Connect Halo Service Solutions and vTiger CRM

Both apps 40Halo Service Solutions 16vTiger CRM 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
  New Contact (polling)

  Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New event

  Triggered when any new event is added to your calendar.

• Trigger
  New Lead (polling)

  Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New opportunity

  Triggered when a new opportunity (Potential) is created in vTiger CRM.

• Trigger
  New organization

  Triggered when any new organization (Account) is added in vTiger CRM.

• Trigger
  New ticket

  Triggered when any new ticket (HelpDesk record) is added.

• Action
  Create Account

  Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.

• Action
  Create Contact

  Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.

• Action
  Create Lead

  Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.

• Action
  Create Opportunity

  Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.

• Action
  Create Record

  Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).

• Action
  Create Ticket

  Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.

• Action
  Delete Record

  Delete a vTiger record by its id (e.g. 11x123).

• Action
  Describe Module

  Describe the fields and metadata of a vTiger module.

• Action
  Get Current User (me)

  Return the logged-in vTiger user — useful as a connection/auth smoke test.

• Action
  List Accounts

  List Accounts (organizations) via VTQL. Optional limit (default 100).

• Action
  List Contacts

  List Contacts via VTQL. Optional limit (default 100).

• Action
  List Leads

  List Leads via VTQL. Optional limit (default 100).

• Action
  List Modules (listtypes)

  List all accessible vTiger modules (element types).

• Action
  List Opportunities

  List Opportunities (Potentials) via VTQL. Optional limit (default 100).

• Action
  List Tickets

  List Help Desk Tickets via VTQL. Optional limit (default 100).

• Action
  Query (VTQL)

  Run a vTiger Query Language (VTQL) SELECT statement and return matching records.

• Action
  Retrieve Record

  Retrieve a single record by its vTiger record id (e.g. 11x123).

• Action
  Update Record

  Update an existing vTiger record. The element JSON must include the record id and all mandatory fields.

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