--- title: "Connect Erpnext and Halo Service Solutions - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Get customer\" in Halo Service Solutions." canonical: "https://apiant.ai/connect/erpnext-to-halo-service-solutions" --- # Connect Erpnext and Halo Service Solutions When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Get customer** in [Halo Service Solutions](https://apiant.ai/connections/halo-service-solutions), or **New Ticket** in Halo Service Solutions to **Add Contact** in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** 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 Erpnext 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 Erpnext and Halo Service Solutions can do together ### From Erpnext to Halo Service Solutions - When **New Customer** in Erpnext then **Get customer** in Halo Service Solutions - When **New Sales Invoice** in Erpnext then **Add action to ticket** in Halo Service Solutions ### From Halo Service Solutions to Erpnext - When **New Ticket** in Halo Service Solutions then **Add Contact** in Erpnext - When **Ticket Updated** in Halo Service Solutions then **Add Customer** in Erpnext 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 Erpnext and Halo Service Solutions ## Triggers and actions 4 triggers · 44 actions - Trigger **New Customer** Fires when a new customer is created. - Trigger **New Sales Invoice** Fires when a new sales invoice is created. - Action **Add Contact** Create a new contact. - Action **Add Customer** Create a new customer record. - Action **Add Item** Create a new item (product/service) record. - Action **Add Lead** Create a new lead. - Action **Add Sales Invoice** Create a new sales invoice. - Action **Add Sales Order** Create a new sales order. - Action **Delete Contact** Delete a contact record. - Action **Delete Customer** Delete a customer record. - Action **Delete Item** Delete an item record. - Action **Delete Lead** Delete a lead record. - Action **Delete Sales Invoice** Delete a sales invoice record. - Action **Delete Sales Order** Delete a sales order record. - Action **Get Contact** Retrieve a single contact by name/id. - Action **Get Customer** Retrieve a single customer by name/id. - Action **Get Item** Retrieve a single item by name/id. - Action **Get Lead** Retrieve a single lead by name/id. - Action **Get Sales Invoice** Retrieve a single sales invoice by name/id. - Action **Get Sales Order** Retrieve a single sales order by name/id. - Action **List Contacts** List contact records with optional filters. - Action **List Customers** List customer records with optional filters. - Action **List Items** List item records with optional filters. - Action **List Leads** List lead records with optional filters. - Action **List Sales Invoices** List sales invoice records with optional filters. - Action **List Sales Orders** List sales order records with optional filters. - Action **Update Contact** Update fields on an existing contact. - Action **Update Customer** Update fields on an existing customer. - Action **Update Item** Update fields on an existing item. - Action **Update Lead** Update fields on an existing lead. - Action **Update Sales Invoice** Update fields on an existing sales invoice. - Action **Update Sales Order** Update fields on an existing sales order. - 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 - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **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 Erpnext - [ **Erpnext to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/erpnext-to-pipedrive) - [ **Erpnext to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/erpnext-to-pandadoc) - [ **Erpnext to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/erpnext-to-supabase) - [ **Erpnext to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/erpnext-to-vercel) - [ **Erpnext to FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/erpnext-to-freeagent) - [ **Erpnext to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/erpnext-to-google-chat) ## 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 ## Erpnext and Halo Service Solutions, answered ### ### What can start an automation from Erpnext? Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. 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 Erpnext? 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 Erpnext? Yes. When something happens in Halo Service Solutions, your agent can act in Erpnext too. This page covers both directions: Halo Service Solutions's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext 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 Erpnext 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.