Connect Halo Service Solutions to Retently

Both apps 32Halo Service Solutions 16Retently 16

• 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
  Apply Tag to Response

  Adds a tag to a survey response.

• Action
  Apply Topic to Response

  Adds a topic to a survey response.

• Action
  Create or Update Customer

  Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.

• Action
  Delete Customer

  Deletes a customer and all their associated data from Retently, identified by email address.

• Action
  Find Company

  Finds a Retently company by its website domain (or company ID) and returns its full record.

• Action
  Find Customer by Email

  Returns up to 20 Retently customers that match the specified email address.

• Action
  Get campaign report

  Returns NPS/CX score and response-volume report data for a campaign over a date range.

• Action
  Get Company

  Fetches a company by ID. An error occurs if the company is not found.

• Action
  Get Customer

  Fetches a customer by ID. An error occurs if the customer is not found.

• Action
  Get feedback

  Retrieves a single survey response (feedback) by its Retently ID.

• Action
  Get latest score

  Returns the most recent NPS/CX score snapshot for the account or a given campaign.

• Action
  List Campaigns

  Lists the survey campaigns in the Retently account.

• Action
  List Companies

  Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.

• Action
  List Customers

  Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter.

• Action
  Resubscribe customer

  Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.

• Action
  Unsubscribe Customer

  Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.

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