--- title: "Connect Halo Service Solutions and Salesmate - APIANT.ai" description: "When \"New Ticket\" fires in Halo Service Solutions, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/halo-service-solutions-to-salesmate" --- # Connect Halo Service Solutions and Salesmate When **New Ticket** fires in [Halo Service Solutions](https://apiant.ai/connections/halo-service-solutions), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Create User** in Halo Service Solutions. Describe the whole flow and it is built, tested on every scenario and kept running. Halo Service Solutions **2** triggers Halo Service Solutions **14** actions Salesmate **2** triggers Salesmate **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Halo Service Solutions and Salesmate 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 Halo Service Solutions and Salesmate can do together ### From Halo Service Solutions to Salesmate - When **New Ticket** in Halo Service Solutions then **Create Contact** in Salesmate - When **Ticket Updated** in Halo Service Solutions then **Update Contact** in Salesmate ### From Salesmate to Halo Service Solutions - When **New De-Activated User** in Salesmate then **Create User** in Halo Service Solutions - When **New User** in Salesmate then **Update user** in Halo Service Solutions 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 Salesmate ## Triggers and actions 4 triggers · 24 actions - 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 De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Each app on its own - [ **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) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) Reviews ## What our customers say ## More from Halo Service Solutions - [ **Halo Service Solutions to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/halo-service-solutions-to-hubspot) - [ **Halo Service Solutions to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/halo-service-solutions-to-salesforce) - [ **Halo Service Solutions to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/halo-service-solutions-to-slack) - [ **Halo Service Solutions to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/halo-service-solutions-to-mailchimp) - [ **Halo Service Solutions to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/halo-service-solutions-to-stripe) - [ **Halo Service Solutions to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/halo-service-solutions-to-shopify) ## More into Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## Halo Service Solutions and Salesmate, 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 Salesmate when something happens in Halo Service Solutions? Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmate to Halo Service Solutions? Yes. When something happens in Salesmate, your agent can act in Halo Service Solutions too. This page covers both directions: Salesmate's triggers and Halo Service Solutions's actions are listed here as well. ### ### Do I have to build a connector for Halo Service Solutions or Salesmate? 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 Salesmate 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.