Support · CONNECTIONList, read, create, update and delete HaloPSA clients, sites, tickets and users.
Explore 20 workflow actions for HaloPSA, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a site.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a ticket.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a user.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a client and its related objects.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a site and its related objects.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a ticket and its related objects.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a user and its related objects.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one client by its ID.
Read one site by its ID.
Read one ticket by its ID.
Read one user by its ID.
Read one page of clients.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of sites.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of tickets.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of users.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Change fields of a client; the record names its id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change fields of a site; the record names its id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change fields of a ticket; the record names its id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change fields of a user; the record names its id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in HaloPSA. A saved workflow is not a completed provider action.
