Halo

halopsa is an all in one professional services automation and service management platform for msps and it teams, offering ticketing, crm, billing, project management, and automation integrating with make com enables streamlined workflows, automating service operations and connecting with other business tools this is ai generated content based on official halo documentation the content may still contain errors—please verify important information if you have questions, contact halo support directly how to get support on halo halo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=halo\&app slug=halo community\&app unique id=halo rs12g8 requirements to use the halo app in make, you must have an active halopsa account and api access enabled, create your account on halo app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect halo and {{product name}} to get started, you must first create a connection between halo and {{product name}} , allowing the two services to communicate you can connect using the following method api keys,oauth2 0,basic auth api keys instructions you need to generate an api key for authentication login to your halopsa platform using your credentials navigate to the section labeled api or api applications within the platform settings create a new api application or api agent as required configure the necessary permissions and settings for the api application or api agent retrieve the generated api key from the details of the created api application or api agent oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the api applications section create a new application for api connections configure the application, specifying the required scopes for the data you wish to access note the generated client id and client secret initiate the oauth 2 0 flow by redirecting the user to the authorization endpoint with your client id, requested scopes, and redirect uri the user grants permission, and the platform redirects them back to your specified redirect uri with an authorization code basic auth instructions you need to retrieve your username and password for api authentication login to your halopsa platform using your credentials navigate to the administration or user management section locate your user account details retrieve your username retrieve your password associated with your user account some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=halo\&app slug=halo community\&app unique id=halo rs12g8 create the connection in {{product name}} log in in your make account , add the halo module to your {{scenario singular lowercase}} , 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 halo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application halo modules after connecting to the halo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds one or more new client contacts to your system, making it easy to keep your client information up to date create a site creates a brand new site for you, allowing you to set up and launch a fresh website from scratch create a ticket creates a brand new support ticket, allowing you to submit a request or report an issue directly to the helpdesk system create a user adds one or more new users to your account, allowing you to quickly set up access for individuals or teams delete a client permanently removes a specific client from your account get a client fetches detailed information about a specific client, including their profile and relevant data make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with any supported endpoint search clients searches for clients based on the criteria you provide, helping you quickly find specific clients that match your search parameters update a client updates the details of one or more existing clients using their unique ids watch tickets triggers whenever a new ticket is created or when an existing ticket is updated, allowing you to automatically respond to changes in your ticketing system templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} halo resources you can have access to more resources related to this app on the following links halo topics on make community halo website halo documentation halo api documentation halo page on make