Halo P S A
HaloPSA IT service management lifecycle
HaloPSA is the all-in-one professional services automation tool for IT service providers, ticketing, billing, asset management, time tracking, and CRM in a single platform. Eight actions cover the core CRUD across the main object types: Create Ticket, Delete Ticket, Create Client, Delete Client, Create Site, Delete Site, Create User, Delete User. No native triggers today (HaloPSA's webhook system is part of their enterprise offering with per-event configuration; native triggers ship with the next release). The integration uses HaloPSA's OAuth at the agent level, the connection respects the agent's role and team permissions across tickets, clients, and sites. Common patterns: a Datadog alert fires a workflow that creates the matching HaloPSA ticket with the right priority and team assignment based on the alert source; or a new Stripe subscription auto-creates the HaloPSA Client + initial Site record + welcome ticket assigned to the onboarding agent.
Do anything Halo P S A can do, from a workflow.
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does |
|---|---|
| Create Halo PSA Client | Creates a new client (company-level record) in HaloPSA — the MSP-focused PSA/ITSM platform. Useful for "new MSP client onboarded → provision in HaloPSA" workflows. |
| Create Halo PSA Site | Creates a physical site/location under a client. For multi-location clients (warehouses, branch offices), each site is tracked separately for asset and ticket attribution. |
| Create Halo PSA Ticket | Files a new ticket with subject, description, client, site, priority. The standard hook for "monitoring alert → auto-file ticket" or "client submits via portal → file ticket" workflows. |
| Create Halo PSA User | Creates a user under a client (the contact who can file tickets and receive updates). For "new client employee onboarded → grant them HaloPSA access" workflows. |
| Delete Halo PSA Client | Removes a client (typically with all associated sites, users, tickets). For "MSP relationship terminated → clean up client record" workflows. |
| Delete Halo PSA Site | Removes a site under a client. For "client closed a location → remove from HaloPSA" cleanup workflows. |
| Delete Halo PSA Ticket | Hard-deletes a ticket. Irreversible. For duplicate-cleanup or spam-filtering workflows. |
| Delete Halo PSA User | Removes a user from a client. For "client employee offboarded → revoke HaloPSA portal access" workflows. |
Pre-built Halo P S A workflows.
Clone any recipe and customize it in one click. Every recipe is fully editable.
Three things worth knowing.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect Halo P S A once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every Halo P S A field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
Questions about the Halo P S A integration.
If we missed yours, ping support. We usually reply within an hour.
How do I connect Halo P S A to Tiny Command?
What Halo P S A triggers does Tiny Command support?
What Halo P S A actions can I run from a workflow?
Is the Halo P S A integration real-time?
Do I need to write code to use Halo P S A with Tiny Command?
How much does the Halo P S A integration cost?
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Do more with Halo P S A.
Wire it to Slack, Notion, HubSpot, Stripe, or any of the other 438 apps in our catalog. Setup takes roughly two minutes. Free to try, no credit card.
