Project Management, CRM, HR & Invo
- Update product in Projekly – Project Management, CRM, HR & Invo
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Ready Workflows for BoldDesk + Projekly – Project Management, CRM, HR & Invo Integration
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Most popular automations
Create Projekly client from new BoldDesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding clients in Projekly. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Projekly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a client in Projekly.
This makes it easy to keep track of your support tickets and clients in one place.
See moreUse this {{trigger.CustomerSupport}} - Projekly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a client in Projekly.
This makes it easy to keep track of your support tickets and clients in one place.
Create BoldDesk ticket for new Projekly client
Projekly – Project Management, CRM, HR & Invo + BoldDesk Integration
Create BoldDesk user for new Projekly client
Projekly – Project Management, CRM, HR & Invo + BoldDesk Integration
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Top 10 Most Popular Projekly – Project Management, CRM, HR & Invo Automations from
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