HaloPSA Integration

Feature requests
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1

We are just coming on board with Monday which we will use for all business activities that fall outside our chosen Professional Services Automation platform https://halopsa.com

It would be great if we could directly interact with our ticketing system where we manage client work and sales.

HaloPSA integrates directly with our other products: ITGlue, Datto RMM, TD Synnex, QuickBooks, and Microsoft M365 and CSP. We had been trying to use MS Planner but it was just not feature rich enough for our needs.

Monday.com UX is great and falls right in line with HaloPSA.

Thanks
Fred

2

Hey Fred!

Great to hear that you’re onboard with Monday.com! Integrating Monday.com with HaloPSA and your other tools can significantly streamline your workflows. Here’s a practical approach to achieve this:

  1. Integration via Make.com:
  • Make.com (formerly Integromat) can be a powerful tool to bridge the gap between Monday.com and HaloPSA. Make.com allows you to create complex workflows and automate tasks between various apps.
  1. Setting Up Make.com:
  • Connect Monday.com: Add Monday.com to your Make.com account and connect it to your workspace.
  • Connect HaloPSA: If HaloPSA has an API, you can use the HTTP module in Make.com to interact with it. Alternatively, if HaloPSA supports webhooks, you can set up webhooks to trigger workflows in Make.com.
  1. Automating Workflows:
  • Create a Ticket in Monday.com: Set up a scenario in Make.com where creating a new ticket in HaloPSA automatically creates a corresponding task in Monday.com. This ensures all client work and sales tasks are synchronized.
  • Update Statuses: When a ticket is updated in HaloPSA, use Make.com to update the status in Monday.com, keeping your team in the loop.
  • Data Synchronization: Synchronize client data, work logs, and other essential details between Monday.com and HaloPSA to maintain consistency across platforms.
  1. Using Pre-Built Integrations:
  • Check if there are any pre-built Make.com templates or connectors for HaloPSA and Monday.com. This can save you time in setting up the integrations.