Connect Halo Service Solutions and UniBee

Both apps 45Halo Service Solutions 16UniBee 29

• 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 Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code.

• Action
  Add Invoice

  Create a new invoice.

• Action
  Add Payment

  Record/create a new payment.

• Action
  Add Plan

  Create a new subscription plan.

• Action
  Add Product

  Create a new product.

• Action
  Add Subscription

  Create a new subscription for a user against a plan.

• Action
  Add User

  Create a new customer/user record in UniBee.

• Action
  Cancel Subscription

  Cancel a subscription immediately.

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id.

• Action
  Get Payment

  Fetch a single payment's detail by payment id.

• Action
  Get Plan

  Fetch a single plan's detail by plan id.

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id.

• Action
  Get User

  Fetch a single user's profile by user id.

• Action
  List Discount Codes

  List discount codes with pagination/filters.

• Action
  List Invoices

  List invoices with pagination/filters.

• Action
  List Plans

  List plans with pagination/filters.

• Action
  List Products

  List products with pagination/filters.

• Action
  List Subscriptions

  List subscriptions with pagination/filters.

• Action
  List Users

  List/search customer users with pagination.

• Action
  Update User

  Update an existing user's profile fields.

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