Actionist·HaloPSA
HaloPSA

HaloPSA

· #294 most-used

Run your MSP end-to-end — tickets, billing, projects, and assets in one platform

CRMProductivityProjectsSupportAutomationAccounting

HaloPSA is a comprehensive Professional Services Automation platform built for managed service providers and IT services teams. It unifies ticketing, client management, time tracking, billing, contract management, asset tracking, project management, and sales CRM in a single system. Connect HaloPSA to Actionist and your agents can create and update tickets, enrich client and site records, pull user rosters, automate billing-cycle workflows, and keep your service desk running without manual triage — all without a human touching the HaloPSA dashboard.

Try HaloPSA with ActionistVisit HaloPSA
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of triaging new tickets, creating client and site records by hand, chasing missing time entries, and pulling weekly billing summaries from the HaloPSA dashboard.

Schedule

What your HaloPSA agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

HaloPSA × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~25 hrsSaved / week
6Personas served
For support
Featured3 apps

Monitoring alert to routed HaloPSA ticket

When a monitoring platform fires an alert for a client asset, the agent creates a HaloPSA ticket with the alert details, looks up the client record to confirm SLA tier, assigns the ticket to the on-call engineer, and posts an alert to the #incidents Slack channel — all within about a minute of the alert firing. Engineers have a structured ticket before they open their laptop.

~6 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a monitoring alert fires for a client device or service
Trigger
Step 1
Slack
Detect monitoring alert message in the #alerts channel
read
Step 2
HaloPSA
Get a client — confirm SLA tier and primary contact
write
Step 3
HaloPSA
Create a ticket — priority mapped to SLA tier, assignee set
write
Step 4
Slack
Post incident alert to #incidents with ticket number and SLA deadline
write
Step 5
Google Calendar
Block a 1-hour slot on the assigned engineer's calendar
Result
Create a ticket — priority mapped to SLA tier, assignee setPost incident alert to #incidents with ticket number and SLA deadlineBlock a 1-hour slot on the assigned engineer's calendar
The win
Saved per run
12 min
Runs / week
~30×
Every alert becomes a routed, SLA-correct ticket without human triage
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    25 min / week
    Manual client provisioning after deal close

    Account managers log into HaloPSA and manually create the client record, site, and contacts — often hours or days after the deal closes, during which time no tickets can be raised against the new account.

    Sales Agent
    0 min
    Agent creates client and site records on deal close

    When a deal is marked Won in the CRM, the agent creates the HaloPSA client record, primary site, and onboarding ticket in under a minute — the service desk is ready before the account manager has sent the welcome email.

  • Marketing
    20 min / week
    Manual HaloPSA export for marketing attribution

    Marketing manually exports client lists from HaloPSA, pastes them into a spreadsheet, and matches them against campaign records — a task that takes 30+ minutes and is often skipped or done monthly at best.

    Marketing Agent
    0 min
    Agent links won clients to campaign attribution automatically

    The marketing agent fetches new clients created in HaloPSA each week and cross-references them against campaign attribution data — no manual export needed to see which campaigns are generating MSP clients.

  • Customer Support
    60 min / week
    Manual queue triage and SLA watching

    Technicians start each day by manually reviewing the open queue, assigning unowned tickets, and watching SLA timers — a 20-minute ritual every morning before actual support work can begin.

    Customer Support Agent
    0 min
    Agent triages, routes, and escalates tickets automatically

    Unassigned tickets are routed to the correct technician within minutes of creation; SLA-at-risk tickets get an escalation alert 30 minutes before breach — all without a technician manually reviewing the queue.

  • Human Resources
    30 min / week
    Manual user provisioning from email requests

    HR emails the service desk with new-hire details; a technician logs in and creates the user manually — often a day or two after start date, leaving new hires unable to raise tickets on day one.

    Human Resources Agent
    0 min
    Agent creates and deactivates users from HR events

    When a new hire is recorded in the HR system, the agent creates the HaloPSA user under the correct client the same day. Leavers are deactivated within hours of the HR event — not at the next monthly audit.

  • Finance
    45 min / week
    Manual billing reconciliation before invoice day

    Finance manually pulls a ticket list from HaloPSA, cross-references it against contracts, and chases technicians to add billing codes to unlinked tickets — a 60-90 minute task every billing cycle.

    Finance Agent
    0 min
    Agent links unbilled tickets to contracts before the invoice run

    Every Monday the finance agent finds all resolved tickets with logged time and no contract link, links each to the correct contract, and reports corrections — no billable hours fall off the monthly invoice.

  • Operations
    40 min / week
    Manual weekly performance reporting

    Operations manually exports data from HaloPSA, pastes it into a spreadsheet, calculates KPIs, and formats the report — a Friday afternoon task that is often skipped when the team is busy with escalations.

    Operations Agent
    0 min
    Agent produces queue health and SLA reports automatically

    The operations agent generates a mid-week performance report — ticket volumes, resolution times, SLA compliance per engineer — and posts it to Slack without anyone building a dashboard or running a manual export.

  • Legal
    20 min / week
    Manual contract expiry monitoring

    Legal relies on a spreadsheet or calendar reminders to track contract expiry dates — renewals are often discovered late, rushed through legal review, and sent to clients with minimal negotiation time.

    Legal Agent
    0 min
    Agent creates renewal tickets 90 days before contract expiry

    The legal agent scans all client records weekly, creates a structured renewal ticket for any contract expiring within 90 days, and notifies both the account manager and legal reviewer — renewals start as a 90-day process, not a last-minute scramble.

+ 100s of other HaloPSA automations
Average time saved
24 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
16
Hours saved / year
800
Annual ROI
$60,000

Based on HaloPSA's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug HaloPSA into Actionist

Pick the connection method that suits your environment.

HaloPSA uses an OAuth2 Client Credentials flow for machine-to-machine API access. Generate a Client ID and Client Secret in Configuration → Integrations → Halo API, then paste both into Actionist. No browser login required — the agent handles token refresh automatically.

1
Open the API configuration in HaloPSA

Log in to HaloPSA, go to Configuration → Integrations → Halo (PSA/ITSM) API. Create a new application, set the Authentication Method to Client Credentials, and copy the Client ID and Client Secret.

2
Paste credentials into Actionist

In Actionist, find HaloPSA in the Apps tab, click Connect, and paste your Client ID, Client Secret, and your HaloPSA instance URL. Actionist will exchange these for a bearer token automatically.

3
Test the connection

Actionist runs a read-only call to your HaloPSA instance to verify the handshake. A green tick confirms the agent can read and write tickets, clients, and other records.

Credentials you'll need
Client ID*
HaloPSA → Configuration → Integrations → Halo API → Application Client ID
Client Secret*
HaloPSA → Configuration → Integrations → Halo API → Application Client Secret
HaloPSA URL*
Your HaloPSA instance URL, e.g. https://yourcompany.halopsa.com
Actions

20 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
MCP servers

MCP servers that work with HaloPSA

Connect Actionist to MCP servers built for or around this app.

HaloPSA

MCP server for HaloPSA — manage clients, tickets, and PSA workflows via the HaloPSA REST API.

FAQs

Questions about HaloPSA + Actionist

How does Actionist connect to HaloPSA?
Go to the Apps tab in Actionist, find HaloPSA, and click Connect. HaloPSA uses an OAuth2 Client Credentials flow for API access — you'll need to create an API application in HaloPSA under Configuration → Integrations → Halo API, then paste your Client ID, Client Secret, and instance URL into Actionist. Actionist exchanges those credentials for a bearer token automatically and runs a test read call to confirm the connection. No browser sign-in window is required; the agent refreshes the token in the background.
What permissions does the API application need in HaloPSA?
When you create the API application in HaloPSA (Configuration → Integrations → Halo API), set the Authentication Method to Client Credentials. For read-only reporting workflows — Get tickets, Get clients, Get users — read scopes on those entity types are sufficient. For the full automation set including creating and updating tickets, clients, sites, and users, you need read and write scopes for each entity type the agent touches. Apply the principle of least privilege: if your agents only do ticket triage, grant ticket read-write and client read — there is no need to also grant user write access.
Can Actionist connect to HaloPSA alongside other tools in the same workflow?
Yes — HaloPSA works best as part of a multi-app workflow. Common combinations: create a HaloPSA ticket when a monitoring alert fires in Slack; look up a client in HaloPSA when a deal closes in HubSpot; pull ticket counts from HaloPSA and write the billing summary to Google Sheets; trigger a user create in HaloPSA when a new-hire row appears in a spreadsheet; post SLA escalations to Telegram or Slack when a ticket nears its deadline. Any of Actionist's connected apps can send data to or receive data from HaloPSA in the same agent task.
Does Actionist support HaloPSA's on-premise installations?
The HaloPSA API is available on both the cloud-hosted version and on-premise installations. For on-premise, set your instance URL to your HaloPSA endpoint when connecting in Actionist — this can be an internal hostname accessible over VPN or a publicly reachable URL. The agent calls the REST API directly, so the connection works as long as Actionist can reach your HaloPSA endpoint. If your instance is behind a firewall with no public access, you will need to allow connections from Actionist's IP ranges or run the agent from the Actionist desktop application, which operates from your own network.
What are the most common things agents do with HaloPSA?
The four patterns MSPs use most: (1) alert-to-ticket — monitoring alerts automatically become routed, SLA-correct HaloPSA tickets without a human in the loop; (2) billing hygiene — weekly sweeps that find resolved tickets with logged time but no contract link and fix them before the invoice run; (3) user lifecycle — creating and deactivating HaloPSA users when the HR system fires new-hire and leaver events at client organisations; (4) contract renewal pipeline — scanning client records weekly for contracts expiring within 90 days and creating structured renewal tickets so the account team never misses a renewal window.
Can Actionist create HaloPSA tickets from inbound emails?
Yes — the support agent can monitor a shared Gmail inbox, parse each inbound support request, and call Create a ticket in HaloPSA with the sender matched to the correct client user, the email subject as the ticket summary, and the body as the first note. The agent replies to the sender with the ticket number. This runs on a scheduled polling cadence and processes new emails within about a minute of them arriving. For high-volume inboxes you would typically combine this with a client-lookup step using Get a client by sender domain to confirm the SLA tier before setting ticket priority.
How does Actionist handle SLA monitoring for HaloPSA tickets?
HaloPSA does not provide outbound webhook triggers in the current integration, so Actionist uses a scheduled polling approach. The operations agent runs a task on a defined interval — typically every hour during business hours — calling Get all tickets to fetch the open queue, checking each ticket's age against the client's SLA tier, and posting escalation alerts to Slack for any ticket that has exceeded 80% of its SLA window. Warnings fire within about a minute of each scheduled check. This is not a push model, but a frequent polling schedule produces the same practical outcome for most service desks.
Can I sync HaloPSA clients with a CRM like HubSpot?
Yes — the most common pattern is a one-way sync triggered by CRM events: when a deal is marked Won in HubSpot, the agent calls Create a client in HaloPSA and maps company name, address, and billing tier from the CRM record. For ongoing sync — keeping phone numbers, contacts, and addresses current — the sales agent runs a weekly scheduled task that fetches all clients from HaloPSA, compares key fields against HubSpot, and calls Update a client for any record that has drifted. True bidirectional real-time sync requires both systems to emit event webhooks; because HaloPSA does not provide outbound triggers in the current integration, the scheduled polling approach is the right architecture.