STEP 1
Connect DaySmart Vet 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.
DaySmart Vet and Halo Integration
Connect DaySmart Vet 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 DaySmart Vet and Halo
Detailed info you need to know about DaySmart Vet and Halo integrations in WEXTL. Explore which modules apps support and how you connect them.
DaySmart Vet
Cloud veterinary practice management for scheduling, records, and client communication. [5]
How to connect DaySmart Vet to Halo
Set up your DaySmart Vet and Halo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected DaySmart Vet 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 DaySmart Vet and Halo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between DaySmart Vet and Halo work in WEXTL?
WEXTL exposes actions and triggers for DaySmart Vet 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.
DaySmart Vet triggersHalo actions
DaySmart Vet modules
- Cancel a Wellness PlanCancels a wellness plan for a user or customer.
- Create a ClientCreates a client in the system.
- Create a PatientCreates a new patient record in the system.
- Create a PaymentCreates a payment within the payment processing service.
- Create a Wellness PlanCreates a wellness plan based on specific criteria or preferences.
- Create an AppointmentCreates an appointment in the specified calendar.
- Get a ClientRetrieves the information of a client from the service.
- Get a PatientRetrieves information about a specific patient based on their ID or other identifiers.
- Get a Wellness PlanRetrieves a wellness plan based on specified criteria or user needs.
- Get an AppointmentRetrieves an appointment from the service based on specified criteria.
- Get an Inventory AdjustmentRetrieves details of a specific inventory adjustment.
- Get an Inventory ItemRetrieves information about a specific inventory item.
- Get an Inventory PurchaseRetrieves details of an inventory purchase by its ID.
- Get AppointmentsRetrieves scheduled appointments for a user or service.
- Get ClientsRetrieves a list of clients from the service.
- Get ContactsRetrieves contacts from the service.
- Get Inventory AdjustmentsRetrieves inventory adjustments for a specified range or criteria.
- Get Inventory ItemsRetrieves inventory items from the specified source.
- Get Inventory PurchasesRetrieves inventory purchases from a specified source.
- Get InvoicesRetrieves invoices from a service.
- Get Medical NotesRetrieves medical notes from the service.
- Get PatientsRetrieves a list of patients from the database.
- Get PaymentsRetrieves payment details from the service.
- Get Staff MembersRetrieves information about staff members from the service.
- Get Time SheetsRetrieves time sheets from the service.
- Get Wellness PlansRetrieves wellness plans based on specific criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ClientUpdates the information of an existing client in the service.
- Update a PatientUpdates a patient's information in the system.
- Update a Wellness PlanUpdates a wellness plan for a specific user.
- Update an AppointmentUpdates an appointment with new details.
- Update an Appointment StatusUpdates the status of an appointment in the system.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch InventoriesTriggers when there is a change in the inventory data.
- Watch Inventory AdjustmentsTriggers when an inventory adjustment is made.
- Watch Inventory PurchasesTriggers when an inventory purchase is made.
- Watch InvoicesTriggers when a new invoice is created or an existing invoice is updated.
- Watch Medical NotesTriggers when a new medical note is created.
- Watch PatientsTriggers when a new patient is added or updated.
- Watch PaymentsTriggers when a new payment is made.
- Watch StaffsTriggers when a new staff member is added or updated in the system.
- Watch Time SheetsTriggers when a new time sheet is created.
- Watch Wellness PlansTriggers when a wellness plan is added or updated.
Halo modules
- Create / Update a QuoteCreates a new quote details or updates existing.
- Create / Update a Sales OrderCreates or updates one or multiple sales orders.
- Create / Update an ItemCreates or updates one or multiple items.
- Create / Update an OpportunityCreates a new opportunity or updates existing.
- 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).
- Delete a ClientDeletes a single client.
- 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.
- Delete an ItemDeletes a single item by id.
- Delete an OpportunityDeletes a single opportunity.
- Get a ClientRetrieves a single client 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.
- Get an ItemRetrieves a single item details.
- Get an OpportunityRetrieves a single opportunity details.
- 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 DaySmart Vet 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 DaySmart Vet and Halo.
Connect your DaySmart Vet 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 DaySmart Vet's "Watch Appointments" fires, WEXTL can "Create / Update a Quote" in Halo. DaySmart Vet has 12 triggers (including Watch Appointments, Watch Clients, and Watch Inventories); Halo has 33 actions (including Create / Update a Quote, Create / Update a Sales Order, and Create / Update an Item). 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. DaySmart Vet-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 DaySmart Vet (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 DaySmart Vet + 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 DaySmart Vet and Halo integration.
- DaySmart Vet and Halo integration source code, module specs and credentials implementation.
- Our DaySmart Vet and Halo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for DaySmart Vet 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.
- DaySmart Vet integration information
- Halo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library