Connect Halo Service Solutions to Loops

Both apps 27Halo Service Solutions 16Loops 11

• 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.

• Action
  Add Contact

  Creates a new contact in your Loops audience, with optional name, user group, subscription status, mailing list memberships and custom contact properties.

• Action
  Add contact property

  Creates a new custom contact property in your Loops account, such as a plan name or signup date, so it can be stored on contacts.

• Action
  Delete Contact

  Deletes a contact from your Loops audience, identified by email address or user ID.

• Action
  Find Contact

  Finds a Loops contact by email address or by your own user ID and returns the matching contact, including its custom properties.

• Action
  Get campaign

  Returns a single Loops campaign by its ID, including its name, status, audience, mailing list and schedule.

• Action
  List campaigns

  Returns all campaigns in your Loops account, with each campaign's name, status, audience and scheduling details.

• Action
  List contact properties

  Returns the contact properties defined in your Loops account, either all of them or only your custom ones.

• Action
  List mailing lists

  Returns every mailing list in your Loops account, with each list's name, description and whether it is public.

• Action
  List transactional emails

  Returns the transactional emails in your Loops account, including each email's id, name, and the data variables it expects.

• Action
  Send Event

  Sends an event for a contact in Loops to trigger workflows, identifying the contact by email or user ID and optionally updating their contact properties and mailing list subscriptions.

• Action
  Update Contact

  Updates a Loops contact identified by email or user ID, including standard fields, custom contact properties and mailing list subscriptions. Creates the contact if no match exists.

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