--- title: "Connect 5pm and Halo Service Solutions - APIANT.ai" description: "When \"New Progress\" fires in 5pm, your agent runs \"Add action to ticket\" in Halo Service Solutions." canonical: "https://apiant.ai/connect/5pm-to-halo-service-solutions" --- # Connect 5pm and Halo Service Solutions When **New Progress** fires in [5pm](https://apiant.ai/connections/5pm), your agent runs **Add action to ticket** in [Halo Service Solutions](https://apiant.ai/connections/halo-service-solutions), or **New Ticket** in Halo Service Solutions to **Add Task Progress** in 5pm. Describe the whole flow and it is built, tested on every scenario and kept running. 5pm **7** triggers 5pm **21** actions Halo Service Solutions **2** triggers Halo Service Solutions **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 5pm and Halo Service Solutions to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What 5pm and Halo Service Solutions can do together ### From 5pm to Halo Service Solutions - When **New Progress** in 5pm then **Add action to ticket** in Halo Service Solutions - When **New Project** in 5pm then **Add project** in Halo Service Solutions ### From Halo Service Solutions to 5pm - When **New Ticket** in Halo Service Solutions then **Add Task Progress** in 5pm - When **Ticket Updated** in Halo Service Solutions then **Create Task **in 5pm Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with 5pm and Halo Service Solutions ## Triggers and actions 9 triggers · 35 actions - Trigger **New Progress** Triggers when a new task progress is created. - Trigger **New Project** Fires when a new project is created in 5pm. - Trigger **New Task** Triggers when a new support task is created. - Trigger **New User** Triggers when a new support user is created. - Trigger **Updated Project** Fires when a project is updated in 5pm. - Trigger **Updated Task** Triggers when a new support task is updated. - Trigger **Updated User** Triggers when a new support user is updated. - Action **Add Task Progress** Add Task Progress (progress in percent and house down). - Action **Add User** Create a new user in the 5pm account (UsersService add). - Action **Create Note** Creates a new note in task. - Action **Create Project** Creates a new project. - Action **Create Task** - Action **Delete Note** Remove an activity note/progress message (ActivityService remove). - Action **Delete Project** Remove a project (ProjectsService remove). - Action **Delete Task** Remove a task from a 5pm project (TasksService remove). - Action **Delete User** Remove a user from the account (UsersService remove). - Action **Find Project by Id** Retrieve a single project by its id (ProjectsService getById). - Action **Find Task** Finds a task in the application. - Action **Find Task by Id** Finds a task by Id in the application. - Action **Find User by Email** Retrieve a user by their email address (UsersService getByEmail). - Action **Find User by Id** Finds a user by Id in the system. - Action **List Notes** List activity notes/progress messages on a task (ActivityService getList). - Action **List Projects** List all projects in the account (ProjectsService getAll/getList). - Action **List Users** List all users in the account (UsersService getAll). - Action **Update Note** Update an activity note/progress message (ActivityService update). - Action **Update Project** Update a project's fields (ProjectsService update). - Action **Update Task** Update task in the application. - Action **Update User** Update a user's fields (UsersService update). - Trigger **New Ticket** Triggers when a new ticket is logged in Halo. - Trigger **Ticket Updated** Triggers when a ticket is created or updated in Halo. - Action **Add action to ticket** Adds a new action (note, update or outcome) to an existing Halo ticket. - Action **Add project** Creates a new project in Halo and returns the created project record. - Action **Create Site** Creates a new site for a customer in Halo. - Action **Create Ticket** Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment. - Action **Create User** Creates a new end user in Halo under the chosen site. - Action **Get customer** Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity. - Action **Get project** Returns a single Halo project by its ID, including its details and custom fields. - Action **Get ticket** Returns a single Halo ticket by its ID, optionally with extra details and its last action. - Action **Get user** Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups. - Action **List customers** Returns a list of customers (clients) in Halo, optionally filtered by search text or top level. - Action **List tickets** Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more. - Action **List users** Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria. - Action **Update ticket** Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed. - Action **Update user** Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values. ## Each app on its own - [ **5pm** 5pm is an online project management tool for teams.](https://apiant.ai/connections/5pm) - [ **Halo Service Solutions** Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.](https://apiant.ai/connections/halo-service-solutions) Reviews ## What our customers say ## More from 5pm - [ **5pm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/5pm-to-hubspot) - [ **5pm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/5pm-to-salesforce) - [ **5pm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/5pm-to-gmail) - [ **5pm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/5pm-to-google-calendar) - [ **5pm to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/5pm-to-google-drive) - [ **5pm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/5pm-to-mailchimp) ## More into Halo Service Solutions - [ **Google Sheets to Halo Service Solutions** Google Sheets](https://apiant.ai/connect/google-sheets-to-halo-service-solutions) - [ **Gmail to Halo Service Solutions** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-halo-service-solutions) - [ **Google Calendar to Halo Service Solutions** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-halo-service-solutions) - [ **Google Drive to Halo Service Solutions** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-halo-service-solutions) - [ **ActiveCampaign to Halo Service Solutions** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-halo-service-solutions) - [ **Airtable to Halo Service Solutions** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-halo-service-solutions) Questions ## 5pm and Halo Service Solutions, answered ### ### What can start an automation from 5pm? Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Halo Service Solutions when something happens in 5pm? Any of Halo Service Solutions's 14 actions, including Create Site, Create Ticket, Create User and Update ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Halo Service Solutions to 5pm? Yes. When something happens in Halo Service Solutions, your agent can act in 5pm too. This page covers both directions: Halo Service Solutions's triggers and 5pm's actions are listed here as well. ### ### Do I have to build a connector for 5pm or Halo Service Solutions? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use 5pm and Halo Service Solutions without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.