STEP 1
Connect eDesk 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.
eDesk and Halo Integration
Connect eDesk 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 eDesk and Halo
Detailed info you need to know about eDesk and Halo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect eDesk to Halo
Set up your eDesk and Halo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected eDesk 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 eDesk and Halo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between eDesk and Halo work in WEXTL?
WEXTL exposes actions and triggers for eDesk 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.
eDesk triggersHalo actions
eDesk modules
- Create a MessageCreates a new message.
- Create a Sales OrderCreates a new sales order.
- Create a TagCreates a new tag.
- Create a TemplateCreates a new template.
- Create a TicketCreates a new ticket.
- Create an Order Note AttachmentAttaches a file to an order note.
- Create Order NoteCreates a new order note.
- Create Tracking Links for a Sales OrderCreates tracking links for a sales order.
- Delete a MessageDeletes an existing message.
- Delete a Sales OrderDeletes an existing sales order.
- Delete a TagDeletes an existing tag from the system.
- Delete a TemplateDeletes an existing template.
- Delete a TicketDeletes an existing ticket.
- Delete an Order NoteDeletes an existing order note.
- Delete Tracking LinksDeletes tracking links for a sales order.
- Get a MessageRetrieves a single message.
- Get a Sales OrderRetrieves a single sales order.
- Get a TagRetrieves a single existing tag.
- Get a TemplateRetrieves a single template.
- Get a TicketRetrieves a single existing ticket.
- Get an Order NoteRetrieves a single order note.
- Get Sales Order Tracking LinksRetrieves tracking links for a sales order.
- List ChannelsRetrieves all channels.
- List ContactsRetrieves all contacts.
- List Order NotesRetrieves all order notes.
- List Sales OrdersRetrieves all sales orders.
- List Tag GroupsRetrieves all tag groups.
- List TagsRetrieves all tags.
- List TemplatesRetrieves all templates.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a MessageUpdates a message in a given service.
- Update a Sales OrderUpdates an existing sales order.
- Update a TagUpdates an existing tag in the service.
- Update a TemplateUpdates an existing template.
- Update a TicketUpdates a ticket's information in the system.
- Update an Order NoteUpdates an order note in the system.
- Update Sales Order Tracking LinksUpdates tracking links for a sales order.
- Update Ticket DataUpdates ticket data in the system.
- Watch ChannelsTriggers when there are updates in a channel.
- Watch ContactsTriggers when contact changes occur.
- Watch Order NotesTriggers when order note changes occur.
- Watch Sales OrdersTriggers when a sales order is updated.
- Watch Tag GroupsTriggers when a tag group is updated.
- Watch TagsTriggers when there is an update to a tag.
- Watch TemplatesTriggers when a template is updated.
- Watch TicketsTriggers when a ticket is updated.
- Watch UsersTriggers when user updates occur.
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 eDesk 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 eDesk and Halo.
Connect your eDesk 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 eDesk's "Watch Channels" fires, WEXTL can "Create / Update a Quote" in Halo. eDesk has 9 triggers (including Watch Channels, Watch Contacts, and Watch Order Notes); 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. eDesk-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 eDesk (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 eDesk + 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 eDesk and Halo integration.
- eDesk and Halo integration source code, module specs and credentials implementation.
- Our eDesk and Halo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for eDesk 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.
- eDesk integration information
- Halo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library