Integrations
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FAQ List: Automation Tools

Automated Statement of Work Generation and AI Project task Creation

In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. When quoting customers for products that […]

PowerShell Integration

In this guide we will cover: – What is the PowerShell Integration? – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script What is the PowerShell Integration? PowerShell can be integrated with Halo to run scripts based on Halo events. PowerShell Configuration This section outlines the configuration that needs to be complete in […]

Filtering responses via the ‘datesearch’ query parameter

In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]

Runbooks – Authorising API Access into Your Own Halo Instance

In this guide we will cover: – Creating an API Application – Creating an API-Only Agent – Creating a Custom Integration Creating an API Application Within Halo you can create an API Application and then a custom integration, in order to perform GET's, POST's, etc… to API Endpoints in your Halo. For the purposes of […]

Microsoft Power Automate Integration

In this guide we will cover: – What is the Microsoft Power Automate Integration? – Application Registration – Microsoft Power Automate Configuration – Flows – Common Issues What is the Microsoft Power Automate Integration? The Microsoft Power Automate integration allows you to use Azure Power Automate to create flows that interact with the Halo API, […]

Creating a New Application for API Connections

In this guide we will cover: – API Details – Application Configuration Related Guides: Halo Integrator This guide outlines the configuration of Halo applications which can be used to connect applications to your instance of Halo via the API. API Details Navigate to Configuration > Integrations > Halo API to see the related configuration page. […]

Azure Automation Integration

In this guide we will cover: – What is the Azure Automation Integration? – Creating the Webhook – Sending the Webhook – Advanced Configuration What is the Azure Automation Integration? Azure Automate can be integrated with Halo to automate service requests like mailbox creation, access granting and new users. Creating the Webhook This integration uses […]

Using Postman

In this guide we will cover: – Getting Authentication Credentials – Creating a Collection in Postman – Making API Requests – Bulk Updating Data Related Guides: A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman   Runbooks – Authorising API Access into Your Own Halo […]