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 […]

Runbook: Append a Recurring Invoice from Sales Order lines

DISCLAIMER: This is just an example of using runbooks, configuring an automation to work in this way is very difficult due to the different set up you may have on your sales orders and invoices. The idea of this guide is to give a good example of the different configuration options within runbooks. After creating […]

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 […]

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. […]

Triggering Automation Policies in RMM via HaloPSA

In this guide we will cover: – How to trigger automation policies in NinjaOne – How to trigger automation policies in N-Central  NinjaOne By leveraging the functionality around HaloPSA's Custom Integration Runbooks and NinjaOne's API Applications, we can initiate Scripts from NinjaOne's automation library directly from HaloPSA. Trials created as of the 16th of April […]

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 […]