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 […]

Setting Up An API Agent

In this guide we will cover: – Setting up an API Agent – Use of an API Agent API agent accounts do not take up licences, are free of charge and are used for accessing the Halo Integrator and API connections.  Setting up an API Agent To set up an API agent account, go to […]

Iterative Runbooks

In this guide we will cover: – General Runbook Configuration – Iterating through the runbook – Runbook Scheduling – Additional Information Runbooks can be used to iterate through an array of data. This can be achieved by following the guide below. The first thing to consider when configuring runbooks is the authorization of the API. […]

How to start using the Halo API

In this guide we will cover: – Navigating to the API Configuration – Creating an Application – Examples Navigating to the API Configuration Go to Configuration > Integrations > Halo API. Here you will see the Resource Server URL and the Authorisation Server URL as well as your tenant name (if applicable). Fig 1. API […]

Custom Integrations/Runbooks

In this guide we will cover: – Building blocks of runbooks  – Worked Example  – Actions that can be completed through the API – Using Previous output variables in subsequent steps The Building Blocks of Runbooks Authentication Head to Configuration > Integrations > Custom Integrations and create a new Custom Integration. When creating a new […]

Runbook: Update Status of Child Tickets

In this guide we will cover: – Creating a Runbook to Update Child Statuses Creating a Runbook to Update Child Statuses One of the useful functions of runbooks is updating the child tickets that are attached to the parent, it can be done through an iterative runbook using a Halo API Action. The finished Runbook […]