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Automation

Automate repeating tasks and save time using auto-assignments, event triggers, time triggers, and SLAs.
SLA, Escalations and Reminders
Workflow Recipes
Power Automate + BoldDesk API
What are Automations Available for Ticket?
How to Automatically Assign Tickets?
How to Run an Automation When a Ticket Event Occurs?
How to Run a Automation at Scheduled Intervals?
Relative Date Time Support in Automation
How to Automatically Retrieve Values from Other Modules/Fields
How to Configure Lookup Fields for Condition and Action Support
How to Configure the Add Reply Action in Ticket Macros
How to Use Lookup Fields for Approval, Activity, and Email Actions in Automation
How to Use Set Assignee Action with Lookup Fields for Assigned Agent and Group Placeholder
How to Use Subject Placeholders in Event Triggers and Macros
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