HaloPSA

HaloPSA

✅ Supported — Manage HaloPSA clients, sites, tickets, and users directly from your workflows.

Credential Setup

When configuring the HaloPSA API credential in Secure Vault, provide:

• Hosting Type — whether you run an on-premise solution or the hosted solution of Halo.
• HaloPSA Authorisation Server URL — the authorisation server endpoint that issues access tokens.
• Resource Server — your resource API endpoint, available at your "Halo Web Application URL/api".
• Client ID — your application client ID.
• Client Secret — your application client secret.
• Tenant — an additional tenant parameter, required only for the hosted solution of Halo.

Operations

Client

• Create — add a new client.
• Delete — remove a client.
• Get — retrieve a single client.
• Get All — list clients, with optional filters and a return-all toggle.
• Update — modify an existing client.

Site

• Create — add a new site under a client.
• Delete — remove a site.
• Get — retrieve a single site.
• Get All — list sites, with optional filters and a return-all toggle.
• Update — modify an existing site.

Ticket

• Create — open a new ticket with a summary, details, and ticket type.
• Delete — remove a ticket.
• Get — retrieve a single ticket.
• Get All — list tickets, with optional filters and a return-all toggle.
• Update — modify an existing ticket.

User

• Create — add a new user under a site.
• Delete — remove a user.
• Get — retrieve a single user.
• Get All — list users, with optional filters and a return-all toggle.
• Update — modify an existing user.

Get and Get All operations support a simplify option that trims responses to the most relevant fields.

Compatibility

All operations supported.