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ActionHalo P S AUpdated September 2026

How do I create a HaloPSA client?

Short answer: You can create halo psa client in Halo P S A by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the Halo P S A Create Halo PSA Client action to a workflow, map its 1 input from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.

Create Halo PSA Client in Halo P S A — start free All 8 Halo P S A actions
Create Halo PSA Client in Halo P S A — start free
Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Name
name
stringRequiredName
Sample request
{
  "name": "{{trigger.name}}"
}
Returns
{}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Halo PSA Client.

Any of these apps can fire this action as part of a workflow.

Gmail → Halo P S A
1 Gmail triggers
Slack → Halo P S A
13 Slack triggers
Google Sheets → Halo P S A
2 Google Sheets triggers
HubSpot → Halo P S A
18 HubSpot triggers
FAQ

Questions about Create Halo PSA Client.

What does the Create Halo PSA Client action do in Halo P S A?
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.
What inputs does Create Halo PSA Client require?
Required: Name. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Halo P S A returns an error?
The run history shows the failed step with its input and the error message Halo P S A returned, so you can fix the input and run the workflow again. Automatic retries are built into HTTP steps only, where you can also set your own retry count and delay.
Does Create Halo PSA Client support batch operations?
Run Create Halo PSA Client inside a loop to process each item in an array. TinyCommand does not throttle calls for you, so for large arrays add a Delay step if you need to stay within Halo P S A's rate limits.
More actions

Other Halo P S A actions.

Action
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.
Action
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.
Action
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.
Action
Delete Halo PSA Client
Removes a client (typically with all associated sites, users, tickets). For "MSP relationship terminated → clean up client record" workflows.
Action
Delete Halo PSA Site
Removes a site under a client. For "client closed a location → remove from HaloPSA" cleanup workflows.
Action
Delete Halo PSA Ticket
Hard-deletes a ticket. Irreversible. For duplicate-cleanup or spam-filtering workflows.
Create Halo PSA Client in Halo P S A — start free