Integration
Connect Halo Service Solutions to Onpipeline
When New Ticket fires in Halo Service Solutions, your agent runs Add Lead (Leads In) in Onpipeline. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Halo Service Solutions and Onpipeline to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Halo Service Solutions can start in Onpipeline
When New Ticket in Halo Service Solutions
then Add Lead (Leads In) in Onpipeline
When Ticket Updated in Halo Service Solutions
then Update Deal in Onpipeline
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 Halo Service Solutions and Onpipeline
Triggers and actions 2 triggers · 23 actions
Trigger
New TicketTriggers when a new ticket is logged in Halo.
Trigger
Ticket UpdatedTriggers when a ticket is created or updated in Halo.
Action
Add action to ticketAdds a new action (note, update or outcome) to an existing Halo ticket.
Action
Add projectCreates a new project in Halo and returns the created project record.
Action
Create SiteCreates a new site for a customer in Halo.
Action
Create TicketCreates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
Action
Create UserCreates a new end user in Halo under the chosen site.
Action
Get customerReturns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
Action
Get projectReturns a single Halo project by its ID, including its details and custom fields.
Action
Get ticketReturns a single Halo ticket by its ID, optionally with extra details and its last action.
Action
Get userReturns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
Action
List customersReturns a list of customers (clients) in Halo, optionally filtered by search text or top level.
Action
List ticketsReturns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
Action
List usersReturns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
Action
Update ticketUpdates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
Action
Update userUpdates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values.
Action
Add Lead (Leads In)Adds a new lead to the Onpipeline Leads inbox.
Action
Add OrganizationAdds a new organization
Action
Add PersonAdds a new contact person to Onpipeline, optionally linked to an organization, with email addresses, phone numbers and custom field values.
Action
Find OrganizationReturns the organizations that match the specified name, ID, address or custom field criteria.
Action
Find PersonReturns the persons that match the specified name, organization, id, date range or custom field values.
Action
List DealsReturns the deals in your Onpipeline account, optionally narrowed by deal ID, status, owner, linked person or organization, pipeline, stage, product, lost reason or created/closed dates.
Action
Update DealUpdates an existing deal by ID. Only the fields you fill in are changed.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person (contact) in Onpipeline by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Halo Service Solutions
Halo Service Solutions to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Halo Service Solutions to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Halo Service Solutions to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Halo Service Solutions to MailchimpMailchimp marketing automation and email platform.
Halo Service Solutions to StripeStripe is a payment processing platform for online businesses.
Halo Service Solutions to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Onpipeline
HubSpot to OnpipelineHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to OnpipelineSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to OnpipelineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to OnpipelineGoogle Sheets
Gmail to OnpipelineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OnpipelineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Halo Service Solutions and Onpipeline, answered
What can start an automation from Halo Service Solutions?
Any of Halo Service Solutions's 2 triggers in the catalog, including New Ticket and Ticket Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Onpipeline when something happens in Halo Service Solutions?
Any of Onpipeline's 9 actions, including Update Deal, Update Organization, Update Person and Add Lead (Leads In). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Onpipeline to Halo Service Solutions?
Onpipeline has no triggers in the catalog today, so automations start in Halo Service Solutions. If you need the other direction, ask: your agent reads Onpipeline's API documentation and adds it.
Do I have to build a connector for Halo Service Solutions or Onpipeline?
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 Halo Service Solutions and Onpipeline 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.