Integration
Connect Halo Service Solutions and Simplicate
When New Ticket fires in Halo Service Solutions, your agent runs Update Contact in Simplicate, or New Companies in Simplicate to Add action to ticket in Halo Service Solutions. 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 Simplicate 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Simplicate can do together
From Halo Service Solutions to Simplicate
When New Ticket in Halo Service Solutions
then Update Contact in Simplicate
From Simplicate to 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 Simplicate
Triggers and actions 21 triggers · 24 actions
- New Ticket
Triggers when a new ticket is logged in Halo.
- Ticket Updated
Triggers when a ticket is created or updated in Halo.
- Add action to ticket
Adds a new action (note, update or outcome) to an existing Halo ticket.
- Add project
Creates a new project in Halo and returns the created project record.
- Create Site
Creates a new site for a customer in Halo.
- Create Ticket
Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
- Create User
Creates a new end user in Halo under the chosen site.
- Get customer
Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
- Get project
Returns a single Halo project by its ID, including its details and custom fields.
- Get ticket
Returns a single Halo ticket by its ID, optionally with extra details and its last action.
- Get user
Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
- List customers
Returns a list of customers (clients) in Halo, optionally filtered by search text or top level.
- List tickets
Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
- List users
Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
- Update ticket
Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
- Update user
Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values.
- Invoices Paid
Triggers when a payment is registered against an invoice in Simplicate.
- Invoices Sent
Triggers when an invoice moves to the Sent status in Simplicate.
- New Companies
Triggers when a new company is created in Simplicate.
- New Contacts
Triggers when a new contact is created in Simplicate.
- New Employees
Triggers when a new employee is created in Simplicate.
- New Hours
Triggers when a new hours registration is created in Simplicate.
- New or Updated Companies
Triggers when a company is created or updated in Simplicate.
- New or Updated Contacts
Triggers when a contact is created or updated in Simplicate.
- New or Updated Employees
Triggers when a employee is created or updated in Simplicate.
- New or Updated Projects
Triggers when a project is created or updated in Simplicate.
- New or Updated Sales
Triggers when a sale is created or updated in Simplicate.
- New Projects
Triggers when a new project is created in Simplicate.
- New Sales
Triggers when a new sale is created in Simplicate.
- New Services
Triggers when a new project service is created in Simplicate.
- New Timeline Notes
Triggers when a new timeline note is created in Simplicate.
- Quotes Sent
Triggers when a quote is sent in a Simplicate sales process.
- Sales Accepted
Triggers when a sale is marked accepted in Simplicate.
- Updated Hours
Triggers when a hours registration is created or updated in Simplicate.
- Updated Services
Triggers when a project service is created or updated in Simplicate.
- Find Company by ID
Returns one company by its Simplicate ID.
- Find Company by Name
Finds the first company whose name matches, and returns it.
- Find Contact by Email
Finds the first contact whose email matches, and returns it.
- Find Contact by ID
Returns one contact by its Simplicate ID.
- Find Project by ID
Returns one project by its Simplicate ID.
- Find Sales by ID
Returns one sale by its Simplicate ID.
- Update Company
Updates an existing company in Simplicate; only the fields you fill in change.
- Update Contact
Updates an existing contact in Simplicate; only the fields you fill in change.
- Update Project
Updates an existing project in Simplicate; only the fields you fill in change.
- Update Sales
Updates an existing sale in Simplicate; only the fields you fill in change.
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
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Questions
Halo Service Solutions and Simplicate, 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 Simplicate when something happens in Halo Service Solutions?
Any of Simplicate's 10 actions, including Update Company, Update Contact, Update Project and Update Sales. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplicate to Halo Service Solutions?
Yes. When something happens in Simplicate, your agent can act in Halo Service Solutions too. This page covers both directions: Simplicate'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 Simplicate?
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 Simplicate 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.