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HaloPSA

Create, inspect, list, and delete HaloPSA tickets, with customer, site, user, agent, asset, and ticket-routing lookups.

What agents can do

Actions85

  • Create ticket

    Create one HaloPSA ticket from a summary and optional details and routing IDs; sends the provider-required one-item array body.

  • Delete agent

    Request deletion of one HaloPSA agent by numeric ID.

  • Delete appointment

    Delete one HaloPSA appointment by numeric ID.

  • Delete asset

    Delete one HaloPSA asset by numeric ID.

  • Delete attachment

    Delete one HaloPSA attachment by numeric ID.

  • Delete client contract

    Delete one HaloPSA client contract by numeric ID.

  • Delete customer

    Delete one HaloPSA customer by numeric ID.

  • Delete invoice

    Delete one HaloPSA invoice by numeric ID.

52 more
  • Delete item

    Delete one HaloPSA inventory or service item by numeric ID.

  • Delete knowledge base article

    Delete one HaloPSA knowledge-base article by numeric ID.

  • Delete opportunity

    Delete one HaloPSA sales opportunity by numeric ID.

  • Delete project

    Delete one HaloPSA project by numeric ID.

  • Delete quotation

    Delete one HaloPSA quotation by numeric ID.

  • Delete report

    Delete one HaloPSA report definition by numeric ID.

  • Delete site

    Delete one HaloPSA customer site by numeric ID.

  • Delete status

    Delete one HaloPSA ticket-status configuration record by numeric ID.

  • Delete supplier

    Delete one HaloPSA supplier by numeric ID.

  • Delete team

    Delete one HaloPSA team by numeric ID.

  • Delete ticket

    Delete one HaloPSA ticket by numeric ID, optionally recording a reason.

  • Delete ticket action

    Delete one HaloPSA ticket action by numeric action ID and its parent ticket ID.

  • Delete ticket type

    Delete one HaloPSA ticket-type configuration record by numeric ID.

  • Delete user

    Delete one HaloPSA end user by numeric ID.

  • Get agent

    Return one HaloPSA agent by numeric ID.

  • Get appointment

    Return one HaloPSA appointment by numeric ID, optionally with extra detail objects.

  • Get asset

    Return one HaloPSA asset by numeric ID, optionally including activity, allowed statuses, details, diagram data, and hierarchy data.

  • Get attachment

    Download one HaloPSA attachment by numeric ID.

  • Get client contract

    Return one HaloPSA client contract by numeric ID, with optional expanded billing, asset, user, schedule, and period details.

  • Get current agent

    Return a compact identity for the HaloPSA agent authorized by the current connection, without claims or access-control records.

  • Get customer

    Return one HaloPSA customer by numeric ID, with optional expanded, activity, ticket-type, period, and pre-pay data.

  • Get invoice

    Return one HaloPSA invoice by numeric ID, optionally with extra detail objects.

  • Get item

    Return one HaloPSA inventory or service item by numeric ID, optionally with expanded details and tenant-specific accounting data; additional provider fields are preserved.

  • Get knowledge base article

    Return one HaloPSA knowledge-base article by numeric ID, optionally with expanded details and language or organisation context.

  • Get opportunity

    Return one HaloPSA sales opportunity by numeric ID, optionally with extra provider detail objects.

  • Get project

    Return one HaloPSA project by numeric ID, optionally with expanded details.

  • Get quotation

    Return one HaloPSA quotation by numeric ID, optionally with expanded details or portal-view context.

  • Get report

    Return one HaloPSA report definition by numeric ID.

  • Get site

    Return one HaloPSA customer site by numeric ID, with optional customer, permission, activity, detail, setup, and ticket-type context.

  • Get status

    Return one HaloPSA ticket-status configuration record by numeric ID, optionally including its detailed configuration.

  • Get supplier

    Return one HaloPSA supplier by numeric ID, optionally including expanded details; additional provider fields are preserved.

  • Get team

    Return one HaloPSA team by numeric ID, optionally including agent details and expanded team objects.

  • Get ticket

    Return one HaloPSA ticket by numeric ID, with core assignment and classification fields and optional expanded details and most recent action.

  • Get ticket action

    Get one HaloPSA ticket action by numeric action ID, optionally providing its ticket ID and requesting expanded details.

  • Get ticket type

    Return one HaloPSA ticket type by numeric ID.

  • Get user

    Return one HaloPSA end user by numeric ID, with optional customer, site, ticket-type, opportunity, supplier, activity, billing, asset, and detail context.

  • List agents

    Return compact HaloPSA agent records for assignment lookup, optionally filtered by name, email address, telephone number, or team ID.

  • List appointments

    Return one page of HaloPSA appointments, optionally filtered by customer, ticket, date range, or search text.

  • List assets

    Return one page of HaloPSA assets, optionally filtered by customer, site, user, asset type, search text, and active state.

  • List attachments

    List HaloPSA attachment metadata, optionally for one ticket.

  • List client contracts

    Return one page of HaloPSA client contracts, optionally filtered by customer, site, search text, and active state.

  • List customers

    Return one page of HaloPSA customers, optionally filtered by name and active state.

  • List invoices

    Return one page of HaloPSA invoices, optionally filtered by date, customer, site, ticket, user, or search text.

  • List items

    Return one page of HaloPSA inventory and service items with the provider's documented status, asset, supplier, accounting, stock, search, and ordering filters.

  • List knowledge base articles

    Return one page of HaloPSA knowledge-base articles using the provider's documented status, access, relationship, language, search, and ordering filters.

  • List opportunities

    Return one page of HaloPSA sales opportunities, optionally filtered by customer, assignment, status, date range, or search text.

  • List priorities

    Return HaloPSA policy-priority mappings used to classify tickets, optionally filtered by SLA policy ID.

  • List projects

    Return one page of HaloPSA projects.

  • List quotations

    Return HaloPSA quotations with customer, state, approval, processing, text, attachment, ordering, and page filters.

  • List reports

    Return one page of HaloPSA report definitions with the provider's documented access, chart, customer, publication, ordering, group, search, and type filters.

  • List sites

    Return one page of HaloPSA customer sites, optionally filtered by customer, name, and active state.

  • List statuses

    Return HaloPSA ticket statuses, optionally constrained to a ticket type or a specific ticket's valid context.

And 25 more in Definable.

How it connects

You sign in to HaloPSA in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.