Connect Halo Service Solutions and Pipeliner

Both apps 39Halo Service Solutions 16Pipeliner 23

• 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.

• Trigger
  New account

  Fires when a new Account is created in Pipeliner.

• Trigger
  New contact

  Fires when a new Contact is created in Pipeliner.

• Trigger
  New lead

  Fires when a new Lead is created in Pipeliner.

• Trigger
  New opportunity

  Fires when a new Opportunity is created in Pipeliner.

• Trigger
  Updated opportunity

  Fires when an Opportunity is updated in Pipeliner.

• Action
  Add account

  Adds a new account

• Action
  Add contact

  Create a new Contact record.

• Action
  Add lead

  Create a new Lead record.

• Action
  Add note

  Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.

• Action
  Add opportunity

  Create a new Opportunity record.

• Action
  Add product

  Create a new Product record.

• Action
  Delete account

  Deletes a Pipeliner account by its id.

• Action
  Delete contact

  Remove Contact with given id.

• Action
  Find accounts by name

  Returns up to 30 accounts whose name matches the specified name.

• Action
  Find contacts by email

  Returns up to 30 contacts whose primary email matches the specified email.

• Action
  Get account

  Retrieves a single account by its id.

• Action
  Get contact

  Return Contact with given id.

• Action
  Get lead

  Return Lead with given id.

• Action
  Get opportunity

  Return Opportunity with given id.

• Action
  Update account

  Update an existing Account record.

• Action
  Update contact

  Update an existing Contact record.

• Action
  Update lead

  Update an existing Lead record.

• Action
  Update opportunity

  Update an existing Opportunity record.

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