Connect Halo Service Solutions and Sellsy

Both apps 40Halo Service Solutions 16Sellsy 24

• 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
  Deleted Task

  Triggers when a task is deleted.

• Trigger
  New Company

  Triggers when a new company (client or prospect) is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Company

  Triggers when a company (client or prospect) is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity Status

  Triggers when the status is changed on an opportunity.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Create Annotation

  Creates a new annotation.

• Action
  Create Company

  Creates a new company (prospect or client).

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Opportunity

  Creates an opportunity.

• Action
  Create Task

  Creates a new Task.

• Action
  Create/Update Company

  Creates a new company (prospect or client). Make an update if we found an existing company with provided email.

• Action
  Create/Update Contact

  Creates a new contact. Make an update if we found an existing contact with provided email.

• Action
  Delete Task

  Deletes a Sellsy task.

• Action
  Find Company

  Finds an existing company (prospect or client).

• Action
  Find Contact

  Finds an existing contact.

• Action
  Get Opportunity

  Returns one Sellsy opportunity by id.

• Action
  Get Task

  Returns one Sellsy task by id.

• Action
  List Opportunity Pipeline Steps

  Lists the steps of a pipeline; supplies the required step id for Create Opportunity.

• Action
  Update Opportunity

  updates an existing opportunity's fields, including its status (open/won/lost/cancelled/...) and pipeline step; a status change fires the opportunity.status webhook event.

• Action
  Update Task

  updates a task's title, description, due date, status etc.; fires task.updated.

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