Methods to Link Activities to a Ticket in BoldDesk

BoldDesk provides multiple methods to create and link activities to support tickets, including manual creation, automation, and API integration. This guide outlines each method with step-by-step instructions and helpful resources.

Steps to Link Activities to a Ticket

Option 1: Manual Creation of Activities

1. Navigate to the ticket where you want to link activities.
2. Switch to the Activity tab and click the Activity button to create a new activity.
3. Select the activity type based on your preference.
4. Create individual activities manually by following the instructions in the article below on How to Create, View, Edit, and Delete Task Activity.
5. To link an existing activity to the ticket, refer to this article.

Option 2: Using Automation to Create Activities

Use automation rules to automatically create activities when specific conditions are met.

For detailed setup instructions, refer to this article on How to Automatically Create Activity Using Automation Trigger.

Option 3: Using the BoldDesk API

Use BoldDesk’s REST API to programmatically create and link activities to tickets.

1. Use our REST API endpoint, Create Activity, to create activities and link them with the ticket.
2. Write a script or use API tools (e.g., Postman) to create and link activities programmatically.
3. Ensure all activities are correctly linked to the desired ticket.

Frequently Asked Questions (FAQ)

Q1. What is the maximum number of activities I can link to a ticket?
You can link up to 500 activities per ticket.

Q2. Can I bulk import activities to a ticket?
No. Bulk importing activities is not supported at this time.

Q3. Can I automate activity creation for every ticket?
Yes, but each automation rule can create a maximum of 5 activities.

Q4. Is there an API to create and link activities?
Yes. Use the Create Activity endpoint in BoldDesk’s REST API.

Related Article

How to Unlink an Activity from a Ticket