Connect Easy Project and Halo Service Solutions

Both apps 30Easy Project 14Halo Service Solutions 16

• Trigger
  New Project

  Triggers when a new project is created in Easy Project.

• Trigger
  New Task

  Triggers when a new task is created in Easy Project.

• Trigger
  Task Comments Web Hook Trigger

  Triggers when a comment is added to a task in Easy Project.

• Action
  Create Planned Project Expense

  Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date.

• Action
  Create Project

  Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values.

• Action
  Create Project Expense

  Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields.

• Action
  Create Project Income

  Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields.

• Action
  Create Task

  Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values.

• Action
  Create Time Entry

  Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date.

• Action
  Find Project

  Returns the projects whose details match the search text you supply.

• Action
  Get Planned Project Expense

  Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags.

• Action
  Get Project Expense

  Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags.

• Action
  Get Project Income

  Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags.

• Action
  Update Task

  Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.