IT and Development
Halo by Maxmel Tech
12 min
halopsa is an all in one professional services automation platform offering service desk, project management, billing, analytics, and crm features integrating with make com enables automated workflows, improving efficiency and connectivity across business processes and it service management limited documentation we currently can't provide complete documentation for halo because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from halo and public sources to create detailed guides about 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 app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup halo modules y ou 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 account, making it easy to keep your client list up to date create a site creates a brand new website for you, setting up the initial site structure so you can start building and customizing your online presence create a ticket creates a brand new support ticket, allowing you to submit a customer inquiry or issue directly to the system create a user adds one or more new users to your system by creating their accounts delete a client permanently removes a specific client from your records get a client fetches detailed information about a specific client, allowing you to view all available data for that individual client make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules search clients searches for clients based on the criteria you provide, helping you quickly find specific client records 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 or additions 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 join discussions about halo on make community visit halo website access halo help documentation view halo api documentation visit halo page on make help us improve this documentation have experience with halo? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=halo\&app slug=halo community\&app unique id=halo rs12g8 sharing your knowledge in the make community your feedback helps us create better documentation for everyone