Automation Tools

A Break down of the Automated Statement of Work Generation & AI Project task Creation

A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman

Automated Statement of Work Generation

Azure Automation Integration

Creating API Applications

This article guides users on configuring API applications in the Halo system, including details on API connections and application setup. It covers accessing API configuration for connection details, creating new applications, setting authentication methods (such as Client ID and Secret or static API Key), and using machine identity for application authorization. The guide also includes instructions for assigning roles and permissions to applications to ensure appropriate access control based on principle of least privilege.

Filtering responses via the 'datesearch' query parameter

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.

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.

Runbook Level Variables

Runbooks - Authorising API Access into Your Own Halo Instance

Trigger a Microsoft Power Automate flow using Halo Webhooks

This article explains how to configure Halo webhooks to trigger flows in Microsoft Power Automate. It outlines the necessary prerequisites, such as having a Power Automate Premium license, and details the setup process, including creating a new flow with a trigger for receiving HTTP requests. The guide also covers integrating Halo with Power Automate without a custom connector and utilizing data from the webhook payload within the flow using the 'Parse JSON' action. Furthermore, the article explains how to create and configure webhooks in Halo to trigger flows based on specific events.

Using Apidog

Using Postman

Zapier Integration