Integrations

3CX Integration

8x8 Integration

Addigy Integration

This article provides a guide on integrating Addigy with Halo for asset management and alerting. It explains how to connect Halo to Addigy, set up asset imports on a schedule, and manage alerts. The integration can synchronize assets and generate alert tickets, with assets imported using the Halo integrator to ensure details are up-to-date. The guide covers the connection process, obtaining API credentials, and configuring asset mappings. It also includes instructions for either automatic asset import or alert processing using the Halo integrator or webhooks, depending on the API version used.

ADFS Integration

Adobe Acrobat Sign Integration

AI Azure Translator

This article provides a guide on integrating and using Azure AI Translator in Halo. It explains how to enable and configure the module, highlighting the steps to obtain an API key and set region parameters. The guide includes instructions for translating notes in tickets and using translation features in the Self-Service Portal. It also covers auto-translating language packs and configuring action toggles for translation. The service allows for translations of user and agent notes into the viewer's language, with options for text or HTML translations and a monthly character limit.

AI Emotion Detection (Old functionality)

AnyDesk Integration

Atera RMM Integration

This article provides a guide on integrating Atera RMM with Halo for efficient management and synchronization of customer and device data. It details the steps for connecting the systems, importing customers and assets, and setting up automatic data syncing. The integration enables seamless management of alerts, creating tickets in Halo when an alert is triggered in Atera and resolving alerts and tickets across both platforms. Instructions on enabling the integration and configuring alert processing are also included for effective monitoring and management.

Auvik Integration

This article provides a comprehensive guide on integrating Auvik with Halo, detailing steps for generating an API key, configuring general settings, and mapping sites, networks, and devices between the two platforms. It covers the option to import and manage assets, enabling alert systems via webhooks, and specifying authentication methods such as Basic Authentication and OAuth 2.0. The article also includes instructions for setting up a webhook and associating alerts with notification channels in Auvik. Troubleshooting tips are provided for resolving common import errors.

Azure Automation Integration

Azure Deltas

This article explains Azure Deltas, a feature in Microsoft Entra and CSP integrations, allowing for efficient data handling by updating only modified records through the Microsoft Graph API. Benefits include more frequent and timely user data updates. Enabling Azure Deltas changes how data is processed by ignoring site mappings during retrieval but applying them during processing. The guide details enabling steps, considerations like initial sync duration, manual import recommendations, and adjustments such as delta sync methods, user deactivation options, and its use in Intune integrations.

Azure DevOps Integration

This article provides a comprehensive guide on integrating Azure DevOps with Halo. It covers setting up connections between the two platforms, syncing tickets to work items, and configuring integration settings. Users are instructed on enabling the integration module, creating personal access tokens, and testing connections. It discusses syncing projects and tickets between the platforms and outlines necessary configuration steps, including setting up webhooks or using the Halo integrator for syncing. Additional sync options for fields and configuration settings for new tickets are also detailed.

Azure Key Vault Integration

The article provides a guide on integrating Azure Key Vault with Halo to automate ticket creation when keys, secrets, or certificates are updated, nearing expiry, or have expired. It includes setup instructions for event subscription with a webhook, storing passwords securely, and authorization steps. The integration supports password storage in Azure Key Vault for enhanced security, offering different connection methods such as client ID and secret, and managed identities.

Azure Sentinel Integration

This article provides a comprehensive guide for integrating Azure Sentinel with Halo. The integration allows for a two-way sync of incidents, so incidents logged in Sentinel can automatically generate tickets in Halo, and vice versa. The setup includes creating a partner-managed Azure application, configuring client settings in Halo, and mapping fields and priorities between the systems. It discusses importing incidents using Halo Integrator or webhooks and explains how to sync comments and closures. Detailed steps for configuring actions, syncing comments, closures, and creating incidents in Sentinel from Halo are also included.

Beyond Trust Integration

This guide provides detailed instructions for integrating Beyond Trust with Halo. It covers enabling the integration module, configuring remote support, connecting to Beyond Trust, setting up teams and agents, and managing remote session data through webhooks. The guide also explains how to send remote session invites via live chat or tickets, creating specific actions for invitations, and automatically sending invites when logging new tickets. Additionally, it includes linking sessions manually and creating a custom button to open devices automatically in Beyond Trust.

Bvoip Integration

Call Pop-Up for Microsoft Teams

Confluence Integration

This guide describes the integration of Confluence with Halo. The integration allows importing and updating of knowledge base articles from Confluence into Halo. It uses single directional webhooks, ensuring updates in Confluence reflect instantly in Halo. The guide includes detailed steps on connecting to Confluence, importing spaces and pages, and setting up webhooks for automatic sync. Additionally, it covers access restrictions for articles in Halo and viewing options for Confluence articles in the portal. Importantly, article content imported from Confluence cannot be edited in Halo.

ConnectWise Automate Integration

This article guides users through integrating ConnectWise Automate with Halo for remote device management. It covers user credentials, module configuration, client and asset imports, and alerting setup. Users need to configure an Integrator User to bypass MFA. The module is enabled through the configuration section in Halo, where users enter server URL and credentials. The process includes importing clients, sites, users, and mapping asset types. Alert configurations are also addressed, enabling email alerts and handling ticket updates from ConnectWise. Specific permissions for API-based alerting are required.

Connectwise RMM Integration Guide

This article provides a guide for integrating ConnectWise RMM with the Halo system. It covers the steps to connect Halo to ConnectWise, import sites and assets, configure alerting systems, and sync data between the two platforms. Users will learn how to set up authentication, manage asset and site imports, configure webhooks for alerting, and use API tokens for secure communications. The document also details how automatic scheduled syncing can be activated, ensuring continuous data updates between Halo and ConnectWise RMM.

Datadog Integration

This guide provides a comprehensive overview of integrating Datadog with Halo to manage alerts. It covers the steps to connect to Datadog, including setting up authorization applications and creating webhooks for both monitoring and security alerts. The article also details custom-configuring alert tickets in Halo by editing payloads to include various ticket types, users, and custom fields. Additional configurations for security alerts allow changing alert statuses directly from Halo. Overall, this integration aims to streamline alert management within a single platform.

Datagate Integration

DataImporter (Data Importer) for Custom Tables via CSV

Datto RMM Integration

This article provides a comprehensive guide on integrating Datto RMM with the Halo platform. The integration allows automatic import and synchronization of assets and sites from Datto into Halo, with options for remote access and alerting. Key steps include enabling API access in Datto, configuring customer and site imports, setting up asset field mappings, and defining asset types and matching criteria. The guide also covers setting up scheduled imports and alerting via email or webhooks, including necessary configurations and troubleshooting tips.

Delinea (Formerly Centrify) Integration

Dynamics 365 CRM Integration

The article provides a comprehensive guide on integrating Microsoft Dynamics 365 CRM with Halo, covering registration of an Azure application, enabling the integration, and importing contacts and accounts. It offers step-by-step instructions on setting up API permissions, configuring authorization, and handling account and contact imports. It also explains custom table syncs, field mapping, and the use of the Halo Integrator for data import and synchronization. The guide includes specific details on configuration settings, handling multi-tenancy, and ensuring synchronized data flow between Dynamics CRM and Halo.

Dynatrace Integration

Embedding The Self-Service Portal within MS Teams with SSO

This article provides guidance on embedding a self-service portal within Microsoft Teams with single sign-on (SSO) using a verified custom domain in Azure. It details prerequisites, such as setting up SSO in Halo with Azure and verifying custom domains in Azure Entra. The article walks through steps like creating Azure app registrations for MS Teams and configuring API scopes. It concludes with instructions for integrating and testing the app within Teams, ensuring automatic sign-in functionality is achieved.

Embedding your Halo Self-Service Portal into Microsoft Teams

This guide explains how to embed the Halo self-service portal into Microsoft Teams, enabling users to access the portal directly within Teams for tasks like logging service requests and reporting incidents. The process involves two main parts: firstly, embedding the portal into Teams by creating and configuring Azure and Teams applications, and secondly, enabling automatic sign-in using single sign-on (SSO) with specific setup requirements from 2025 onwards. The guide includes step-by-step instructions for both embedding the portal and configuring SSO to enhance user convenience.

Facebook Integration

GoIntegrator Integration

Google Analytics in the Self-Service Portal

Google Calendar Integration

The Google Calendar Integration for Halo enables the linking of agent calendars to their Google calendars, allowing appointments to be imported into Halo. The integration uses a service account with read and write capabilities to access calendars. Detailed instructions are provided for setting up the Google and Halo configurations, including creating a service account, enabling the Google Calendar API, sharing user calendars with the service account, and setting up Domain-Wide delegation for Google Workspace. Deprecated methods for integration are also discussed, and instructions for on-premise customers using NHServer are provided.

GoTo Resolve Integration

GoToAssist Remote Integration

Halo Integrator

The Halo Integrator is an application for executing scheduled integration imports with the Halo Web Application. It offers hosting for specific users and requires configuration through the Halo Integrator module, which involves downloading the latest version, setting up an API-only agent profile, and managing integrations. Hosted customers have additional considerations regarding client secrets and connection settings. For self-hosted installations, organizations can follow steps for downloading and configuring the application. The Integrator also supports scheduling recurring sync tasks. Notifications for errors can be configured for agents.

Heimdal Integration

HubSpot Integration

This article explains the HubSpot Integration with Halo, detailing steps to connect the two platforms and sync data between them. It covers the importing of companies, contacts, products, quotations, and deals, and outlines how to map fields and configure bi-directional synchronization to ensure data consistency. Instructions are provided for setting authentication methods, enabling webhooks for real-time updates, and syncing action notes between systems. The integration aims to simplify sales processes by allowing seamless data management across HubSpot and Halo.

Hudu Integration

Ingram Micro Cloud (formerly Cloud Blue/Exertis) Integration

This guide explains how to integrate Cloud Blue (Ingram Micro) with Halo to import client and subscription data. It covers enabling and configuring the module, importing clients and subscriptions, and details the supported regions for this integration. Users must obtain API connection details from the Ingram Micro Xvantage integrations hub, including the API URL, username, and subscription key. The guide also explains how to manage client mappings to prevent duplication and how imported data can be accessed within the Halo system.

Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue

This guide explores integrating Ingram Micro Reseller with the Etilize Catalogue. It covers how to establish a connection, add Etilize/Ingram items to quotations, import quotes into Halo, sync purchase orders to Ingram, and receive updates on order changes. Instructions include enabling integration modules, setting API permissions, configuring tenants, and using webhooks to maintain order consistency. The guide also details how to create notifications based on PO statuses, offering a comprehensive overview of managing quotations, orders, and notifications within the system.

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

This article serves as a guide for integrating Tech Data Reseller with the Etilize Catalogue within the HaloPSA platform. It covers the setup of the Tech Data Reseller Module, connection with Etilize to synchronize catalogue data, and the process of adding Etilize items to quotations. The integration allows users to browse and select products from updated catalogues, featuring real-time pricing and quantity information. Users can filter products based on categories, manufacturers, and attributes to refine search results for more efficient inventory management.

IT Glue Integration

This article provides guidance on integrating Halo with IT Glue, enabling users to import and sync customer, asset, and user data. It outlines steps to connect the systems, configure mappings to import data like customers, assets, and configurations, and schedule regular imports using the Halo Integrator. Additionally, it covers two-way syncing capabilities, ensuring that changes in Halo are reflected in IT Glue. A feature to quickly access linked IT Glue records from within Halo is also discussed.

Jira Software Integration

The article provides a detailed guide on integrating Jira Software with the Halo platform. It covers prerequisites on both sides, connecting Halo to Jira, and syncing tickets and issues between the two applications. Key topics include importing and linking projects, custom field and priority mappings, and managing linked issues. It also explains how to sync updates between the systems, including comments and other field data. Additionally, the guide offers troubleshooting tips for monitoring sync requests and understanding webhook processing for seamless integration.

Kaseya VSA Integration

This article provides a guide on integrating Kaseya VSA with Halo to import and sync assets, customers, and alerts. It details obtaining OAuth 2.0 credentials from Kaseya, configuring the integration by entering credentials in Halo, and setting up redirect URLs depending on your Halo version. The Kaseya VSA Integration works primarily with Halo for syncing alerts, and offers instructions for importing clients and assets. The article also covers how to adjust field mappings and asset type overrides during setup.

Leveraging AI in Halo

This article provides guidance on integrating and using AI within Halo to enhance productivity and innovation. It covers understanding AI capabilities such as automation and predictive analytics, initial setup and configuration, best practices, and common use cases across various industries. The resolution section details specific AI functionalities like ticket matching, AI insights, and article suggestions. Users are guided through connecting AI to Halo, managing ticket data, and utilizing AI for efficient ticket resolution and knowledge creation. Ethical considerations and data privacy are also emphasized.

LogicMonitor Integration

LogMeIn Rescue Integration

This guide explains the integration of LogMeIn Rescue with Halo for remote device access. Users can initiate sessions from the Self-Service Portal or through agent tickets. Configuration involves enabling the integration in Halo’s settings and setting up remote support options like session templates and agent IDs. It outlines sending remote session invites via live chat, tickets, or actions, and discusses how to link sessions manually if not automatically connected to tickets. The guide also covers using webhooks to send session data back to Halo, enhancing ticket resolution tracking.

Mailchimp Integration

Microsoft CSP Integration

The Microsoft CSP integration is designed for importing user data from Azure tenants managed under the Microsoft Cloud Reseller Program (CSP). It's mainly used by organizations with multiple client Azure tenants through CSP and facilitates user and device information retrieval. The article details the setup process, including configuring app registrations in Azure, setting API permissions, and managing customer and tenant mappings. It also addresses user and asset import settings, licensing, and subscription management. The integration requires specific configurations in the Halo system and permissions in Azure.

Microsoft Entra ID Integration (Formerly: Azure Active Directory)

The article provides a comprehensive guide on integrating Microsoft Entra ID (formerly Azure Active Directory) with Halo applications. It details the setup process for app registration, single sign-on (SSO) configuration, and agent/user import. It explains how to grant permissions to non-admin agents for setup, utilize multi-tenancy, and select authentication methods. The guide covers advanced configurations, including field and site mappings, role and team mappings, license management, and import synchronization using the Halo Integrator. Additionally, it discusses delta queries and inbound logging for efficient data management.

Microsoft Power Automate Integration

This article provides a guide on integrating Microsoft Power Automate with Halo via custom connectors to automate processes through Azure Power Automate. It covers application registration in Halo for creating a custom connector, configuring it in Power Automate, and specifying the necessary authentication and permissions. The guide also explains setting up API actions and requests to execute flows in Halo and addresses common issues such as maintaining session tokens and re-authentication needs. Additionally, it details triggering flows through Halo webhooks for automated responses to events.

Microsoft Teams Integration

The article provides a comprehensive guide on integrating Microsoft Teams with Halo. It covers configuration steps, enabling notifications, chat management, and chatbot communications within Teams. Users can configure workflows, set up webhooks for notifications, and customize templates. It details methods for agents to communicate via Teams directly from Halo, including calls, messages, and chats, as well as managing these interactions within the platform. The integration includes importing shifts from Teams and setting up presence notifications. Chatbot setup for end-user interactions and branding customization is also explained.

Microsoft TeamsBot

This article provides a guide on integrating Microsoft TeamsBot with Halo, allowing Halo actions to be triggered from Teams chats. It details manual installation steps, configuring Halo for bot usage, and using the bot to handle tasks like ticket creation and management. The guide also includes instructions for connecting, disconnecting, following, and unfollowing tickets, as well as searching for tickets via Teams. Additionally, it outlines network requirements such as IPs for whitelisting and necessary communication protocols and ports.

N-Able N-Central Integration

This article provides a comprehensive guide on integrating N-Able N-Central with Halo. The integration enables the import and sync of customer and asset information, alert management, and scheduled imports. The guide covers connecting to N-Central, setting up customer and asset mappings, importing from N-Central, and configuring alert management using webhooks. Miscellaneous settings and common error resolutions are also included to ensure successful integration and ongoing operations.

N-Able N-Sight RMM Integration

This article provides guidance on integrating N-Able N-Sight RMM with Halo. It covers key steps such as generating an API key, configuring the module, and importing customers, sites, and assets. The integration enables alerting functionalities and the use of the Halo Integrator for automatic syncing. Users are instructed on mapping fields between systems and configuring alerts to ensure communications and data exchanges are effective. The article emphasizes the importance of configuration checks to ensure seamless integration.

N-Able Passportal Integration

N-Able Take Control Integration

Ninja Systray Icon

NinjaOne Integration

The NinjaOne Integration guide explains how to integrate NinjaOne with Halo, enabling import and synchronization of customers, assets, and alerts. It includes steps for configuring the NinjaOne module, setting up authentication, importing organizations, locations, devices, and software, and managing alerts using the Halo integrator or webhooks. The guide also covers user matching, field mapping, and the use of Halo Integrator for scheduled imports. Additionally, it explains configuring webhooks in NinjaOne and how to enable automation policies in Halo.

Okta Integration

This article is a guide on integrating Okta with Halo. It covers the creation of tokens and applications in Okta, setting up Okta Single Sign-On (SSO) in Halo, and configuring mappings and user roles. It also details how to handle errors and set up SSO for multiple Halo instances. The guide emphasizes using the "Super Admin" role in Okta and outlines steps for manual and automatic user imports. Additionally, it provides solutions for potential login issues when using Okta with Halo.

PagerDuty Integration

This article provides a guide on integrating PagerDuty with Halo instances for incident synchronization. The integration facilitates two-way updates between the platforms, ensuring changes in one reflect in the other. The deprecated NHServer method is replaced with webhooks for setup. The setup involves enabling the PagerDuty module in Halo, generating an API key in PagerDuty, and configuring webhooks for various incident and ticket events. Additionally, service mappings and email settings are required for successful syncing. Testing involves verifying incident and ticket creation and updates between the two platforms.

Pax8 Integration

This article provides a comprehensive guide on integrating Pax8 with Halo. It includes steps for connecting to Pax8, importing customer and subscription data, and handling usage-based subscriptions like Azure Consumption. The guide explains how to sync updates automatically, manage billing for Pax8 subscriptions through Halo, and set up recurring invoices that adjust automatically to reflect subscription changes. It also outlines the setup of multiple Pax8 tenants and discusses the significance of using the HaloPSA app for authentication. Instructions for managing subscription details and recurring invoices are detailed throughout the resolution.

PowerShell Integration

This article explains how to integrate PowerShell with Halo for running scripts based on events. It covers setting up PowerShell, writing accessible scripts, and configuring Halo to run these scripts. The guide includes details on declaring variables, passing parameters using base64 encoded JSON, and mapping fields to ensure correct data transfer between Halo and the script. It also explains configuring action or approval process triggers for script execution and recommends creating scripts with identifiable results to track success or failure, which will be documented in Halo's ticket system.

PRTG Integration

Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants

Quoter Integration

The Quoter integration with Halo has been updated, primarily affecting Quoter's setup. The integration creates and syncs quotations, enabling electronic acceptance and tax automation. Two integration methods exist: using Quoter's new method or Halo's pre-existing method. For Quoter's method, the integration now utilizes the Halo API directly without requiring a webhook. For the Halo method, a custom webhook is employed for quote synchronization. The integration supports product matching, opportunity linkage, and synchronization with Xero if both systems are connected.

RingCentral Integration

This article provides a guide on integrating RingCentral with Halo to manage call functions. It explains how to enable the Call Management module via the Administration Console and connect RingCentral by configuring general settings and integrating the required URL from Halo into RingCentral's settings. Users can customize when the call screen launches and add parameters, enhancing their call management capabilities with RingCentral integration.

SaaSAlerts Integration

Salesforce Integration

This article provides a comprehensive guide for integrating Salesforce with Halo. It includes steps for creating a managed application in Salesforce, enabling OAuth settings, and configuring CORS exceptions. The integration facilitates account, contact, opportunity, case, and case comment synchronization between Salesforce and Halo. Essential configurations in Halo include inputting Salesforce URL, consumer key, and access token retrieval. The guide also covers field mappings and syncing options for various entities and details the necessary steps for importing data. Note that integration is possible only with production Salesforce instances.

ScalePad Integration

SCCM Integration

This guide explains the integration of SCCM with Halo, which involves importing assets from the SCCM SQL database into Halo. It includes steps for enabling the integration module, configuring SQL connection details, and setting key fields and field mappings. Advanced configuration options allow control over asset assignment and updates. The integration requires the Halo Integrator application, with options for password storage in Halo or Azure Key Vault. Recommendations are provided for using different integrators and securing access to integrations.

SCOM Integration

The article provides a comprehensive guide on integrating SCOM with Halo for alert management. It outlines steps for enabling the integration by configuring both SCOM and Halo settings, such as adjusting SCOM alert templates and using the Halo interface for asset and alert configuration. Additionally, it details the process for resolving alerts automatically in SCOM through the Halo integrator application, offering guidance on authentication, deployment, and choosing between different integrators based on security needs. Recommendations and related settings for managing client access and scheduling imports are also included.

ScreenConnect Integration (Formerly ConnectWise Control)

This article provides a detailed guide on integrating ConnectWise Control with Halo, explaining how to connect using the Halo Integration extension and configuring URL and API credentials. It covers the steps for generating client/site mappings, asset type mappings, and utilizing remote support features. The guide also discusses syncing assets with Halo Integrator, setting up email invites for remote sessions, and handling common issues. The integration facilitates seamless remote support and synchronization between ConnectWise and Halo.

ServiceNow Integration

ServiceNow Webhooks

SharePoint Integration

This article provides a comprehensive guide to integrating SharePoint with Halo to sync documents. It covers enabling and configuring the SharePoint module, setting up authentication methods via Azure, and mapping SharePoint sites to Halo folders. The guide includes detailed steps for creating tenants, configuring authentication, and managing document mappings. Additionally, it explains using webhooks for syncing file updates and outlines how to upload scheduled report data to SharePoint for use in PowerBI. The integration facilitates efficient document management and reporting between SharePoint and Halo.

Sherweb Integration

This article provides a guide on the Sherweb Integration, outlining how to enable and connect it, manage customers and subscriptions, and use the Halo Integrator for data syncing. It covers enabling the integration through the configuration settings, connecting Sherweb using credentials, and testing the connection. The process of mapping customers from Sherweb to Halo and importing subscriptions is described, with options for manual adjustments. The Halo Integrator allows for daily syncs and managing subscription deactivation in Halo.

Shopify Integration

Slack Integration

The article provides a comprehensive guide on integrating Slack with Halo, detailing various functionalities across different application versions. The integration allows users to connect Slack channels to Halo, send notifications, create tickets from Slack messages, and use shortcuts and slash commands, especially in version 2. Users can create and manage Slack channels through Halo and integrate end-user chatbots for interactive communication. It covers setting up notifications for approvals, creating tickets, and leveraging AI virtual agents within Slack. Detailed instructions for configuring these integrations and functionalities are provided.

SolarWinds Orion Integration

The article provides a comprehensive guide on integrating SolarWinds Orion with Halo. It explains the prerequisites for integration, such as using SolarWinds Orion version 2020.2 or later, and details the configuration process to enable and set up the integration. The integration allows automatic creation and management of alert tickets within Halo, linking them to specific agents, teams, and assets. It discusses how to configure trigger and reset actions, receiving and updating alerts, and the use of Halo Integrator for communication with SolarWinds API. The guide also covers password storage options and client ID restrictions for enhanced security.

Splunk Integration

The article provides a comprehensive guide on integrating Splunk with Halo to automate the logging of alerts as tickets. It covers the setup process, including enabling the integration module, configuring webhook processing types, and authenticating webhooks. Users can create webhooks for Splunk alerts and view detailed alert results from Halo. Different processing methods are explained, with specific instructions for adding URLs to Splunk's webhook allow list. The guide aims to streamline alert management for technicians by synchronizing Splunk alerts within Halo.

StreamOne Ion Integration

TD Synnex/StreamOne Stellr Integration

This guide explains the integration between TD Synnex's StreamOne Stellr platform and Halo. It covers the setup process, including connecting to StreamOne Stellr, importing customer and subscription data, and importing quote lines, starting from version 2.208. Users need to sign in to their account, configure permissions, and enable the module in Halo. Customer and subscription data can be imported manually or via the Halo Integrator. Quote lines from TD Synnex can also be imported into Halo if API access is granted and necessary permissions are set.

TeamViewer Integration

This article explains the TeamViewer Integration, a feature that allows seamless remote support through Halo sites and assets by enabling TeamViewer codes. It covers steps for creating TeamViewer Fields, configuring a site and an asset, and utilizing the integration on a ticket. Users can add TeamViewer fields to sites or assets in Halo to generate a button for direct remote access via the TeamViewer API. Additionally, the article discusses the settings for upgrading to the new TeamViewer protocol and provides visual guides for each configuration step.

Triggering Automation Policies in RMM via Halo

Twilio for SMS Integration

This article provides guidance on integrating Twilio for SMS with Halo, allowing SMS messages to log tickets in the system and enabling agents to respond via SMS. It details how to connect Twilio, set up incoming and outgoing SMS, configure call notifications, and utilize SMS templates. Important considerations include using API keys for authentication, enabling ticket creation via inbound SMS, and using correct country codes for phone numbers. The integration supports multiple phone numbers for receiving calls but restricts SMS sending to a default number.

Twilio for WhatsApp Business Integration

This article covers integrating Twilio with WhatsApp Business in HaloCRM, allowing seamless message exchanges between WhatsApp and Halo. It details the steps to enable and configure the module, manage incoming and outgoing messages, and handle attachments and voice notes. The guide also explains using content templates for automating messages, setting workflow automations, and restricting account access. It includes instructions for transcribing voice notes and enabling the Halo Integrator for backup message processing. The integration facilitates ticket creation from WhatsApp messages and interaction within the Halo environment.

Using HaloDBLookupService to run custom integration methods on internally facing APIs

Using the Halo API

This article provides instructions on using the Halo API, including how to access the API Configuration, create an Application, and utilize examples for setup. It guides users through finding the necessary URLs and creating an API Application with permissions, credentials, and authentication methods like 'Client ID and Secret' or a static API Key. The article also highlights the option to download example configurations for Postman to assist with the setup process.

Zabbix Integration

Zoom Integration