Workflows for HaloPSA
React to HaloPSA events in real-time
Automate Your Reactions
When something changes in HaloPSA (a ticket is created, a client is updated, a contact is added), Workflows springs into action. Define rules that trigger automatically and execute complex multi-step processes in milliseconds.
With 35+ built-in actions, conditional logic, and the ability to call external APIs, you can automate almost anything in HaloPSA.
Key Features
Real-Time Triggers
Webhooks from HaloPSA trigger workflows instantly. No polling, no delays, just immediate automation.
35+ Actions
Query HaloPSA data, create records, send notifications, call APIs, and much more.
Conditional Logic
Use our expression builder to define when workflows should run and what actions to take.
Multi-Step Workflows
Chain actions together. Use the output of one action as input for the next.
External Integrations
Make HTTP requests to any API. Send Slack messages, update CRMs, trigger external systems.
Custom Scripts
Write JavaScript/TypeScript code that runs in a secure sandbox for complex data transformations.
Common Use Cases
Auto-Assignment
When a ticket is created in HaloPSA, automatically assign it to the right agent based on category, priority, or customer.
Escalation Notifications
When a ticket is updated to critical priority, instantly notify your team via Slack, email, or push notification.
Data Enrichment
When a client is created in HaloPSA, automatically look up additional information and populate custom fields.
Ready to automate your HaloPSA workflows?
Start your free trial and create your first workflow in minutes.