STEP 1
Connect Chatwoot and Halo
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Chatwoot and Halo Integration
Connect Chatwoot and Halo to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Chatwoot and Halo
Detailed info you need to know about Chatwoot and Halo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Chatwoot to Halo
Set up your Chatwoot and Halo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and Halo nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Chatwoot and Halo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and Halo work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot and Halo that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Chatwoot triggersHalo actions
Chatwoot modules
- Add an Agent to an InboxAdds an agent to a specified inbox.
- Assign a ConversationAssigns a team or a member to a conversation.
- Create a ContactCreates a new contact.
- Create a ConversationCreates a new conversation.
- Create a MessageCreates a new message in the system.
- Create an InboxCreates a new inbox.
- Create a UserCreates a new account user.
- Delete a ContactDeletes a single contact.
- Delete a MessageDeletes a single message from a conversation by ID.
- Get a ContactRetrieves a single contact.
- Get a ConversationRetrieves a single conversation.
- Get an Account ReportReturns an account report for a specific metric.
- Get an InboxRetrieves a single inbox's details.
- Label a ConversationAdds labels to a conversation.
- List Contact ConversationsRetrieves a list of conversations for a contact.
- List ContactsRetrieves a list of contacts from an account.
- List InboxesRetrieves a list of inboxes.
- List MessagesRetrieves a list of messages from a specified conversation.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search ConversationsSearches for conversations.
- Update a ContactUpdates an existing contact.
- Update a ConversationUpdates an existing conversation.
- Update a Conversation Custom AttributesUpdates existing custom attributes for a conversation.
- Update a Conversation PriorityUpdates an existing conversation priority in a given service.
- Update a Conversation StatusUpdates an existing conversation status.
- Update an InboxUpdates an existing inbox by ID.
- Watch EventsTriggers when a specific event occurs.
Halo modules
- Create a ClientCreates a new client contact (one or multiple).
- Create a SiteCreates a new site.
- Create a TicketCreates a new ticket.
- Create a UserCreates a new user (one or multiple).
- Create / Update an ItemCreates or updates one or multiple items.
- Create / Update an OpportunityCreates a new opportunity or updates existing.
- Create / Update a QuoteCreates a new quote details or updates existing.
- Create / Update a Sales OrderCreates or updates one or multiple sales orders.
- Delete a ClientDeletes a single client.
- Delete an ItemDeletes a single item by id.
- Delete an OpportunityDeletes a single opportunity.
- Delete a ProjectDeletes a single project by id.
- Delete a QuoteDeletes a single quote.
- Delete a Sales OrderDeletes a single sales order.
- Delete a TicketDeletes a single ticket.
- Delete a UserDeletes a single user by id.
- Get a ClientRetrieves a single client details.
- Get an ItemRetrieves a single item details.
- Get an OpportunityRetrieves a single opportunity details.
- Get a ProjectRetrieves a single project details.
- Get a QuoteRetrieves a single quote details.
- Get a Sales OrderRetrieves a single sales order details.
- Get a TicketRetrieves a single ticket details.
- Get a UserRetrieves a user by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ClientsPerforms a search for clients by specified criteria.
- Search ItemsSearches for items.
- Search OpportunitiesSearches for opportunities.
- Search ProjectsSearches for projects.
- Search QuotesSearches for quotes.
- Search TicketsSearches for tickets.
- Search UsersSearches for users.
- Update a ClientUpdates existing clients by id (one or multiple).
- Watch ClientsWatches for new clients.
- Watch ItemsWatches for new or updated items.
- Watch OpportunitiesTriggers whenever an opportunity has been created or updated in Halo.
- Watch ProjectsTriggers whenever a project has been created or updated in Halo.
- Watch QuotesTriggers whenever a quote has been created or updated in Halo.
- Watch Sales OrdersWatches for new or updated sales orders.
- Watch TicketsTriggers when a new ticket has been created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Chatwoot and Halo integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Chatwoot and Halo.
Connect your Chatwoot and Halo accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Chatwoot's "Watch Events" fires, WEXTL can "Create a Client" in Halo. Chatwoot has 1 trigger (including Watch Events); Halo has 33 actions (including Create a Client, Create a Site, and Create a Ticket). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Chatwoot-to-Halo automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Chatwoot (or Halo) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Chatwoot + Halo automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Chatwoot and Halo integration.
- Chatwoot and Halo integration source code, module specs and credentials implementation.
- Our Chatwoot and Halo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and Halo — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Chatwoot integration information
- Halo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library