Halo Integration

PSA and service desk for MSPs to manage tickets, clients, projects, quotes, and assets. Connect Halo support activity to workflows that keep customer records and internal teams synchronized. Start with Watch Clients, then trigger Get a Client or Get a Project as issues move forward.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Halo integration

Triggers can detect changes in Halo and run actions that can create, search or modify data inside Halo automatically [3] — exactly how you set them.

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.
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.
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.
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.
Make an API CallPerforms an arbitrary authorized API call.
Update a ClientUpdates existing clients by id (one or multiple).

How to integrate Halo in automation workflow?

3 simple steps to make your Halo connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Halo in workflow

Pick Halo app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Halo

When prompted, authorize access to Halo in WEXTL once. Halo credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Halo account. Approve?

STEP 3

Build a workflow

Build your workflow with Halo yourself or with WEXTL® AI Builder. Connect Halo to any available integrations [5], or use HTTP node to go beyond them.

Halo

How Halo connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Halo app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Halo supports.

Full Halo API documentation

The following table illustrates what fields Halo integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Halo is connected in WEXTL builder [4].

Field	Type	Help
Client IDRequired	password	Follow the instruction to obtain your credentials. Make sure you generate `Client ID and Secret (Services)` credentials type.
Client SecretRequired	password	—
EnvironmentRequired	select	—

Connect Halo to popular apps on WEXTL

Enter a name of the other app you want to sync with Halo below. Click on selected app to explore integration options with Halo. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Halo integration

Select Watch Clients trigger from Halo - this will be a starting point in your automation. Whenever event happens in Halo, workflow will start [7] from Watch Clients node.

Search for Delete a Client, connect it as the next step of integration sequence. You can use filters between Watch Clients and Delete a Client, so only important data pass from Watch Clients to the next step. WEXTL gives you full control over the process of Halo automation. All parts of workflow are visible on the canvas [4].

Halo on WEXTL has 40 modules for crafting support automations. Explore Halo documentation for more.

Video slide demonstrates how Watch Clients and Delete a Client nodes are used in Halo workflow.

Video slide demonstrates how Watch Clients and Delete a Client [6] nodes are used in Halo workflow.

Frequently asked questions

Common questions about automating Halo in your workflows.

Halo has 7 triggers, including "Watch Clients", "Watch Items", and "Watch Opportunities", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 33 actions, including "Get a Client", "Get a Project", and "Get a Quote", and more. Refer to our Halo Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Halo integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Halo official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Halo provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Halo or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Halo inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Halo modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Halo integration.

Halo integration source code, module specs and credentials implementation.
Internal Halo integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Halo vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Halo App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Halo Integration

Supported triggers and actions for Halo integration