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 […]
A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
Please refer to the attached PDF.
PowerShell Integration
In this guide we will cover: – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script PowerShell Configuration This section outlines the configuration that needs to be complete in your PowerShell instance to make integration with Halo possible. Script Writing First you will need to write your PowerShell scripts and make these accessible […]
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. […]
Microsoft Power Automate Integration
In this guide we will cover: – Application Registration – Microsoft Power Automate Configuration The Microsoft Power Automate integration allows you to use Azure Power Automate to create flows that interact with the Halo API, allowing the automation of certain processes. To set this up you need to create a registered application in Halo and […]
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: – Creating the Webhook – Sending the Webhook – Advanced Configuration Creating the Webhook This integration uses webhooks to queue runbooks in Azure. To create a new webhook for a runbook, open the runbook and press the "Add webhook" button. Fig 1. Creating a webhook in Azure. Follow the […]
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 Postman is a tool which can be used to make […]
