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FAQ List: Custom Integrations and Runbooks

Custom Integrations

In this guide we will cover: – What are Custom Integrations? – Creating a Custom Integration – Custom Integration Methods  – Executing Custom Integration Methods – Runbooks What are Custom Integrations? Custom Integrations in Halo are used to authenticate access and execute requests to other APIs. This allows you to integrate your Halo instance with […]

Troubleshooting API Errors

In this guide we will cover: – What are API errors  – How to obtain and interpret API errors in Halo – HTTP Status Codes – Error Examples in Halo In this guide we will cover what each of the HTTP status codes and API error codes means in the context of Halo and how […]

Webhook and Integration Runbook Access Control

In this Guide we will cover: – What is Webhook and Integration Runbook Access Control?  -Giving Access Control  What is Webhook and Integration Runbook Access Control?  Access control can be set against integration runbooks and webhooks to allow certain agents configuration access to selected webhooks and runbooks. This allows you to grant configuration access to […]

Using HaloDBLookupService to run custom integration methods on internally facing APIs

In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]

Execute Automation Runbooks from the Chatbot

In this guide we will cover: – Introduction – How to trigger a Runbook from the chatbot – Use Chat Data in a Runbook – Keep the User updated on Runbook progress – Auditing the Runbook – Restrict the chat progress based on Runbook Result message Related Guides:  Chat Bot and Chat Profiles Virtual Agents […]

Backend Services Monitoring

In this guide we will cover: – What is Backend Services Monitoring?  – Navigating the Backend Services Monitoring area – Common Errors What is Backend Services Monitoring?  Backend services monitoring in Halo allows you to monitor services, automations and events that run on the backend of Halo. This includes integration syncs, incoming and outgoing email, […]

Webhook To Trigger a Runbook

In this guide we will cover: – How to setup a webhook to trigger a runbook Within the Runbooks module of Halo you can generate a link to the runbook from which you can send payloads to. To begin configuring this, create a new runbook by navigating to Configuration > Integrations > Custom Integrations and […]

Runbook: Update the Estimated Time Based on the Category Chosen

Credits to – Connor Fagan (Video) and Robbie Emerson (Author of the Guide) from Renada. This Below video goes over the use case of this runbook and a high level overview of the set up.         The purpose of this runbook is to update the estimated time field of a ticket, based off of the category […]

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 […]