--- title: "Connect Halo Service Solutions and SureCart - APIANT.ai" description: "When \"New Ticket\" fires in Halo Service Solutions, your agent runs \"Add Customer\" in SureCart." canonical: "https://apiant.ai/connect/halo-service-solutions-to-surecart" --- # Connect Halo Service Solutions and SureCart When **New Ticket** fires in [Halo Service Solutions](https://apiant.ai/connections/halo-service-solutions), your agent runs **Add Customer** in [SureCart](https://apiant.ai/connections/surecart), or **Affiliation Request Created** in SureCart to **Add action to ticket** 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 SureCart **44** triggers SureCart **47** 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 SureCart 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 SureCart can do together ### From Halo Service Solutions to SureCart - When **New Ticket** in Halo Service Solutions then **Add Customer** in SureCart - When **Ticket Updated** in Halo Service Solutions then **Update Customer** in SureCart ### From SureCart to Halo Service Solutions - When **Affiliation Request Created** in SureCart then **Add action to ticket** in Halo Service Solutions - When **Customer Created** in SureCart then **Get customer** 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 SureCart ## Triggers and actions 46 triggers · 61 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 **Affiliation Request Approved** Triggers when a affiliation request is approved. - Trigger **Affiliation Request Created** Triggers when a affiliation request is created. - Trigger **Affiliation Request Denied** Triggers when a new affiliation request is denied. - Trigger **Cancellation Act Created** Triggers when a cancellation act is created. - Trigger **Cancellation Act Updated** Triggers when a cancellation act is updated. - Trigger **Customer Created** Triggers when a customer is created. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Fulfillment Created** Triggers when a fulfillment is created. - Trigger **Fulfillment Deleted** Triggers when a fulfillment is deleted. - Trigger **Fulfillment Updated** Triggers when a fulfillment is updated. - Trigger **Order Created** Triggers when a order is created. - Trigger **Order Delivered** Triggers when a order is delivered. - Trigger **Order Fulfilled** Triggers when a order is fulfilled. - Trigger **Order Paid** Triggers when a order is paid. - Trigger **Order Partially Fulfilled** Triggers when a order is partially fulfilled. - Trigger **Order Partially Shipped** Triggers when a order is partially shipped. - Trigger **Order Payment Failed** Triggers when a order payment fails. - Trigger **Order Processing** Triggers when a order becomes processing. - Trigger **Order Shipped** Triggers when a order is shipped. - Trigger **Order Unfulfilled** Triggers when a order is unfulfilled. - Trigger **Order Voided** Triggers when a order is voided. - Trigger **Payout Completed** Triggers when a payout is completed. - Trigger **Purchase Created** Triggers when a purchase is created. - Trigger **Purchase Invoked** Triggers when a purchase is invoked. - Trigger **Purchase Revoked** Triggers when a purchase is revoked. - Trigger **Purchase Updated** Triggers when a purchase is updated. - Trigger **Referral Approved** Triggers when a referral is approved. - Trigger **Referral Created** Triggers when a referral is created. - Trigger **Refund Created** Triggers when a refund is created. - Trigger **Refund Succeeded** Triggers when a refund succeeds. - Trigger **Return Request Completed** Triggers when a return request is completed. - Trigger **Return Request Created** Triggers when a return request is created. - Trigger **Return Request Deleted** Triggers when a return request is deleted. - Trigger **Return Request Opened** Triggers when a return request is opened. - Trigger **Return Request Updated** Triggers when a return request is updated. - Trigger **Subscription Active** Triggers when a subscription becomes active. - Trigger **Subscription Canceled** Triggers when a subscription is canceled. - Trigger **Subscription Completed** Triggers when a subscription is completed. - Trigger **Subscription Created** Triggers when a subscription is created. - Trigger **Subscription Past Due** Triggers when a subscription becomes past due. - Trigger **Subscription Renewed** Triggers when a subscription is renewed. - Trigger **Subscription Set to Cancel** Triggers when a subscription is set to cancel. - Trigger **Subscription Trialing** Triggers when a subscription becomes trialing. - Trigger **Subscription Updated** Triggers when a subscription is updated. - Action **Add Affiliation Request** Creates a pending affiliate application in your SureCart store. - Action **Add Customer** Creates a customer in your SureCart store. - Action **Add Payout** Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date. - Action **Approve Affiliation Request** Approves a pending affiliate application, turning the applicant into an affiliate. - Action **Approve Referral** Approves a referral that is under review. - Action **Cancel Checkout** Cancels a checkout; its associated order and invoice are voided. - Action **Cancel Subscription** Cancels a subscription, either immediately or at the end of the current billing period. - Action **Complete Payout** Marks a processing affiliate payout as completed (paid). - Action **Complete Return Request** Marks an open return request as completed. - Action **Complete Subscription** Completes a fixed-length (finite) subscription immediately. - Action **Delete Fulfillment** Deletes a fulfillment, returning its order items to unfulfilled. - Action **Delete Return Request** Deletes a return request. - Action **Deny Affiliation Request** Denies a pending affiliate application. - Action **Finalize Checkout** Finalizes a draft checkout so it can be paid. - Action **Find Affiliation** Find an existing affiliation by ID. - Action **Find Affiliation Request** Find an existing affiliation request by ID. - Action **Find Cancellation Act** Find an existing cancellation act by ID. - Action **Find Checkout** Find an existing checkout by ID. - Action **Find Click** Find an existing click by ID. - Action **Find Coupon** Find an existing coupon by ID. - Action **Find Customer** Find an existing customer by ID. - Action **Find Fulfillment** Find an existing fulfillment by ID. - Action **Find Fulfillment Item** Find an existing fulfillment item by ID. - Action **Find Line Item** Find an existing line item by ID. - Action **Find Order** Find an existing order by ID. - Action **Find Payment Intent** Find an existing payment intent by ID. - Action **Find Payment Method** Find an existing payment method by ID. - Action **Find Payout** Find an existing payout by ID. - Action **Find Payout Group** Find an existing payout group by ID. - Action **Find Price** Find an existing price by ID. - Action **Find Product** Find an existing product by ID. - Action **Find Promotion** Find an existing promotion by ID. - Action **Find Purchase** Find an existing purchase by ID. - Action **Find Referral** Find an existing referral by ID. - Action **Find Referral Item** Find an existing referral item by ID. - Action **Find Refund** Find an existing refund by ID. - Action **Find Return Item** Find an existing return item by ID. - Action **Find Return Request** Find an existing return request by ID. - Action **Find Subscription** Find an existing subscription by ID. - Action **Find Tracking** Find an existing tracking by ID. - Action **Invoke Purchase** Re-activates a revoked purchase, restoring the customer's access to the product. - Action **Manually Pay Checkout** Marks a finalized checkout as paid outside SureCart, creating its paid order. - Action **Open Return Request** Re-opens a completed return request. - Action **Preserve Subscription** Records that a customer who started to cancel a subscription chose to keep it. - Action **Revoke Purchase** Revokes a customer's purchase, removing their access to the product. - Action **Update Customer** Updates an existing customer's name, email or phone in your SureCart store. - Action **Update Purchase** Schedules when a customer's purchase will be automatically revoked. ## 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) - [ **SureCart** The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business...](https://apiant.ai/connections/surecart) 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 SureCart - [ **HubSpot to SureCart** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surecart) - [ **Salesforce to SureCart** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surecart) - [ **Google Sheets to SureCart** Google Sheets](https://apiant.ai/connect/google-sheets-to-surecart) - [ **Gmail to SureCart** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surecart) - [ **Google Calendar to SureCart** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surecart) - [ **Google Drive to SureCart** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-surecart) Questions ## Halo Service Solutions and SureCart, 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 SureCart when something happens in Halo Service Solutions? Any of SureCart's 47 actions, including Update Customer, Update Purchase, Add Affiliation Request and Add Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SureCart to Halo Service Solutions? Yes. When something happens in SureCart, your agent can act in Halo Service Solutions too. This page covers both directions: SureCart'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 SureCart? 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 SureCart 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.