Custom Integrations and Runbooks
9 guides
Creating Report Data Within a Runbook (Matching and Merging to Existing Alert Tickets)
This article provides a guide on creating report data within a runbook and matching email alerts to existing alert tickets. It explains how to configure runbooks to pull data from a Halo database using SQL queries, and how to manage alert tickets by merging them based on a shared Alert Ticket ID. The article details the steps for creating and using runbook-level variables, setting up email rules to capture alert IDs, and configuring runbooks to update or merge tickets as new alerts arrive.
Custom Integrations/Runbooks
This article provides a comprehensive guide to creating and managing custom integrations and runbooks in the Halo platform. It covers the basic building blocks of runbooks, runbook statistics, various trigger options, and how to use output variables in subsequent steps. The guide also includes methods for integrating with external APIs, using Halo API actions, and securing sensitive data through encryption. Practical examples are given to illustrate the steps required to configure and use runbooks effectively, including triggering actions based on ticket workflows and custom buttons.
Iterative Runbooks
Runbook: Append a Recurring Invoice from Sales Order lines
Runbook: Update Status of Child Tickets
Runbook: Update the Estimated Time Based on the Category Chosen
Runbooks - Authorising API Access into Your Own Halo Instance
Triggering Automation Policies in RMM via Halo
Webhook To Trigger a Runbook
This article provides a detailed guide on setting up a webhook to trigger a runbook in Halo's Runbooks module. The process involves creating a new runbook, obtaining its URL for use as a webhook payload URL, and defining an event trigger, such as 'Invoice Created'. The guide explains how to configure settings, view logs, and utilize runbook-level variables, using the example of an Invoice ID. The runbook URL allows external triggers to initiate predefined sequences through POST requests.