rakazo
6.2k
Get started

HaloPSA

Create, inspect, list, and delete HaloPSA tickets, with customer, site, user, agent, asset, and ticket-routing lookups.

85 actionsSign in with HaloPSA

Connect HaloPSA

What your bot can do in HaloPSA

Looks up

  • Get AgentReturn one HaloPSA agent by numeric ID.
  • Get AppointmentReturn one HaloPSA appointment by numeric ID, optionally with extra detail objects.
  • Get AssetReturn one HaloPSA asset by numeric ID, optionally including activity, allowed statuses, details, diagram data, and hierarchy data.
  • Get AttachmentDownload one HaloPSA attachment by numeric ID.
  • Get Client ContractReturn one HaloPSA client contract by numeric ID, with optional expanded billing, asset, user, schedule, and period details.
  • Get Current AgentReturn a compact identity for the HaloPSA agent authorized by the current connection, without claims or access-control records.
  • Get CustomerReturn one HaloPSA customer by numeric ID, with optional expanded, activity, ticket-type, period, and pre-pay data.
  • Get InvoiceReturn one HaloPSA invoice by numeric ID, optionally with extra detail objects.
  • Get ItemReturn one HaloPSA inventory or service item by numeric ID, optionally with expanded details and tenant-specific accounting data.
  • Get Knowledge Base ArticleReturn one HaloPSA knowledge-base article by numeric ID, optionally with expanded details and language or organisation context.
Show 34 more
  • Get OpportunityReturn one HaloPSA sales opportunity by numeric ID, optionally with extra provider detail objects.
  • Get ProjectReturn one HaloPSA project by numeric ID, optionally with expanded details.
  • Get QuotationReturn one HaloPSA quotation by numeric ID, optionally with expanded details or portal-view context.
  • Get ReportReturn one HaloPSA report definition by numeric ID.
  • Get SiteReturn one HaloPSA customer site by numeric ID, with optional customer, permission, activity, detail, setup, and ticket-type context.
  • Get StatusReturn one HaloPSA ticket-status configuration record by numeric ID, optionally including its detailed configuration.
  • Get SupplierReturn one HaloPSA supplier by numeric ID, optionally including expanded details.
  • Get TeamReturn one HaloPSA team by numeric ID, optionally including agent details and expanded team objects.
  • Get TicketReturn one HaloPSA ticket by numeric ID, with core assignment and classification fields and optional expanded details and most recent…
  • Get Ticket ActionGet one HaloPSA ticket action by numeric action ID, optionally providing its ticket ID and requesting expanded details.
  • Get Ticket TypeReturn one HaloPSA ticket type by numeric ID.
  • Get UserReturn one HaloPSA end user by numeric ID, with optional customer, site, ticket-type, opportunity, supplier, activity, billing, asset, and…
  • List AgentsReturn compact HaloPSA agent records for assignment lookup, optionally filtered by name, email address, telephone number, or team ID.
  • List AppointmentsReturn one page of HaloPSA appointments, optionally filtered by customer, ticket, date range, or search text.
  • List AssetsReturn one page of HaloPSA assets, optionally filtered by customer, site, user, asset type, search text, and active state.
  • List AttachmentsList HaloPSA attachment metadata, optionally for one ticket.
  • List Client ContractsReturn one page of HaloPSA client contracts, optionally filtered by customer, site, search text, and active state.
  • List CustomersReturn one page of HaloPSA customers, optionally filtered by name and active state.
  • List InvoicesReturn one page of HaloPSA invoices, optionally filtered by date, customer, site, ticket, user, or search text.
  • List ItemsReturn one page of HaloPSA inventory and service items with the provider's documented status, asset, supplier, accounting, stock, search,…
  • List Knowledge Base ArticlesReturn one page of HaloPSA knowledge-base articles using the provider's documented status, access, relationship, language, search, and…
  • List OpportunitiesReturn one page of HaloPSA sales opportunities, optionally filtered by customer, assignment, status, date range, or search text.
  • List PrioritiesReturn HaloPSA policy-priority mappings used to classify tickets, optionally filtered by SLA policy ID.
  • List ProjectsReturn one page of HaloPSA projects.
  • List QuotationsReturn HaloPSA quotations with customer, state, approval, processing, text, attachment, ordering, and page filters.
  • List ReportsReturn one page of HaloPSA report definitions with the provider's documented access, chart, customer, publication, ordering, group,…
  • List SitesReturn one page of HaloPSA customer sites, optionally filtered by customer, name, and active state.
  • List StatusesReturn HaloPSA ticket statuses, optionally constrained to a ticket type or a specific ticket's valid context.
  • List SuppliersReturn one page of HaloPSA suppliers with the provider's documented status, integration, ordering, search, and top-level filters.
  • List TeamsReturn HaloPSA teams available for ticket assignment, optionally limited to the current agent's teams or a department.
  • List Ticket ActionsList HaloPSA ticket actions, optionally filtering by occurrence date range and whether attachment details are included.
  • List Ticket TypesReturn ticket types available for ticket classification, optionally limited to types that agents can create for a customer.
  • List TicketsReturn one page of HaloPSA tickets, optionally filtered by customer, site, user, status, assigned agent, or text search.
  • List UsersReturn one page of HaloPSA end users, optionally filtered by customer, site, name, and active state.

Takes action

  • Create TicketCreate one HaloPSA ticket from a summary and optional details and routing IDs.
  • Delete AgentRequest deletion of one HaloPSA agent by numeric ID.
  • Delete AppointmentDelete one HaloPSA appointment by numeric ID.
  • Delete AssetDelete one HaloPSA asset by numeric ID.
  • Delete AttachmentDelete one HaloPSA attachment by numeric ID.
  • Delete Client ContractDelete one HaloPSA client contract by numeric ID.
  • Delete CustomerDelete one HaloPSA customer by numeric ID.
  • Delete InvoiceDelete one HaloPSA invoice by numeric ID.
  • Delete ItemDelete one HaloPSA inventory or service item by numeric ID.
  • Delete Knowledge Base ArticleDelete one HaloPSA knowledge-base article by numeric ID.
Show 31 more
  • Delete OpportunityDelete one HaloPSA sales opportunity by numeric ID.
  • Delete ProjectDelete one HaloPSA project by numeric ID.
  • Delete QuotationDelete one HaloPSA quotation by numeric ID.
  • Delete ReportDelete one HaloPSA report definition by numeric ID.
  • Delete SiteDelete one HaloPSA customer site by numeric ID.
  • Delete StatusDelete one HaloPSA ticket-status configuration record by numeric ID.
  • Delete SupplierDelete one HaloPSA supplier by numeric ID.
  • Delete TeamDelete one HaloPSA team by numeric ID.
  • Delete TicketDelete one HaloPSA ticket by numeric ID, optionally recording a reason.
  • Delete Ticket ActionDelete one HaloPSA ticket action by numeric action ID and its parent ticket ID.
  • Delete Ticket TypeDelete one HaloPSA ticket-type configuration record by numeric ID.
  • Delete UserDelete one HaloPSA end user by numeric ID.
  • Upsert AgentCreate or update HaloPSA agent profiles, team memberships, account enablement, administrator access, working hours, licensing, costs,…
  • Upsert AppointmentCreate or update HaloPSA appointments in one array request.
  • Upsert AssetCreate or update one or more HaloPSA assets.
  • Upsert Client ContractCreate or update one or more HaloPSA client contracts.
  • Upsert CustomerCreate or update one or more HaloPSA customers in the endpoint's array body.
  • Upsert InvoiceCreate or update HaloPSA invoice records and their typed line items.
  • Upsert ItemCreate or update HaloPSA inventory and service items in one array request.
  • Upsert Knowledge Base ArticleCreate or update one or more HaloPSA knowledge-base articles through POST /KBArticle.
  • Upsert OpportunityUpsert HaloPSA sales opportunities.
  • Upsert ProjectCreate or update HaloPSA project records, typed milestones, and tags.
  • Upsert QuotationCreate or update HaloPSA quotation records and typed quotation lines.
  • Upsert ReportCreate or update HaloPSA report definitions in one array request.
  • Upsert SiteCreate or update one or more HaloPSA customer sites.
  • Upsert StatusCreate or update HaloPSA ticket statuses in one array request.
  • Upsert SupplierCreate or update one or more HaloPSA suppliers through POST /Supplier.
  • Upsert TeamCreate or update HaloPSA teams in one array request.
  • Upsert Ticket ActionCreate or update ticket notes and work-log actions, optionally recording time or applying a ticket status, without sending email.
  • Upsert Ticket TypeCreate or update HaloPSA ticket types in one array request.
  • Upsert UserCreate or update one or more HaloPSA end-user records without sending welcome email.

More communication apps