--- title: "Connect Campaign Monitor and Halo Service Solutions - APIANT.ai" description: "When \"New client\" fires in Campaign Monitor, your agent runs \"Add action to ticket\" in Halo Service Solutions." canonical: "https://apiant.ai/connect/campaign-monitor-to-halo-service-solutions" --- # Connect Campaign Monitor and Halo Service Solutions When **New client** fires in [Campaign Monitor](https://apiant.ai/connections/campaign-monitor), 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 campaign** in Campaign Monitor. Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Monitor **3** triggers Campaign Monitor **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 Campaign Monitor 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 Campaign Monitor and Halo Service Solutions can do together ### From Campaign Monitor to Halo Service Solutions - When **New client** in Campaign Monitor then **Add action to ticket** in Halo Service Solutions - When **New list** in Campaign Monitor then **Create Ticket** in Halo Service Solutions ### From Halo Service Solutions to Campaign Monitor - When **New Ticket** in Halo Service Solutions then **Add campaign** in Campaign Monitor - When **Ticket Updated** in Halo Service Solutions then **Add custom field** in Campaign Monitor 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 Campaign Monitor and Halo Service Solutions ## Triggers and actions 5 triggers · 35 actions - Trigger **New client** Polling trigger. Fires when a new client is added to the account. - Trigger **New list** Polling trigger. Fires when a new list is added to the specified client. - Trigger **New subscriber** Polling trigger. Fires when a new active subscriber is added to the specified list. - Action **Add campaign** Create a draft campaign. - Action **Add custom field** Adds a custom field to the specified list. An error occurs if the custom field name already exists. - Action **Add or update subscriber** Adds a subscriber to the specified list if the email is not found, otherwise updates the existing subscriber. - Action **Create list** Creates a new subscriber list for the specified client. - Action **Delete custom field** Deletes a custom field from the specified list. - Action **Delete list** Delete a list. - Action **Delete subscriber** Delete a subscriber from a list. - Action **Get list** Get details of a list. - Action **Get subscriber** Retrieves a subscriber's details (including custom fields and state) by email from the specified list. - Action **List campaigns** List sent campaigns for a client. - Action **List clients** List clients in the account. - Action **List custom fields** Lists a list's custom fields: field name, key, data type, options and preference-center visibility. - Action **List draft campaigns** Lists a client's draft (unsent) campaigns. - Action **List lists** List all subscriber lists for a client. - Action **List segments** List segments for a list. - Action **List subscribers** List active subscribers of a list (paginated). - Action **Unsubscribe** Removes a subscriber from the specified list. - Action **Update custom field** Updates a custom field in the specified list. An error occurs if the custom field name is not found. - Action **Update custom field options** Updates a custom field's options in the specified list. An error occurs if the custom field name is not found. - Action **Update list** Update list settings. - Action **Update subscriber multi-select field** Updates a subscriber's multi-select custom field. Existing selected values can be retained or replaced. - 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 - [ **Campaign Monitor** Campaign Monitor email marketing — manage lists, subscribers, custom fields, send smart (transactional)...](https://apiant.ai/connections/campaign-monitor) - [ **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 Campaign Monitor - [ **Campaign Monitor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-monitor-to-hubspot) - [ **Campaign Monitor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-monitor-to-salesforce) - [ **Campaign Monitor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-monitor-to-slack) - [ **Campaign Monitor to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-monitor-to-google-sheets) - [ **Campaign Monitor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/campaign-monitor-to-gmail) - [ **Campaign Monitor to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/campaign-monitor-to-google-calendar) ## 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 ## Campaign Monitor and Halo Service Solutions, answered ### ### What can start an automation from Campaign Monitor? Any of Campaign Monitor's 3 triggers in the catalog, including New client, New list and New subscriber. 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 Campaign Monitor? 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 Campaign Monitor? Yes. When something happens in Halo Service Solutions, your agent can act in Campaign Monitor too. This page covers both directions: Halo Service Solutions's triggers and Campaign Monitor's actions are listed here as well. ### ### Do I have to build a connector for Campaign Monitor 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 Campaign Monitor 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.